Smart, Seamless Support for
SJP Partners.
You’re here because…
You became a Partner to advise clients and deliver outstanding financial planning, not to drown in admin or lose hours to Salesforce. But right now, your diary is packed, your inbox is overflowing, and compliance is pulling you in every direction.
You want to focus on building client relationships and delivering advice but the admin mountain never stops growing.
That’s where I come in.
Here’s how I can help as your dedicated PSS:
You don’t need another system, you need someone who gets how Partners work and can take the load off. That’s exactly what I do.
High-level technical & admin support to keep your practice running smoothly.
Diary and client appointment management, so nothing slips through the cracks.
End-to-end business process support, ensuring everything runs to Partner and regulatory standards.
Drafting suitability letters & annual review reports, with full responsibility for client files and back-office IT records.
LOA chases and provider communication, handling the back-and-forth so you don’t have to.
In short, I handle the background, so you can shine in the foreground.
How it works
My support is flexible, transparent, and designed to scale with your practice. I charge £40 per hour, with retainer packages starting from just 5 hours per month. Giving you reliable, consistent support without overcommitting.
For those one-off tasks that pop up, ad-hoc requests will soon be available to purchase directly through the site, making it easy to get the help you need, when you need it.
Ready to free up your time and focus on clients?
Book a discovery call today and let’s build a support plan that works for your practice.