James Rogers - Paraplanning Email Formats

Financial Services • Brighton & Hove, United Kingdom • 1-10 Employees

Key Contact at James Rogers - Paraplanning

James Rogers

Director

Company overview

Headquarters	Brighton & Hove, United Kingdom
Website	prospective-group.com
NAICS	52
Keywords	Training, Compliance, Paraplanning
Founded	2023
Employees	1-10

About James Rogers - Paraplanning

Specialist team of Paraplanners. We provide support to St. James's Place Wealth Management Partners. Completing full market research and analysis, critical yield calculations and suitability letters. Experience in various financial products from all types of pension transfers, investment transfers, IHT planning, VCT and EIS as well as DFM. Having launched in January 2022, Prospective Administration Ltd is keeping your business on track for service goal requirements, from Letters of Authority sent and chased, to completing review letters. We now offer an in-depth outsourced administration service that is fit for all aspects of SJP administration changes. Please contact us to find out how our team can aid your business through an ever-changing environment.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

James Rogers - Paraplanning has never raised funding before.

Frequently asked questions

James Rogers - Paraplanning is located in Brighton & Hove, GB.

James Rogers - Paraplanning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

James Rogers - Paraplanning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at James Rogers - Paraplanning

James Rogers

Director

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