Paraplanning for St. James’s Place partners and practices

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Our team is based in Wrexham, North Wales, an area known for its growing financial sector. Within the team we have a combined experience of over 50 years’ working alongside the renowned Wealth Management business St. James’s Place.

We have a thorough understanding of what St. James’s Place looks for in terms of quality of documentation, supporting you to meet regulatory deadlines and streamlining your internal administration to meet and exceed client expectations when it comes to delivering financial planning. We pride ourselves in attention to detail and our sustained high quality of documentation score. In turn this supports St. James’s Place practices in their partner quality score.

We offer a wide variety of paraplanning services which provides professional admin support and allows you to focus on your business and most importantly your clients. We offer support to all St. James’s Place practices and partners.

We maintain an experienced and driven team with sound understanding of St. James’s Place systems and processes.

Whatever stage your business is at, we offer a range of professional services to suit your needs. We pride ourselves in getting to know you, what you do and what your needs are, and we want to extend that personal approach so that you get to know us too.

We can provide the following paraplanning support for you and your business:

New Business Paraplanning Services

  • Investment
  • Protection
  • Pension
  • Group protection
  • Inheritance tax (IHT) planning
  • Annuity
  • Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT)
  • Long-term care

Transfer & Replacement Paraplanning Services

  • Pension
  • Investment
  • Stocks and shares ISA transfer
  • Cash ISA transfer
  • Inheritance tax (IHT) replacement
  • Long-term care
  • Cases (including carry forward)
  • Drawdown and uncrystallised funds pension lump sum (UFPLS) recommendation
  • Internal drawdown St. James’s Place (SJP) cases
  • Internal UFPLS SJP cases
  • Ceding scheme information gathering

Defined Benefit Pension Transfer Paraplanning Services

  • Stage 1 – Letter of Engagement (Initial discussion of case, and production of letter of engagement)
  • Stage 2 – Abridged Advice (Further discussion of case, and initial thoughts on suitability of advice to transfer or retain benefits. Production of abridged advice letter, preliminary BA review and submission of abridged advice)
  • Stage 3 – Full Advice (Cash flow analysis – Long Term Income Calculators or Voyant reports. Production of full advice suitability letter, submission to BA and completion of any feedback received)

Other Paraplanning Services

  • Standalone inheritance tax (IHT) calculations
  • Standalone CYC
  • Short suitability letter
  • Drawdown review letters

As the perfect alternative to the time and costs of hiring an in-house paraplanner or supporting you with overflow in your current paraplanner team, we can be here to help. Please fill in our contact form and we can arrange to set up a consultation meeting to understand your needs.

Get in touch with us