Specialist paraplanning support
We handle the suitability reports, calculations and compliance groundwork — so you can spend more of your week with clients, not paperwork.
About us
A bespoke service designed to make your practice more cost-effective — less time on administration, more time meeting clients and growing your revenue.
A bespoke service designed to make your practice more cost-effective, freeing up the time you'd otherwise spend on paperwork and administration for client-facing work.
To support your practice with high-quality, compliance-approved Suitability Reports — collating plan information and carrying out every comparison and calculation your recommendation needs, simple or complex.
To monitor every case through to the point it has wholly satisfied compliance checks, working continually to raise the standard of your documentation.
Our services
Whether it's new business or a replacement or transfer case, we write the reports and complete the tax calculations and transfer analysis on your behalf.
Suitability reports and comparisons for new and existing investment business.
Defined contribution case work, from consolidation through to full recommendations.
Decumulation options and income strategy support as clients approach retirement.
Inheritance tax analysis and reporting to support your estate planning cases.
Research and suitability reports across the protection product range.
Weekly progress updates, and a direct line to us for any technical or case-specific query.
Outsourcing to Bay Leaf Paraplanning frees up your time and reduces your running costs — you only pay a fee when you use our services.
You'll need to hold the appropriate level of authorisation for any business you undertake. Bay Leaf Paraplanning is not authorised or regulated by the Financial Conduct Authority.
Our background
Bay Leaf Paraplanning is headed by Steve Luke and Richard Lynn, with a track record built specifically around St. James's Place Partners.
Steve started his career in financial services in 1998, working as a Financial Adviser, and has worked as a Paraplanner directly for several Partners of St. James's Place since 2010.
Bay Leaf Paraplanning was born in 2014 when Richard joined as a Paraplanner. The company incorporated in 2015, offering specialist paraplanning support exclusively to Partners of St. James's Place Wealth Management.
Since then, the team has expanded to provide a wide range of services to firms of all sizes, with a proven track record of high-quality Suitability Report writing.
Steve begins his career as a Financial Adviser.
Steve starts working directly for SJP Partners as a Paraplanner.
Richard joins — Bay Leaf Paraplanning is born.
The company incorporates, serving SJP Partners exclusively.
A wider team, supporting firms of all sizes.
Get in touch
Send an instruction and we'll keep you updated at every stage, with weekly progress updates as standard.
14 Allerdean Close,
West Denton Park,
Newcastle upon Tyne,
NE15 8XW
This website does not use cookies or collect any personal information of any kind. Bay Leaf Paraplanning is not authorised or regulated by the Financial Conduct Authority.
Get in touch by phone or email and we'll talk through how we can support your next instruction, new business, replacement or transfer.
Email Steve