We take all the hassle out of paraplanning and administration and empower SJP advisors and practices to focus on what they do best - delivering outstanding financial advice and client service!
Why are we different?
We’re SJP specialists and fully integrated with Salesforce
We’re more flexible, tailoring solutions so you only pay for what you really need/can afford
We’re a one-stop shop – where else can you get all this from one trusted partner?
- Administration
- Paraplanning
- Leadership coaching and mentoring
- Practice process reviews and best practice audits
- HR Guidance
Our team has over 75 years of combined experience of working within the industry, leading and growing financial services practices.
Call us today to discuss how we can help.
** The Practice Bridge provides services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group**
Company Details
- Employees
- 3
- Founded
- -
- Address
- Kings Lynn, Gb
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Keywords
- Administration, Virtual Assistance, Financial Services, Support Services, Operations, Systems & Processes, Paraplanning, Coaching, Mentoring, Practice Management, Human Resources, Leadership, Compliance, Audit.
- HQ
- Kings Lynn
The Practice Bridge Questions
The Practice Bridge's website is https://www.thepracticebridge.co.uk/
The Practice Bridge's LinkedIn profile is https://uk.linkedin.com/company/the-practice-bridge
The Practice Bridge has
3 employees.
View email and phone details for 3
employees at The Practice Bridge.
The Practice Bridge's industry is
Business Consulting and Services
The Practice Bridge's top competitors are
Principle Paraplanning Ltd,
Virtual Pa Services,
Royston Fox Associates,
Absolute Paraplanning,
Martin Salter & Co Limited,
T C Garrett Roofing Ltd,
Aretian Wealth Management Limited,
Intuitive Support,
Reneu Digital,
Insurance Institute Of Cardiff.
The Practice Bridge's categories are Business Consulting and Services
The Practice Bridge's founding year is 2020
