The Practice was managing a particularly complex paraplanning case and was struggling to progress it internally. Given the technical nature of the work, they needed experienced support and clear, honest guidance before proceeding.
Before committing, the team reviewed the case in detail to assess feasibility and ensure the right expertise could be applied. Once confirmed, the case was assigned to Tim, who managed it end to end, providing clarity, structure, and consistent communication throughout.
The case was completed to an exceptional standard. Despite its complexity, it passed the checker with no feedback points, something the Practice noted they had not seen in over 12 years of working within St. James’s Place. The work clearly demonstrated strong technical judgement, attention to detail, and high-quality execution.
“You kindly took this case on as we were struggling to complete the complicated case. You gave honest feedback before proceeding and assigned the case to Tim, who was excellent from start to finish. In the 12 years I have worked at SJP, I have never seen a case where the checker has absolutely no feedback points. The case was not a simple case, and it’s great work by Tim.”
This paraplanning case highlights the value of experienced oversight, transparent upfront assessment, and assigning the right expertise to the right work, particularly where complexity and risk are higher.
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