Jon has provided paraplanning support for me since I started with St. James’s Place. He has provided technical expertise on pension transfer and drawdown cases as well as helping me with new business and drawdown reviews when I have been very busy. As a result my first time suitable score has improved dramatically and I have now reached green light checking on my pension transfers and I would recommend Jon’s services to any St. James’s Place Partner.

Jon has provided paraplanning support for me during the past two years and has an excellent understanding of both SJP systems and Business Assurance requirements for the purposes of constructing and documenting advice.

He provides timely updates when working on my cases and is also is a great resource when I need to discuss individual cases and any potential issues.

I am very happy to recommend Jon.

I’ve been really happy with the way Jon deals with my cases, he has always ensured that tight deadlines are met and produces work to a high standard. I would not hesitate recommending Jon and Total Paraplanning Solutions to other St. James’s Place Partners.