A Flexible Approach to Pricing
Root offers flexible pricing designed to suit advisory firms of all sizes. Whether you need occasional support or a fully integrated paraplanning partner, we provide three clear options to match your operational needs.
Contingent
(Pay As You Go)
Our flexible, pay-as-you-go service is ideal for advisers who require support on demand, without any ongoing commitment.
How it works:
You only pay for the work completed during the month. At month-end, we invoice you for cases undertaken. There are no upfront costs or monthly retainers.
Key Benefits:
No upfront or ongoing fees
Simple monthly invoicing
Ideal for lower report volumes or seasonal spikes
Service Commitment:
Case reviews completed within 2 working days
Final reports delivered within 5 working days
A practical solution for firms that need flexibility and cost control.
Did you know?
For every £1 you invest in Root, you typically save £2–£12 in reclaimed time and efficiency.
£500
per month
Foundation Retainer
Our Foundation Retainer is our entry-level retained service, providing dependable, ongoing operational support at a predictable monthly cost.
What’s Included:
Services up to the value of £500 per month
Any work exceeding this value is invoiced separately
Retainer Benefits:
5% discount across all listed services
Structured, ongoing support
Service Commitment:
Case reviews completed within 2 working days
Final reports delivered within 4 working days
Ideal for advisers seeking consistency, improved turnaround times, and modest cost savings.
£1,000
per month
Enhanced Retainer
Our Enhanced Retainer is our premium service tier, designed for firms requiring priority turnaround and greater operational capacity.
What’s Included:
Services up to the value of £1,000 per month
Any work exceeding this value is billed separately
Retainer Benefits:
10% exclusive discount across all listed services
Priority handling across all cases
Service Commitment:
Case reviews completed within 1 working day
Final reports delivered within 3 working days
Best suited to growing firms that require faster turnaround, higher output, and maximum efficiency.
Download Our
Full Fee Schedule
For a complete breakdown of individual services and associated costs:
Not Sure Which Option Is Right?
We’re happy to discuss your workflow, report volumes, and growth plans to help determine the best fit.