Fortis Paraplanning

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