To find out more about how we can help you, please contact us today

We offer a customised service from the very beginning. Our intelligent personal assistants are assigned to subscribers based upon their skill set, personality and the type of business support required.

Our PAs support their St. James’s Place Wealth Management Partners covering a plethora of tasks including:

  • Curo System Support
  • Managing Client Transaction Records
  • Managing Client Reviews
  • Meeting Note Transcription
  • EBS Submissions
  • Application Processing
  • Letters of Authority
  • Switches and Encashments
  • Meeting Pack Preparation
  • Specialised Marketing and Sales Support
  • Diary, Travel and Inbox Management