FAQs

Frequently asked questions

Here you can find answers to the common questions we receive from advisers

We operate a fixed pricing model, so you’ll always know the cost of a case before we start the work. 

Please contact us, and one of our team will be happy to provide further details.

All case submissions are made via our admin mailbox: kdml.admin@sjpp.co.uk

Please ensure you complete and send the relevant Submission Form for the case you’re sending to us, so that our paraplanners have the key information they need to complete the work.

All of our paraplanners have SJP email addresses, so client data and documents can be emailed securely.

Alternatively, we’re very happy to pick up information and documents from iBusiness and Salesforce too.

We invoice on, or shortly after, the first working day of the month, for any cases completed and signed off by Business Assurance (where required) in the previous calendar month.

Payments are made via bank transfer and we kindly request that invoices are settled within 14 days.

Get in touch!

If you’d like any further information, or would simply prefer to have a chat, then please get in touch below, or give us a call on 01793 790 888

Alan Smith - Senior Partner

As a Senior partner at St. James’s Place, I need and expect a professional, good quality and a quick service with a smile.

I always get this from KDML and their paraplanners over the 15 plus years I have used them.

All IT systems used by us to access, process and store client data, are 100% cloud based and fully comply with the General Data Protection Regulations (GDPR).

In line with SJP’s requirements, we undertake annual Cyber Essentials Plus certification – providing independent verification of our robust IT infrastructure.

There isn’t one! We’re happy working with no retainers or minimum case volume commitments.

Quite simply, we hope that we’ll do a good enough job that you’ll want to continue working with us, and not because you feel you have to!

With over 15 years in business, it’s an approach which has served us well.

We think it is always best to have a chat, in order to get a better understanding of your business and how we are able to support you.

To book a call, please refer to the form above, or give us a call on 01793 790 888 – we look forward to hearing from you.