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.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Southsea, Portsmouth,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Letters of Authority, Gathering plan information, Critical Yield Calculations, Illustrations and advise sets, CFR completion, Suitability Report prep, Submission for BA approval, Tax Calculations.
- HQ
- Portsmouth
Principle Paraplanning Ltd Questions
Principle Paraplanning Ltd's website is https://principleparaplanning.com/
Principle Paraplanning Ltd's LinkedIn profile is https://uk.linkedin.com/company/principle-paraplanning-ltd
Principle Paraplanning Ltd has
6 employees.
View email and phone details for 6
employees at Principle Paraplanning Ltd.
Principle Paraplanning Ltd's industry is
Financial Services
Principle Paraplanning Ltd's top competitors are
Fern,
The Paraplanner Club,
Parapool - The Paraplanning Platform,
Part-Time Paraplanning Co.,
The Complete Paraplanner,
Tweed Paraplanning Ltd,
Argonaut Paraplanning - Award-Winning Outsourced Paraplanning,
Absolute Paraplanning,
Tweed Business Advisory,
Signature Paraplanning.
Principle Paraplanning Ltd's categories are Financial Services
Principle Paraplanning Ltd's founding year is 2018
