SJP Services

Client Servicing

Servicing your clients

Practice Management

Annual Review Letters

Salesforce Training sessions

Case Tracking

Fund Switches

Paraplanning Services

Pension Transfers

Cash ISA Transfer

Investment Top Ups

New Business - Pension

New Business – ISA/Unit Trust/Bond

Stocks & Shares ISA Transfer

Withdrawals

LOA Chasing

Information Gathering and Checking

Additional Services

Stand Alone CYC/AAC

Carry Forward Calculations

IHT Calculation

Short Suitability Letter

Research and Analysis

Tax year-end Support

Ad Hoc Support

Corporate Events

Business Development

CRM Strategy & Management

Interviews

Change The Busy Mindset