Our Services
  Discover more about our range of services by taking a peak below

Core Services

New Business
We offer a full New Business service across St. James's Place product proposition including Pensions, Investments and Protection. The service includes analysis of the CFR, calculation work, creation of the suitability letter and associated illustrations.
Replacement Business
Our Replacement Business service covers all planning areas incorporating any tax and critical yield calculations required, CFR and ceding scheme analysis, production of associated illustrations and creation of detailed suitability letters.
Defined Benefit Replacements

Our Defined Benefit Replacement service incorporates all calculation work including cashflows and LTIC’s. We will also analyse the CFR, CETV, TVAS report, scheme booklet and produce detailed suitability reports and illustrations.

At Retirement 
Our At Retirement service includes all aspects of Drawdown and Annuities recommendations. In particular we will produce the relevant cashflow and LTIC's calculations associated with Drawdown cases as well CFR analysis, production of illustrations and creation of the suitability letter.

Bolt On Services

Specialised Solutions
We offer a full paraplanning service for additional client planning areas such as:-

- DFM recommendation with Rowan Dartington;
- The Private Client Team;
- IHT and Trust Planning;
- EIS's and VCT's.

Calculations
We offer a stand alone calculation service covering:-

- CYC's and LTIC's;
- Cashflow scenarios;
- Carry Forward;
- Tax calculations for Inheritance Tax, Bond encashments and Capital Gains Tax.
Drawdown Reviews
Our Drawdown service extends to your client annual Drawdown Review letters. 

We can pick up the reviews letters regardless of whether we were involved in the original Drawdown recommendation or not. 
Full LOA Service
Our core and specialised services include engaging with ceding scheme providers after an initial LOA response has been received; however, we can gather the initial request for scheme information on your behalf.

All we need is our details added to the signed letter of authority (LOA), a copy of the LOA and confirmation the LOA as been sent.
For more details around what our services include please scroll down to 'Our Commitment to You' section at the bottom of this page.
You can also click on the link below to 'Our Process' page which describes the case journey.

Our Commitment to You

Dedicated Paraplanner Assigned

We ensure that a named paraplanner is assigned to your case allowing you both to build a relationship during the natural case journey to submission.
Case Review

Review the CFR ensuring relevant sections are accurate and relevant;
Gap analysis of any ceding scheme and or other supporting documents provided;
Mitigate any gaps by collecting additional items from relevant parties.
Submission of Compliant Case

The following will be submit on behalf of the partner:-
Suitability Report/Letter;
All illustrations;
All calculation work required to support the recommendation;
Any other supporting documentation.
Post Submission Warranty

We will interact with Business Assurance on your behalf during any pre approval stage or post sale check; 
We will support Partners during any appeal process.
Share by: