Project Work

SALARY EXCHANGE OR COMPANY PENSION PROJECTS 
This is a full project management role including the provision of template employee communications, consultation and advice on the split of EE/ER NI savings, and staff presentations. Fees are dependent on the size of the company and invoiced on completion of the project:

1-20 employees – £2,750
21-50 employees – £4,500
51-100 employees – £6,500
100 employees and more – Please contact us for a quote.

FINANCIAL PLANNING CLINICS
£500 for a half day's visit and £750 for a full day’s visit.

FINANCIAL GUIDANCE PRESENTATIONS
£500 per presentation.

CORPORATE INVESTMENT
1% of the amount being invested, subject to a minimum of £2,000.

SHAREHOLDER/KEY PERSON INSURANCE
A minimum fee of £1,500.  If we receive a commission payment from the insurers, this amount will be offset against the minimum fee.

If you are opting for multiple services a bespoke package is available.