Question 1

Where can I find out more information regarding your fees?

Accepted Answer

All of our clients have a contract with Wiltshire Paraplanning so get in touch to see if what we offer works for you!
Click Here and let's talk

Question 2

How long is it going to take?

Accepted Answer

We pride ourselves on the fact that we will assess any replacement business within 5 working days or will request for information and confirm the turnaround time within 5 working days. Communication is key and we make sure that you know where we are with your cases at all times.

Question 3

How many paraplanners do you have?

Accepted Answer

We have 6 paraplanners, an Office Manager and an
Operations support who all work remotely. Find out if we have someone nearby, we love to
meet with our clients!

Question 4

What is Wiltshire Paraplanning’s replacement stats with St. James’s Place?

Accepted Answer

As a company we monitor our suitable first time grades every quarter. Individuals are rewarded for achieving the highest % of suitable grades for that quarter. As at Q1 we were achieving 86.66% suitable first time (exc. DBT's) and 73.07% when including our DBT submissions. We will be updating this score every quarter.

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