Bespoke Paraplanning Services

Here at The Paraplanning Partnership, we understand that employing your own Paraplanner can be expensive. We offer a bespoke Paraplanning service, exclusively to Partners of St. James’s Place, to remove the need to employ someone permanently. Our experience of working within St. James’s Place means we understand your needs, so we’re able to meet them better than anyone else.

Our cost-efficient service saves you money, and importantly, time, to enable you to do what you do best – grow your business and enhance your client relationships. Our qualified team are always here when you need us, without the ongoing costs of a full-time employee.

Professional, Efficient

We pride ourselves on our quality service, aiming to complete cases handed over with all the relevant information required in five working days.

We also recognise that ongoing education is important. As such, our team are educated to or working towards Level 4 Diploma status, with a broad range of skills at your disposal.

paraplanning
paraplanning

Why Work With Us..?

The Paraplanning Partnership are a provider of compliant paraplanning and support services. We aim to deliver a flexible and professional services tailored to you and your needs. We pride ourselves on delivering a quality service which meets and exceeds your expectations.

We recognise that ongoing education is important and as such our team are educated to or working towards Level 4 Diploma status with a broad range of skills at your disposal. We aim to complete cases handed over after receipt of all relevant information required in 5 working days.

Reduced costs
only pay for
what you use

Improve efficiency
with high quality
Suitability Letters

We are here
when you
need us

Free up your time
to build your client
relationships

Qualified team
without ongoing
costs

Meet end of tax
year demands