Network Relationships Statement
It's important that you understand how JG Paraplanning and its staff interact with Appointed Representative Networks in a clear, concise and compliant way.
Our relationships
We believe that supporting the industry is important and that collaboration is the best way to achieve our mutual goals of providing the best outcomes for those seeking financial advice. However, we maintain our independence from any specific network and work directly with advisers or advisory firms, not their networks. Our services are customized to meet the individual business needs and processes of our clients.
St. James's Place (SJP)
We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James Place Wealth Management Group.
Valid Path
We provide paraplanning and administrative support services to financial advisers and advisory firms as appointed representatives of Valid Path Limited. JG Paraplanning is not endorsed by Valid Path Limited, nor do we have a formal agreement held with them.
Quilter
JG Paraplanning LLP provides paraplanning and administrative support services to financial advisers and advisory firms as appointed representatives of Quilter plc. We are not endorsed by Quilter plc, and we do not have has a formal agreement in place with Quilter plc or the companies under the Quilter Group.
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