Professional paraplanning services for St. James's Place Partners

About Us
We are a leading provider of paraplanning services for St. James's Place Partners, helping them deliver exceptional financial advice to their clients. With our comprehensive expertise and dedication to excellence, we support financial advisors in creating tailored solutions that align with their clients' goals, ensuring their success and satisfaction.

Services

Thorough Financial Research and Analysis

Thorough Financial Research and Analysis

We conduct in-depth research and analysis to provide St. James's Place Partners with accurate and up-to-date financial information. From market trends and product comparisons to regulatory updates and industry insights, our research supports advisors in delivering comprehensive advice and staying ahead in a rapidly changing financial landscape.

Meet the Team

Claire McGuinness

Chief Technical Officer

Claire is a Certified Financial Planner™ professional, who strives to be a reliable point of contact to support SJP partners to provide great advice to their clients in line with the SJP advice framework. Whether this is through bouncing around ideas for future opportunities or to talk through the practicalities of the advice and compliance requirements both at initial sign up as well as on an ongoing basis.

Gwyn Edwards

Chief Financial Officer

Gwyn Edwards is a Chartered Financial Planner serves as the Chief Financial Officer (CFO) for GE Paraplanning Ltd. In this role, Gwyn is mainly responsible for developing relationships with other SJP Partners as potential clients. He is responsible for overseeing all financial aspects of the organization, ensures that the company's financial goals are met and that financial risks are mitigated.

Contact

  • 3rd floor, 2 Kingsway, Cardiff, UK
  •  9:00 - 17:00