Who We Are

About Us

Who We Are

Jon Oliver, owner of Total Paraplanning Solutions, began his career in financial services working for Lloyds TSB as a Financial Adviser, moving on to Wealth Management as a Senior Training and Competency Officer providing coaching and supervision support to a team of Wealth Advisers spread across a large geographical area.

In 2016, following redundancies at Lloyds Bank, Jon was interested in moving into paraplanning as it seemed a good fit for his skills and personality type and he has worked with St. James Place Partners since 2016.

Why Choose Us

We offer a professional personalised paraplanning service to St. James’s Place wherever they are based on the UK. With over 25 years of wealth management experience we are confident we can fulfil your paraplanning needs.

  • Professional liability cover
  • St. James’s Place compliant paraplanner agreements
  • Communication via secure St. James’s Place email
  • Over  25 years wealth management experience

Benefits Of Working With Us

Communication

We will keep you update don the progress of your cases from submission and review of ceding information right through to approval by business assurance.

Range of work

Unlike some other paraplanning services we work across the majority of solutions offered by St. James’s Place including pension transfers with safeguarded benefits, long term care, EIS/VCT, drawdown and defined benefit transfers.

National coverage

Although based in Lincolnshire we use the benefits of remote working to offer national coverage across the UK and some of our clients are based in Scotland, Central London, Sheffield and Hull.

Fixed Fees

Full paraplanning of cases is completed on a fixed fee basis. This will ensure you are aware of the costs before you send us a case and that sending it for outsourced paraplanning is commercially viable for you.