We take all the hassle out of paraplanning and administration and empower SJP advisors and practices to focus on what they do best - delivering outstanding financial advice and client service! Why are we different? We’re SJP specialists and fully integrated with Salesforce We’re more flexible, tailoring solutions so you only pay for what you really need/can afford We’re a one-stop shop – where else can you get all this from one trusted partner? - Administration - Paraplanning - Leadership coaching and mentoring - Practice process reviews and best practice audits Our team has over 75 years of combined experience of working within the industry, leading and growing financial services practices. Call us today to discuss how we can help. ** The Practice Bridge provides services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group**
| Website | https://www.thepracticebridge.co.uk/ |
| Employees | 4 (1 on RocketReach) |
| Founded | 2020 |
| Industry | Business Consulting and Services |
| Keywords | Paraplanning Services, Practice Administration, Financial Advice Support, Outsourced Paraplanning, Paraplanner Outsourcing, Advisor Support Services, Financial Planning Assistance, Outsourced Financial Planning, Wealth Management Support, Financial Planning Outsourcing, Back Office Support, Financial Services Support, Wealth Management Outsourcing, Administrative Support Services, Investment Support Services, Compliance Support Services |
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