Expert virtual assistant support for SJP Partners and Financial Advisers. Flexible, confidential, and individually tailored — so you can focus on your clients.
We provide tailored, end-to-end support to help your practice run smoothly and efficiently. Every partnership is different, so our approach is flexible, adapting to your processes, priorities and way of working.
We also support paraplanners by ensuring they have clear, accurate information to deliver effective advice.
We handle the day-to-day administration and client servicing, including:
We support your meetings from start to finish:
We manage the full new business journey:
Between us, we bring decades of financial services experience — from SJP back-office support to whole-of-market paraplanning.
My name is Sam and I'm based in Poole, Dorset. With over 34 years' experience in the financial services industry, I've built a deep understanding of how to effectively support small businesses, particularly in navigating an ever-changing regulatory landscape and the increasing demands on time.
I specialise in providing dedicated back-office support to Partners and Advisers of St. James's Place, ensuring practices run smoothly and efficiently. My approach is hands-on, reliable, and detail-focused, allowing me to seamlessly manage both administrative responsibilities and client servicing needs.
After many years supporting others behind the scenes, I took the exciting step three years ago to set up my own business as a virtual assistant. I now support a variety of SJP advisers, offering a flexible and dependable service that allows practices to stay organised, compliant, and focused on delivering the best possible outcomes for their clients.
I'm Tamsin, I've recently become a mum to a beautiful baby girl and, after 10 years in financial services, I've taken the leap to work for myself whilst continuing to do what I love.
I'm a diploma-qualified Paraplanner and have spent the last 5 years working with independent firms, giving me strong whole of market knowledge and the ability to find the right solutions for each client.
Most recently, I worked as a Senior Paraplanner for one of the UK's leading adviser network firms, where I built a high level of technical expertise across research, report writing, and compliance.
I'm genuinely passionate about good paraplanning because I understand the important role it plays in delivering high-quality financial advice. Behind every recommendation is careful thought, attention to detail, and a responsibility to get things right. I enjoy taking complex information and turning it into clear, well-structured advice that advisers can trust and clients can feel confident in.
Get in touch today.