Your Paraplanning Support starts here!
Our clear service standards, professionalism and extensive knowledge of working alongside St. James's Place Wealth Management sets us aside as a premier choice for your outsourced paraplanning services.
To top it off we were nominated for the "Outsourced Paraplanner Of The Year" award in 2019!
About Us
Wiltshire Paraplanning was established in 2013 by Ashley Wiltshire. Ashley has worked in the Financial Services industry since 2006 when she joined St. James's Place head office. It was in 2012 after obtaining her pension transfer certificate that Ashley decided to try something new and left St. James's Place to train to become a paraplanner.
Since then Ashley hasn't looked back and has managed to build a wonderful network of people around her including a valuable team of paraplanners and an amazing group of longstanding clients.
Here's Some Of The Work We Do
Loan Plan
Gift Plan
Enterprise Investment Scheme (EIS)
Discounted Gift Plan (DGP)
Inheritance Tax Service (ITS)
Later Life Planning
Trust Investments
Pensions
Pension Transfers
Phased Drawdown
Income Drawdown
SIPPs
Annuities
Enhanced Annuities
New Business
Defined Benefit Transfers
Investments
ISA
ISA Transfers
Junior ISA
Bonds
Unit Trusts
VCTs/EIS
Rowan Dartington (DFM)
other
Term Assurance
Critical Illness Cover
Income Protection
Whole of Life Cover
Family Income Benefit
Group Term Assurance
Relevant Life Policies
Long Term Care
Equity Release
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