We are a leading provider of paraplanning services for St. James's Place Partners, helping them deliver exceptional financial advice to their clients. With our comprehensive expertise and dedication to excellence, we support financial advisors in creating tailored solutions that align with their clients' goals, ensuring their success and satisfaction.

Additionally, we deliver specialist technical consulting services,  with a particular focus on making the most of Salesforce, not just as a CRM but as an all encompassing practice management tool through designing and implementing bespoke business process management solutions. 

Unlike template-based systems that often overlook the practical realities of day-to-day advice delivery, our approach is tailored to the unique needs of each practice. We understand how Compliance, Risk & Business Assurance requirements, as well as data quality, directly impact client outcomes and operational efficiency in a financial planning practice — not just in theory, but in the way a practice can actually run smoothly. 

We also create custom Salesforce dashboards and advanced reports that provide SJP Partners and their teams with meaningful, accessible insights, at the click of a button, without needing to trawl through records and reems of data. 

These tools are designed to support efficient practice management and greater convenience when managing/updating data, grounded in a deep appreciation for the operational and compliance nuances that standard systems often fail to address.


GE Paraplanning Limited

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GE Paraplanning Limited

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