Paraplanning.
Done Right
Grow your businessA 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 processWelcome 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
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
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
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
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
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
“We have been using Principle over the last 18 months to help with our Paraplanning needs, they provide a terrific service and are super helpful, we would highly recommend other partners use them. They provide timely updates; the work is excellent quality, and they are happy to assist with cases and chat anything through. Great service. Thanks to Jon, Steve and the Team.”
Practice Manager for Professional Wealth Strategies
“I can say with confidence that we have forged a strong working dynamic with Principle Paraplanning over the last year. They have excellent communication and are always timely with updates in relation to clients, whether this be by phone or email. All the Team at Principle are extremely cooperative, happy to take on any CYCs or Suitability Letters that we request, even at short notice on occasion, and they carry these out with the utmost professionalism and adherence to the quality standards of Business Assurance.”
Practice Manager, H-J Wealth Planning Ltd
“We have been delighted with the service we have received from Principle. They have a very professional and experienced team of paraplanners. The weekly updates help us to ensure cases are completed in a timely fashion and manage our clients’ expectations.”
Director of Rodney Spiller Wealth Management Ltd
“I have found the team at Principle Paraplanning to be extremely helpful and efficient in dealing with my cases. I now send them most of my replacement, and more complicated cases and have found them to be highly proficient in achieving Business Assurance approval. They always respond quickly to queries and have taken a considerable amount of administrative burden off my shoulders. I highly recommend them.”
Ross Douglas DipPFS
“I have been using the services of Principle Paraplanning for many pension and investment cases over the previous year and would highly recommend them to other partners and advisers. The service and communication have been excellent!”
Director of Godiva Financial Planning Ltd
“We have now been using Principle for all our transfer cases over the last 4 months and have been very impressed with their professional and prompt service. Their attention to detail and clear understanding of what is required within the reports has been invaluable and increased our quality of documentation scores considerably.”
Future Wealth Management
“I have found the service from Principle to be excellent. The paraplanners are very experienced and knowledgeable, with a wide range of product expertise across the team, meaning they can take on all types of case work. Communication with the paraplanners is good and work is completed within the deadlines set. For anyone looking for an outsourced paraplanning service, I would recommend Principle.”
High House Wealth Management
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