Having worked in established Partner Practices of St. James’s Place for over 6 years, I am experienced in all aspects of Paraplanning and Client Servicing roles within the company. With ever increasing documentation requirements, my goal is to provide an efficient and personalised service to Partners and Advisers within St. James’s Place.
Company Details
- Employees
- 1
- Address
- Newcastle Upon Tyne, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Personal Paraplanning Support for Partners and Advisers of St. James’s Place Wealth Management.
- HQ
- Newcastle upon Tyne
Peak Paraplanning Questions
Peak Paraplanning's LinkedIn profile is https://uk.linkedin.com/company/peak-paraplanning
Peak Paraplanning has
1 employees.
View email and phone details for 1
employees at Peak Paraplanning.
Peak Paraplanning's industry is
Financial Services
Peak Paraplanning's top competitors are
Main Street Financial Solutions Au,
Tmp Wealth Management Ltd,
Ocm Wealth Management,
Sky Betting & Gaming,
Vypr.
Peak Paraplanning's categories are Financial Services
