Paraplanning.
Done Right

Grow your business

A reliable and professional paraplanning firm collaborating with St. James’s Place practices.

Relied upon by hundreds of St. James’s Place advisers.

Partner with Principle and you will work with a firm that offers

Let us simplify your financial planning process
Welcome to Principle Paraplanning, where our team of highly experienced and qualified paraplanners are here to support financial advisers like you, giving you more time and freedom to focus on what you do best.

Experienced and Qualified Paraplanners

Experienced and Qualified Paraplanners

Our team at Principle Paraplanning understands the complex world of finance. With years of experience in the industry, we have the knowledge and skills to help you make sense of your client's money.

Proven track
record

Proven track
record

We take care of time-consuming tasks, such as gathering ceding information, sending Letters of Authority, conducting critical yield calculations, tax calculations, and more. This allows you to focus on providing valuable advice and building relationships with your clients

Easy and streamlined submission process

Easy and streamlined submission process

Our team is committed to delivering high-quality work. We meticulously prepare suitability reports, letters, illustrations, and advice sets, and submit cases for BA approval. You can trust us to ensure that every aspect of your client's case is handled with precision and attention to detail.

Competitive pricing

Competitive pricing

We work closely with St. James's Place partners and financial advisers like you. By collaborating with Principle Paraplanning, you can rely on us to obtain the best possible grade on your case. Let us take the stress and pressure off your shoulders so that you can focus on achieving success for your clients.

Dedicated Operations
Manager

Dedicated Operations
Manager

Regular updates every
step of the way

Regular updates every
step of the way

Where Paraplanning Meets Excellence

At Principle Paraplanning, we understand that financial advisers have a lot on their plate especially with the new consumer duty rules. That’s why our highly experienced and qualified paraplanners are here to support you, giving you more time and freedom to focus on what you do best – guiding your clients in making informed financial decisions. 

Let us complete the tasks that we are experts in to allow you the time to effectively support your clients.

Leave the heavy lifting to us

Let us handle the time-consuming and stressful task of calling providers on your behalf for data gathering.

A partnership built on trust and reliability

Collaborate with principle to ensure your work is completed efficiently and to the highest standard, all while meeting the expectations and standards set by St. James’s Place.

Your clients need vital and regular updates as the process of ceding to a new pension scheme is not easy. Our team will act as your eyes and ears, meaning you can focus on what you do best. Our specialist Paraplanners are experts in their field so we ensure that each individual receives the best possible service.

Why Choose Us?

Our team of highly experienced and qualified paraplanners offers a comprehensive and hassle-free service exclusively for St. James’s Place partners and advisers. Let us alleviate the stress and pressure associated with Paraplanning such as gathering ceding information, writing reports, gaining BA approval. Letting us take care of this for you will enable you to save valuable time to enhance the service you offer your clients. Every case we work on will receive exceptional care and attention.

Hear from
our clients

Testimonials

Our Awards and Nominations

Winner of

Chartered Institute for Securities & Investments Paraplanner of the Year 2023

Winner of

Professional Paraplanner Outsourced Paraplanner of the year 2023

Shortlisted for

St. James’s Place Paraplanner of the year 2023

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