Specialist team of Paraplanners.
We provide support to St. James's Place Wealth Management Partners.
Completing full market research and analysis, critical yield calculations and suitability letters. Experience in various financial products from all types of pension transfers, investment transfers, IHT planning, VCT and EIS as well as DFM.
Having launched in January 2022, Prospective Administration Ltd is keeping your business on track for service goal requirements, from Letters of Authority sent and chased, to completing review letters. We now offer an in-depth outsourced administration service that is fit for all aspects of SJP administration changes. Please contact us to find out how our team can aid your business through an ever-changing environment.
Company Details
- Employees
- 4
- Founded
- 2023
- Address
- Brighton & Hove, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://prospective-group.com/
- Keywords
- Training, Compliance, Paraplanning.
- HQ
- Brighton & Hove
James Rogers - Paraplanning Questions
James Rogers - Paraplanning's website is https://prospective-group.com/
James Rogers - Paraplanning's LinkedIn profile is https://uk.linkedin.com/company/jamesrogersparaplanning
James Rogers - Paraplanning has
4 employees.
View email and phone details for 4
employees at James Rogers - Paraplanning.
James Rogers - Paraplanning's industry is
Financial Services
James Rogers - Paraplanning's top competitors are
Abound Paraplanning Service,
Part-Time Paraplanning Co.,
Synergy Paraplanning Ltd,
Athena Paraplanning,
Eparaplanner Llc,
Bright Paraplanning Ltd,
Sparrow Paraplanning,
Elite Paraplanning Ltd,
Signature Paraplanning,
Absolute Paraplanning.
James Rogers - Paraplanning's categories are Financial Services
James Rogers - Paraplanning's founding year is 2023
