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We have put a few real live case studies together to help you try and see how it all works – and maybe where you fit in.

First though a simple table to show the total annual charges for a firm on either Core Services, Core Services + PI option or the Gold option at various turnover levels. All prices are exclusive of vat and for up to 3 advisers in a firm and exclude the actual PI Insurance premium.

Turnover Core Services Core & PI Gold Option
40,000 650 1,200 2,650
50,000 750 1,300 2,750
75,000 1,125 1,675 3,125
100,000 1,500 2,050 3,500
125,000 1,875 2,425 3,875
150,000 2,250 2,800 4,250
175,000 2,500 3,050 4,500
250,000 2,500 3,050 4,500
300,000 2,500 3,050 4,500

Case Study 1 – Sole Proprietor turnover £65K Download PDF
Case Study 2 – Sole Proprietor turnover £150k Download PDF
Case Study 3 – 2 adviser firm turnover £130k Download PDF
Case Study 4 – 3 adviser firm turnover £175k Download PDF

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