ST. JAMES'S PLACE PARTNERS
At Signature Planning Services, we offer an exclusive service to St. James’s Place Partners. With our extensive knowledge of the financial services industry and St. James's Place processes and systems, we produce top-rated work for our clients. We also achieve high quality of documentation grades to ensure that you meet QOD targets.
We will support you in any way that is needed, from sending LOAs and gathering ceding scheme information to updating CFRs and preparing illustrations, tax calculations and suitability reports.
We also offer standalone services such as our CYC service, Checklisting Service and Safeguarded Benefits Calculations.
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Get in touch today to see how we can help your business.
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You are not locked in for any period of time, we can complete any work as and when you'd like.
There is no minimum requirement or limit on the amount of documentation we complete for you.
There are no hidden fees or upfront costs, you pay us when we have completed the required work for you.
We have a team of qualified, highly skilled Paraplanners that consistently achieve an incredible first time suitability rate of over 90%.