We provide a full service from initial case check, analysis and CFR overhaul. Meticulous attention to detail catered to your working style through to business submission; we maintain a Suitable-First-Time score of 95%+ (including Safeguarded/DB/HNW cases).
We work across all SJP advice areas ranging from New Money, Protection to Offshore and DFM. We specialise in Pension Replacements and Drawdown, Defined Benefit Transfers and complex Multi-Trust IHT planning. With experience purely from the highest level of SJP LMBU practices, you can call on us for advice and technical questions anytime.
We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James Place Wealth Management Group
Company Details
- Address
- Kingsway, London,england,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Paraplanning, Pension Replacement, Investment Replacement, Tax Calculations, Safeguarded Benefits, Intergenerational Trust Planning, Inheritance Tax, Defined Benefit Transfers, EIS/VCT/ITS/RD DFM.
- HQ
- London, England
Fortis Paraplanning Questions
Fortis Paraplanning's website is https://www.fortisparaplanning.com/
Fortis Paraplanning's LinkedIn profile is https://uk.linkedin.com/company/fortis-paraplanning
Fortis Paraplanning's industry is
Financial Services
Fortis Paraplanning's top competitors are
Ripple Wealth,
Otg Energy,
Healtsy,
St. James’s Place,
Encodings,
Solar Florida Power,
Gilje Group As,
Bradbys Wealth Management,
Itsyourplace Limited,
Matter Agency.
Fortis Paraplanning's categories are Financial Services
