The smarter way to run your practice
Outsourced paraplanning built for St. James’s Place Financial Advisers. Scale your business, save time, and focus on what matters most.
Your Trusted Paraplanning Partner
Aeternus Associates provides professional outsourced paraplanning services tailored to SJP Advisers. We remove the burden of compliance and administration, helping you free up time to build deeper client relationships, grow your business, and regain your work-life balance.
What we can help with
We offer a range of services from report writing through to data gathering and ongoing advice documentation.
Pension Transfers
From consolidation and new business through to drawdown, we offer quick and efficient turnaround times on pension transfers.
Pension Transfers
From consolidation and new business through to drawdown, we offer quick and efficient turnaround times on pension transfers.
Pension Transfers
From consolidation and new business through to drawdown, we offer quick and efficient turnaround times on pension transfers.
Investment Transfers
Transfer Investments seamlessly from straight forward ISA transfer to moving trusts from A – B. We offer a range of Investment Transfer services to ensure your client gets the best results
Investment Transfers
Transfer Investments seamlessly from straight forward ISA transfer to moving trusts from A – B. We offer a range of Investment Transfer services to ensure your client gets the best results
Investment Transfers
Transfer Investments seamlessly from straight forward ISA transfer to moving trusts from A – B. We offer a range of Investment Transfer services to ensure your client gets the best results
Ongoing Advice Support
Struggling to keep on top of your review letters? We offer a 5 day turn around on all review letters, including Drawdown reviews.
Ongoing Advice Support
Struggling to keep on top of your review letters? We offer a 5 day turn around on all review letters, including Drawdown reviews.
Ongoing Advice Support
Struggling to keep on top of your review letters? We offer a 5 day turn around on all review letters, including Drawdown reviews.
Voyant Cash Flow Modelling
Actions speak louder than words, and nothing shows your clients better than a visual picture of not only their current circumstances but also the potential results of the plans you are proposing to put in place.
Voyant Cash Flow Modelling
Actions speak louder than words, and nothing shows your clients better than a visual picture of not only their current circumstances but also the potential results of the plans you are proposing to put in place.
Voyant Cash Flow Modelling
Actions speak louder than words, and nothing shows your clients better than a visual picture of not only their current circumstances but also the potential results of the plans you are proposing to put in place.
Inheritance Tax Planning
We analyze client estates and prepare comprehensive inheritance tax calculations, identifying potential mitigation strategies and ensuring all planning recommendations are properly documented and compliant.
Inheritance Tax Planning
We analyze client estates and prepare comprehensive inheritance tax calculations, identifying potential mitigation strategies and ensuring all planning recommendations are properly documented and compliant.
Inheritance Tax Planning
We analyze client estates and prepare comprehensive inheritance tax calculations, identifying potential mitigation strategies and ensuring all planning recommendations are properly documented and compliant.
Consulting and Support
Not only are we paraplanners, but also great sounding boards. We can see things from other perspectives and highlight areas you may have not considered or approached.
Consulting and Support
Not only are we paraplanners, but also great sounding boards. We can see things from other perspectives and highlight areas you may have not considered or approached.
Consulting and Support
Not only are we paraplanners, but also great sounding boards. We can see things from other perspectives and highlight areas you may have not considered or approached.
Why Advisers Trust Aeternus
We’re more than paraplanners — we’re partners invested in your success. Modern, efficient, and relationship-driven support that keeps you growing.
Relationship focused
We build strong, lasting partnerships with advisers — not just transactions.
Relationship focused
We build strong, lasting partnerships with advisers — not just transactions.
Relationship focused
We build strong, lasting partnerships with advisers — not just transactions.
Modern Methods
Using the latest technology and compliance tools to keep you ahead.
Modern Methods
Using the latest technology and compliance tools to keep you ahead.
Modern Methods
Using the latest technology and compliance tools to keep you ahead.
Effective Support
Get high-quality advice reports without the cost or management overhead of in-house staff.
Effective Support
Get high-quality advice reports without the cost or management overhead of in-house staff.
Effective Support
Get high-quality advice reports without the cost or management overhead of in-house staff.
Scale with ease
Grow your business faster with efficient, reliable support.
Scale with ease
Grow your business faster with efficient, reliable support.
Scale with ease
Grow your business faster with efficient, reliable support.
1992
Building & sharing dreams since
Being quite new to using paraplanners, Sam is helpful and thoughtful with me and it seems there is very little which is too much trouble. I wouldn’t hesitate to recommend Sam to anyone new to SJP or new to the industry.
H Swift
artnering with Haflo was a great decision. They led us through every stage of the home-buying process, addressing all our concerns and offering expert advice. Their guidance made finding our dream home an enjoyable experience.
Harper Adams
New York, NY
Haflo made the entire home-buying process seamless. Their team answered every question, provided expert advice, and guided us through each step. Thanks to their professionalism and knowledge, we found the perfect home for our needs.
Madison Parker
San Francisco, CA
Being quite new to using paraplanners, Sam is helpful and thoughtful with me and it seems there is very little which is too much trouble. I wouldn’t hesitate to recommend Sam to anyone new to SJP or new to the industry.
H Swift
artnering with Haflo was a great decision. They led us through every stage of the home-buying process, addressing all our concerns and offering expert advice. Their guidance made finding our dream home an enjoyable experience.
Harper Adams
New York, NY
Haflo made the entire home-buying process seamless. Their team answered every question, provided expert advice, and guided us through each step. Thanks to their professionalism and knowledge, we found the perfect home for our needs.
Madison Parker
San Francisco, CA
Being quite new to using paraplanners, Sam is helpful and thoughtful with me and it seems there is very little which is too much trouble. I wouldn’t hesitate to recommend Sam to anyone new to SJP or new to the industry.
H Swift
artnering with Haflo was a great decision. They led us through every stage of the home-buying process, addressing all our concerns and offering expert advice. Their guidance made finding our dream home an enjoyable experience.
Harper Adams
New York, NY
Haflo made the entire home-buying process seamless. Their team answered every question, provided expert advice, and guided us through each step. Thanks to their professionalism and knowledge, we found the perfect home for our needs.
Madison Parker
San Francisco, CA
Get In Touch
If you have any questions or need further information, feel free to get in touch. We're here to help with any queries.