20+
Years' SJP Paraplanning Experience
90%+
Quality of Documentation
Score (QOD)
Top 100
SJP Paraplanners
2022
Our Values
We combine accurate and compliant documentation with a focus on close working relationships with Partners, this approach has allowed us to build a paraplanning service that is as much about generating high quality documentation as it is ensuring a personable and reliable service.
Our Process
Handover – Submit your case along with any ceding
information
Initial Case Check – Within 24 hours we’ll check we have
everything we need
CYC – Let’s make sure your case passes!
Tax Calculations – There’re only two certainties in life right…..
Suitability Report – One of our experienced Paraplanners will write it all up
Submit the Case – Ta Da! All finished (once Business Assurance have done their bit of course)
Our most asked questions?
All of them!
If St. James’s Place offer the product, we offer the report.
Our fees vary dependent on case type and we offer reports from as little as £50.00. We use structured, case by case charging so you’ll always know what you’re paying before going ahead.
Get in touch today for a full pricing list.
We’re here to help with any volume of cases. Whether you’re looking for a permanent solution to your paraplanning needs or are simply a little overrun and need assistance during busy periods, we’re on hand to help.
Using a combination of experienced Paraplanners and our robust internal case checks, we consistently maintain QOD above 90%.
Two of our Paraplanners were in the Top 100 Paraplanners in St. James’s Place in 2022 (that’s out of 5,000+…..we were pretty impressed with ourselves!)
Once we have everything we need we aim to have your case written within 3 – 5 working days.
