Vikki Clarke Paraplanning

I have extensive experience working with St. James’s Place Wealth Management as a Freelance Paraplanner. I provide a dedicated and bespoke service to my clients, offering a broad range of Paraplanning and Client Servicing support that can be fully tailored to suit the needs of any sized SJP Practice.

I am passionate about detail and guarantee that I will personally work on every case.
My goal is to provide you with peace of mind and confidence that I understand how your Practice works and will maintain the same standards.

I began my career in Financial Services back in 2006, working at Lloyds Commercial Bank as a Financial Adviser, after gaining the Certificate in Financial Planning (1-5).

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Services

I offer a bespoke service that flexibly integrates with the way your practice functions and I can work either on an individual report basis, or by booking regular sessions dependent on your needs.

My new business Suitability Reports are inclusive of the following;

ISA/UT/IB/IIB Investments

Retirement Account

VCT/EIS

Protection & Corporate Protection

Drawdown Review Letters

Annual Review Letters

Why choose me?

Professional Service

An experienced Paraplanning service to support you with the ever-changing Compliance requirements

Increase your Profitability

Use your time to generate more income and become more profitable, by outsourcing your Paraplanning

Practice
Stability

Avoid the stress of permanent staff turnover, by adopting long-term Freelance support

Flexible Paraplanning Support

Paraplanning support only when you need it.

Dedicated Paraplanner Relationship

A bespoke service to each Practice, with the continuity of the same Paraplanner at all times

Testimonials

Don't just take my word for it, here are some statements from the clients I have worked with

"We have used Vikki as a paraplanner for a number of years and have always been happy with her accurate and swift work. Vikki can turn a case around extremely quickly and efficiently, which is very much appreciated when we have a high case volume."

DeMontfort Chase Wealth Management
Senior Partner Practice of St. James's Place Wealth Management

“I have used Vikki multiple times for my clients and their protection needs. I have found her to be efficient and knowledgeable at what she does. Feedback from my clients has been positive as they have found the suitability reports easy to digest. I will be continuing to use Vikki and would recommend her services to others.”

Ennvee Financial Consultants Ltd
‍Associate Partner Practice of St. James’s Place Wealth Management

Mark Barclay Wealth Management started using Vikki back in May 2021. Vikki is fantastic to work with, every case is completed within a timely manner to a high standard and her communication throughout is great.

Mark Barclay Wealth Management
Senior Partner Practice of St. James’s Place Wealth Management

We have really been impressed with Vikki. Vikki has been able to complete cases quickly, thoroughly and is always a pleasure to deal with. We will work with Vikki again in the future.

Firmitas Financial Services Ltd

Let's talk

You can contact me by:
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Phone: 0796 720 1785
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Email: vikki.clarke@sjpp.co.uk
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Or by simply filling in the adjacent form

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