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frequently

asked

questions

  • Where can I find out more information regarding your fees?
    All of our clients have a contract with Wiltshire Paraplanning so get in touch to see if what we offer works for you! Click Here and let's talk
  • How long is it going to take?
    We pride ourselves on the fact that we will assess any replacement business within 5 working days or will request for information and confirm the turnaround time within 5 working days. Communication is key and we make sure that you know where we are with your cases at all times.
  • How many paraplanners do you have?
    We have 6 paraplanners, an Office Manager and an Operations support who all work remotely. Find out if we have someone nearby, we love to meet with our clients!
  • What is Wiltshire Paraplanning’s replacement stats with St. James’s Place?
    As a company we monitor our suitable first time grades every quarter. Individuals are rewarded for achieving the highest % of suitable grades for that quarter. As at Q1 we were achieving 86.66% suitable first time (exc. DBT's) and 73.07% when including our DBT submissions. We will be updating this score every quarter.
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