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:
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.
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.