Who We Are
At Aeternus, we understand the importance of having optimized workflows and spending the time you have working efficiently as possible.
As advisers you should be spending time doing what really matters - seeing clients.
That's why Aeternus was started, to allow advisers to spend as much time as possible client facing.
How We Work
We tailor each solution to the partner based on what they provide to us and the advice given to the client. We offer a full range of flexible services from just report writing to full case services.
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We approach each case on its own merits so that we can build a long lasting relationship and offer a single port of call for SJP Partners and advisers.
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Aeternus means Eternal
Why Choose Aeternus
We are not just another paraplanning firm.
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We offer efficient turn around times, quick clear and concise answers and services.
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Most of all we are personal, each relationship is important to us and we want you to feel this as well, you are not just a client to us.
Our Services
We offer a range of services from report writing through to data gathering and ongoing advice documentation.
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We offer a full price list which can be found here. Each price can be tailored to your needs so that every adviser no matter the stage in their career can access professional services.
Contact Us
Contact us today to learn more about our services and how we can help you grow your business.
Our Services
Aeternus offers a range of paraplanning services to help St. James's Place Financial Advisers grow their business. Our services include document preparation, data gathering, report creation, and ongoing advice documentation. We are dedicated to providing you the support you need to grow and optimize your workflow.
Accessible to All
*once all information is collected/received
Report Only
From £125
A well crafted and comprehensive Aptus Suitability Report.
Estimated 24H-48H turnaround*
Pre-Case
From £175
CYC, illustrations and an Aptus Suitability Report, a middle ground for advisers.
Estimated 3-5 Day turnaround*
Full Case
From £200
includes data gathering and all the features from Pre-Case as well as a post submission warranty.
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Estimated 5-7 Day turnaround*
