Wiltshire paraplanning

03/04/2023

Don't forget to sign up for our Meet the Cashflow Ninja webinar on April 12th! Send me a message if you would like the link!

We will also be recording the webinar, so let me know if you would like this sent on 🙏

15/03/2023

Had an amazing meeting with our friend John AKA the cashflow ninja the other day.

We want to help as many Partners as we can!

✨️Boost your client relationships by providing value and transparency to their life goals

✨️Boost your own income

✨️Don't be a target!! Get ahead of the Consumer Duty and solidify your annual reviews

30 mins of your time that's all 🙏🙌

06/11/2022

At Wiltshire Paraplanning we have set service standards in place so that there is never a question on if we have capacity to take on a case. 🙌👏

26/07/2022

Looking for that special person to join our amazing team 🤫☺️

04/01/2022

We are on the lookout for remote admin support - primarily sending off LOAs, contacting providers and collating data for the paraplanners 🙏

15/12/2021

🌟🎄

28/10/2021

Very grateful for Professional Paraplanner magazine 🙏 ❤

November Professional Paraplanner - is OUT NOW! Paraplanner profile When we last spoke with Ashley Wiltshire DipPFS of Wiltshire Paraplanning she was...

16/09/2021

16/09/2021

🌟 Such fantastic news 🌟

We are growing!

Do you know someone who is looking for a change? Who needs to earn some extra ££??

Send them our way - we have a lovely team waiting to meet you 😊

17/06/2021

Self-employed
DB Transfers
St. James's Place Wealth Management
Paid on a case by case basis

You would be the primary DB Specialist

Working from home but with a team of other Paraplanners there for support.