The Paraplanning Partnership

MISSION STATEMENT

“Exclusively dedicated to delivering financial advisers within the St. James’s Place partnership a specialist, compliant, and efficient paraplanning service. We are committed to providing trusted and efficient support that enables you to focus wholeheartedly on guiding your clients toward financial success.”

About The Paraplanning Partnership

We offer a comprehensive array of services catering to businesses of all sizes, ranging from individual advisor practices to expansive multi-advisor setups. Our goal is to meet the specific needs of each practice, whether that involves the support of your existing paraplanning team or providing sole paraplanning assistance.

Carl Miller

Carl has been involved in the Financial Services industry since 2007 and has provided support to advisers of the St. James’s Place partnership since 2016. Having attained the Diploma in Financial Planning, he is currently working towards Chartered status. Carl’s primary role within the business is to build and maintain relationships with advisers, serving as their main point of contact for discussions on more intricate cases. Additionally, Carl regularly liaises with Advice Guidance and Business Assurance to uphold our stringent standards for Quality of Document scores.

Michael Savage

Michael is a partner and achieved Fellow status with the Chartered Insurance Institute in April 2023 and has over 25 years of experience in the Financial Services industry. His primary focus at present is maintaining the quality, and ensuring the compliance of, Suitability reports. Michael carried with him an expansive knowledge in sales management when joining St. James’s Place in 2011. Michael’s insights into advisers’ requirements enables us to adapt our processes to align with the growing demands and pressures faced by advisers within this dynamic regulatory landscape.

Carl Miller

Michael Savage

Michael is a partner and achieved Fellow status with the Chartered Insurance Institute in April 2023 and has over 25 years of experience in the Financial Services industry. His primary focus at present is maintaining the quality, and ensuring the compliance of, Suitability reports. Michael carried with him and an expansive knowledge in sales management when joining St. James’s Place in 2011. Michael’s insights into advisers’ requirements enables us to adapt our processes to align with the growing demands and pressures faced by advisers within this dynamic regulatory landscape.

"Always helpful and supportive no matter what situation we find ourselves. Professional, very approachable and the team always get back to me with a pragmatic solution. Your support is invaluable to me and the business."

"For the last 12 months, I have been working with Carl and his team and to date, the para-planning service has been excellent! The quality of work has been very high and whenever I have complex cases, Carl’s team have been incredibly helpful. I am happy to recommend their services"

"Carl and the team at The Paraplanning Partnership have been an integral part of my business since joining SJP in 2019. They keep me compliant, have a can do attitude and try and take away as much of my workload as is possible. I would have no hesitation and indeed have already done so; in recommending them to any partners wanting a paraplanning service that ensures excellent client outcomes every time."

"Initially I was very reluctant to use a Paraplanner, as I felt it was not only an additional cost to my business, but how could a third party convey in a letter, the discussion had with a client, in my words. However, I decided to give Carl the opportunity and I can honestly say, it is the best decision I have made. He is a pleasure to deal with, very professional and extremely knowledgeable. Carl is delighted to discuss any case with me and this has proven to be extremely beneficial with particularly complex scenarios. Having the confidence in Carl, has given me more time to concentrate on spending more time with clients and allowed me to focus on other ways of growing my business."

"The Paraplanning Partnership are an integral part of our business at A S Wealth Management. We have used their services since the start and have kept them as our paraplanning partners due to their high level of service, accuracy, efficiency and, above all else their level of professionalism. They are always friendly and enable us to achieve our goal of excellent client outcomes. A S Wealth Management wouldn’t use anyone else moving forward and that speaks volumes about the level of trust we have in them."