Re:Source has been designed and built with the aim of providing comprehensive and tailored outsourced Paraplanning and Financial Administration services exclusively for St. James’s Place Partners. Our experienced team is focused on delivering a complete, flexible, and cost-effective service which compliments the quality of the face to face advice you are already providing to your clients.
Re:Source has been built upon the clear understanding that Paraplanning is much more than just writing compliant reports – it is about providing a total support service that ensures your whole financial planning offering consistently reflects the quality of your advice. We therefore aim to deliver a service specifically tailored to your business plan, your target client market and your individual offering.
As a 360 solution, Re:Source can provide all your Paraplanning and Administration services via a dedicated support team, but only when you need them. Our flexible packages and bespoke plans enables you to only pay for what you need, when you need it. This ensures you are not tied-in to any fixed term contracts and we can match the ebbs and flows of your business demands. All without the need to employ and maintain an in-house team.