Our Services

We provide report writing and administrative services exclusively for financial advisers within the St. James's Place Partnership, helping to deliver a professional and seamless financial planning experience to retail clients. We are able to tailor our services to meet your business needs, whether you require an end to end solution or just a report writing service, we have the solution for you. Please see our most popular services below:

INFORMATION GATHERING

Letter of Authority is issued to the provider and followed up on a regular basis until all relevant ceding scheme information has been received.

ASSESSMENT & ANALYSIS

Reviewing plan information and client circumstances to determine whether a recommendation is feasible.

Identifying any possible problems

and seeking clarity when required.

SUITABILITY REPORTS

We aim to have a report written and ready to submit for checking within 5 to 10 working days, providing all information has been received.

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