Synergy Paraplanning Ltd
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57 Franklin Avenue | Falkirk, FK2 7FU
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http://synergy-paraplanning.co.uk/
Last time updated: 2/13/25, 1:56 AM
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About

Synergy Paraplanning was established in 2016 and is a paraplanning outsourcing company supporting St. James Place Partner Practices across the country. We have been involved in over 3,000 recommendations and we have team of highly qualified professional Paraplanners. We have extensive experience of the St. James's Place proposition and advice process journey, as well as a unique understanding of Business Assurance. We pride ourselves on our SLA's and the quality of our advice sets which has led to consistently high quality scores across the board. As result of the volume cases that have passed our doors we have seen all combinations of recommendations and we more than happy to take on complex scenarios.

Frequently Asked Questions
What are Synergy Paraplanning Ltd main services?
EIS, VCT, Pension Replacements, IHT recommendations, Trust recommendations, Investment Replacements, ITS, Pension recommendations, Investment recommendations, Voyant, Private Client, Rowan Dartington, Defined Benefit Transfers, Outsourcing Paraplanning services, Protection recommendations, tax calculations, ceding scheme analysis, Cashflows, Suitability report writing, Salesforce.
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