Principle Paraplanning Ltd

At Principle we provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group. We offer an online platform which enables the partnership real-time live update. We offer direct access to the paraplanners dealing with your cases along with the ability to submit your cases to us online. We are trusted by over 250+ practices and currently have a QOD score (across the board) of 96.7% Suitable on submission (to December 2022). (This includes all complex cases). We provide the following: - Access to an Online platform which provides real-time live updates. - Direct contact with the paraplanner dealing with your case - An online submission process to ensure a smooth transition between offices - A full data gathering service (included within the Paraplanning fee) - Recommendations on how to provide an handover which enables us to move forward with your case(s) immediately - Access to 20+ of the best paraplanners with some who have been rated in the top 100 paraplanners (60% of our employed workforce have been rated in the top 100 Paraplanners for the quality of documentation). - A process driven business focusing on efficiency, cost and quality.