SJP Partners’ one stop shop for all your paraplanning needs
About
Us
We work across all SJP advice areas ranging from New Money, Protection to Offshore. We specialise in Defined Benefit Transfer and complex Inter-Generational Multi Trust IHT planning, providing a full service from pre-meeting advice discussions and analysis, through to approval.
Our experienced team have maintained a 95% Suitable first time score, across replacement business including Defined/Safeguarded Benefit Cases.
We pride ourselves on providing
a detailed, flexible and timely service to take out the stress of casework away from the advisor.
We adapt to your working style and turn over every stone, removing the headache of paraplanning away from your workflow.
What
We
Offer
Investments
Pensions, Investments, Complex Replacements, Tax Calculations, IHT and Inter-Generational
Multiple Trust Planning and Defined Benefit Transfers Expertise, Protection.
Analysis
Complex and Accurate Analysis Fully Compliant to St. James’s Place Requirements:
Critical Yield Calculations, Safeguarded Benefit Analysis, Annual Allowance and Tapering Calculations, Investment Bond and Top Slicing Calculations, IHT calculations, Trust and Income Tax calculations, Cash Flow Forecasting.
Why
Fortis
Cost and time saving
By outsourcing your paraplanning, you save valuable time, reduce expenses and focus on what really matters: your client base.
Eliminate costs associated with hiring and training staff, freeing up cash flow within your business. You only pay for the services you require, when you need them, making us a cost-effective solution for your financial paraplanning needs.
Flexibility
In an industry that experiences fluctuations in demand, you can leverage Fortis to easily scale up or down based on the seasonality of your business. This adaptability allows you to optimize resource allocation, maintain cost- efficiency, and effectively manage your workflow throughout the year.
With Fortis, you can navigate the varying demands of the financial services industry with ease and agility.
Extended knowledge
Outsourcing provides access to specialized skills and expertise that may be beyond your internal resources. By partnering with us, you gain access to a wealth of
knowledge, experience, and qualifications that can enhance your business capabilities.
Case submission for BA Approval
Preparation of Suitability Report and Letters
Creation of Illustrations and Advice Sets
Contact Us
Office Address
York House, 23 Kingsway, Holborn
London, WC2B 6UJ
Contact
fortis@sjpp.co.uk
02077441622
Opening Hours
Mon - Fri
9:00 am – 5:00 pm