A HIGH QUALITY SERVICE FROM AN EXPERIENCED paraplanning supplier
Huntswood have been working with St. James’s Place for over 10 years providing Partners with paraplanning services to support their businesses.
We can ensure that you will be receiving a high quality service from our experienced paraplanning team, allowing you to spend more time with new and existing clients, strengthen relationships and provide an excellent standard of financial advice.
“I have used the Huntswood paraplanning team since December 2007, and have never found their knowledge and expertise wanting - as the breadth of experience in the team ensures there isn’t a case that can’t be reviewed by them. "The team's willingness to go the extra yard when needed has saved the day on many occasions – they always ensure the best outcomes for both the client and my business.”Royston Fox, Senior Partner Practice, St. James’s Place Wealth Management
How to use our service
To use our service, you will need to have a signed Framework Agreement and Direct Debit mandate in place with us before you can start submitting cases. The Framework Agreement will allow you to send us cases for five years and sets out everything you can expect from our paraplanning service.
Please email email@example.com or call 0208 068 1191 to request a Framework Agreement and Direct Debit mandate. Once the two signed documents are in place, you can begin submitting cases to us straight away by using the appropriate submission forms on the right.
We offer simple pricing based on the complexity of the case you send us, take a look at our rate sheet.
Everything you need to use our services:
Our dedicated team offers deep wealth planning experience whilst reducing costs of delivery