James Rogers - Paraplanning

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.