A look back at our impact on supporting you

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13 different advisory firms supported, large and small

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Over 575 paraplanning cases completed

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Over 400 annual reviews supported

Alternative support solutions

Here are some businesses that we would be happy to point in your direction:

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Parapool

Parapool is an innovative online marketplace that helps connect SJP advisers with independent paraplanners in three easy steps. Easily submit your case using their intuitive platform, receive up to 5 competitive bids per case and choose the best paraplanner for your needs based on what matters most to you. Click here to visit their website: https://www.parapool.co.uk

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SD Paraplanning

If you're a financial adviser looking for high-quality, outsourced paraplanning services, please reach out to Sophie Denton. With experience in investments, pensions, mortgages and equity release, she offers a range of services, including cash flow modelling, research, analysis, report writing, compliance checks and financial planning support. Please email Sophie at [email protected]

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Intuitive Support Services

Intuitive's team spearhead their LOA Guide, which supports a wide range of advisory firms and outsourced paraplanning and admin businesses, providing them the latest low-down on how to contact providers for ceding scheme information, as well as if they support DocuSigned LOAs, if they accept scanned copies and more. Visit their website: https://www.intuitivesupportservices.com

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4admin

Streamline your LoA process, optimise turnaround times and enhance compliance with 4admin's AI-powered LoA management system. Analysing, tracking and following up on LoAs is time-consuming. Unlock your team's potential by centralising data extraction, information requests, checklist generation, file notes and CRM updates with one click. Visit their website at: https://4admin.co.uk/

Please keep in mind: we've shared these links in good faith, but we recommend doing your own research to decide whether any of these services are the right fit for you. JG Paraplanning isn’t affiliated with these companies and can’t take responsibility for the services they provide.

We wish you all the best for the future

We're immensely proud of our journey, what we set out to do and what we have accomplished over the last three and a half years. We will look back on these days with pride, and we're looking forward to seeing what adventures lie ahead.

© 2024 JG Paraplanning LLP.

All rights reserved. JG Paraplanning LLP is a Limited Liability Partnership registered in England and Wales (company no. OC447046).