Principle Paraplanning
PP
Financial Advisors
Principle Paraplanning
123 Festing Grove, Southsea PO4 9QE
# Principle Paraplanning
Principle Paraplanning is a specialist paraplanning firm based in Southsea that provides comprehensive administrative and technical support to St. James's Place financial advisers. The firm handles the time-consuming back-office work that allows advisers to concentrate on client relationships and strategic guidance.
The business serves financial advisers within the St. James's Place network who need reliable paraplanning support. Their team of experienced, qualified paraplanners manages the complex technical and administrative demands of financial planning cases, from initial data gathering through to final FCA approval.
What sets Principle apart is their deep understanding of St. James's Place requirements combined with a commitment to quality at every stage. They take ownership of provider contact calls, eliminating the stress of chasing information. Their streamlined submission process ensures meticulous preparation of suitability reports, letters, illustrations and advice sets. A dedicated operations manager provides continuity, whilst clients receive regular updates throughout the pension transfer process—acting as "eyes and ears" so advisers can focus on client outcomes rather than case administration.
The firm recognises that Consumer Duty compliance adds pressure to adviser workloads. By handling critical yield calculations, tax analysis, Letters of Authority and ceding information gathering, Principle reduces this burden significantly. Their competitive pricing model reflects their partnership approach with SJP advisers, delivering high-quality work without excessive cost overhead.
Principle Paraplanning is a specialist paraplanning firm based in Southsea that provides comprehensive administrative and technical support to St. James's Place financial advisers. The firm handles the time-consuming back-office work that allows advisers to concentrate on client relationships and strategic guidance.
The business serves financial advisers within the St. James's Place network who need reliable paraplanning support. Their team of experienced, qualified paraplanners manages the complex technical and administrative demands of financial planning cases, from initial data gathering through to final FCA approval.
What sets Principle apart is their deep understanding of St. James's Place requirements combined with a commitment to quality at every stage. They take ownership of provider contact calls, eliminating the stress of chasing information. Their streamlined submission process ensures meticulous preparation of suitability reports, letters, illustrations and advice sets. A dedicated operations manager provides continuity, whilst clients receive regular updates throughout the pension transfer process—acting as "eyes and ears" so advisers can focus on client outcomes rather than case administration.
The firm recognises that Consumer Duty compliance adds pressure to adviser workloads. By handling critical yield calculations, tax analysis, Letters of Authority and ceding information gathering, Principle reduces this burden significantly. Their competitive pricing model reflects their partnership approach with SJP advisers, delivering high-quality work without excessive cost overhead.
Services offered
Data gathering and provider liaisonLetters of AuthorityCritical yield calculationsTax calculationsSuitability report preparationPension illustration compilationFCA case submission and approvalOngoing case updates and administration