Principle Paraplanning Revenue

Financial Services • Southsea, England, United Kingdom • 1-10 Employees

Principle Paraplanning revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Principle Paraplanning

Jon Willmott

Owner/Director

Alison Neale

Director

Steve Peplow

Director Of Operations

Company overview

Headquarters	Southsea, England, United Kingdom
Phone number	+442394380090
Website	principleparaplanning.com
NAICS	52
Keywords	Tax Calculations, Cfr Completion, Critical Yield Calculations, Gathering Plan Information, Illustrations And Advise Sets, Letters Of Authority, Submission For Ba Approval, Suitability Report Prep
Founded	2018
Employees	1-10

About Principle Paraplanning

At Principle we provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group. We offer an online platform which enables the partnership real-time live update. We offer direct access to the paraplanners dealing with your cases along with the ability to submit your cases to us online. We are trusted by over 250+ practices and currently have a QOD score (across the board) of 96.7% Suitable on submission (to December 2022). (This includes all complex cases). We provide the following: - Access to an Online platform which provides real-time live updates. - Direct contact with the paraplanner dealing with your case - An online submission process to ensure a smooth transition between offices - A full data gathering service (included within the Paraplanning fee) - Recommendations on how to provide an handover which enables us to move forward with your case(s) immediately - Access to 20+ of the best paraplanners with some who have been rated in the top 100 paraplanners (60% of our employed workforce have been rated in the top 100 Paraplanners for the quality of documentation). - A process driven business focusing on efficiency, cost and quality.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

Principle Paraplanning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Principle Paraplanning has never raised funding before.

Principle Paraplanning Tech Stack

Discover the technologies and tools that power Principle Paraplanning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Popup Maker

WordPress plugins

Frequently asked questions

Principle Paraplanning is located in Southsea, England, GB.

You can reach Principle Paraplanning at +442394380090.

Principle Paraplanning generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Principle Paraplanning has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Principle Paraplanning was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Principle Paraplanning

Jon Willmott

Owner/Director

Alison Neale

Director

Steve Peplow

Director Of Operations

4.8

40,000 users