Jacob was recommended to me by another practice, and he's been a brilliant source of support. He's been helping with our paraplanning throughout the year, and he's been knowledgeable, fast and effective (getting suitable outcomes in all advice checks).
Communications have been great. He's very fast to respond, happy to talk over the phone, and is very detailed and helpful in his messages. Jacob has also introduced new systems into our practice, which have sped up our processes. Despite having never met physically, Jacob now feels like a part of our practice.
If you're looking for some paraplanning support, then you must have a coffee chat with Jacob!
