A registration form and consultation needs to be completed before cases can be submitted
Registration Form
Terms of Business
Please note that a copy of the Terms of Business will be sent to you prior to any work being commenced. The final tick box on the registration form will act as your signature.
General
Price per hour - £25
Prices applied per case - See case and client services page:
Like for Like PTs will be charged at a 20% discount from the standard fees
Complex cases will be charged at a 20% increase from the standard fees.
If you are planning to submit 10 or more cases with us per month, please enquire about a loyalty discount.
Additional services can be added to packages on the case submission forms
If you are planning to submit 10 or more cases with us per month please enquire about a loyalty discount
Booking Terms
A registration form and consultation call will need to be completed before we can start working on your cases
Documents will be sent and received via our website, email or cloud sharing. Any documents sent directly to Bumblebee Paraplanning with be sent over to the client on receipt.
We will carry out all work in line with the required timescales, although will not be held responsible for any delays caused by the Lender, Client or Solicitor.
Bumblebee Paraplanning reserve the right to refuse to undertake any work which is believed to be unethical, unlawful or outside of our skill-set.
Bumblebee Paraplanning reserve the right to amend the cost of the provision of services at anytime by giving the client one month’s notice in writing.
Bumblebee Paraplanning is not regulated by FCA, and is therefore not able to give advice.
Payment Terms
Our fees will be agreed upfront with our Clients, before any work is carried out. All fees are quoted on our website, these fees are charged per case, based on the amount of work required or per hour.
Invoices are issued monthly at the beginning of each month, covering the costs from the prior month.
For any cases where administration work is carried out, but no Mortgage Offer is issued, a fee of £20.00 will be payable to cover time and administration costs.
Overdue payment will be subject to a £10 late payment fee during the first 28 days. An additional £10 will be added for every 7 days subsequent to that, whilst the payment remains overdue. In the event that payment is not received after 10 weeks from the due date, we will instruct our legal contact to handle matters, for which clients will be liable for additional fees.
Confidentiality
Bumblebee Paraplanning will not, at any time, either directly or indirectly, divulge, disclose or communicate in any manner, any information that is propriety to the client, unless specifically requested to do so by the client or obliged to by law.
All information and data will be treated with the strictest confidence and will not be used for the personal benefit of Bumblebee Paraplanning. This stipulation will continue after the termination of any Contract or Agreement.
Any documents containing personal financial details belonging to the client or the client’s clients will be destroyed four weeks after completion and payment of the tasks or project.
All documentation received from the applicants directly to Bumblebee Paraplanning, will be sent over to the clients, by the clients preferred delivery method.
If required by the client, Bumblebee Paraplanning would be happy to sign any non-disclosure or confidentiality agreement.
Bumblebee Paraplanning is regulated by the Data Protection Act (1998), registration number is ZC011236 .
Liability
Bumblebee Paraplanning cannot be held responsible for any loss or damage to data or equipment relating to projects or tasks, during transit to/from and within its premises.
Bumblebee Paraplanning uses anti-virus protection and all incoming emails / documents will be scanned. We reserve the right to delete any unsolicited attachments or mail, which causes concern from an unrecognised sender or has no subject heading or contains no message. The client is responsible for their own anti-virus protection.
It is the client’s responsibility to ensure that all work submitted to Bumblebee Paraplanning is correct and legible. Any errors made by Bumblebee Paraplanning will be corrected free of charge.
Bumblebee Paraplanning – Terms of Business Updated 22nd October 2025