We are a small, experienced team providing reliable paraplanning and administration support to St. James’s Place Partner Practices. With extensive experience working within the SJP environment, we understand the importance of getting things right, maintaining high standards and building longstanding relationships with the advisers and practices we support.
 

Our services extend beyond traditional paraplanning, with administration support available to help practices manage their day-to-day workload more effectively. Ashley is also a certified Business Strategist, enabling us to take a wider view of how a practice operates, provide insight into business structure and processes, and identify practical ways to improve efficiency, workflows and ways of working.
 

We deliberately manage the number of clients we work with at any one time so that we can maintain the level of service our clients expect. Quality and compliance remain at the heart of what we do, and we regularly monitor our results and processes to ensure we continue to deliver a consistently high standard of work.