Unclaimed brand
Professional outsourced paraplanning services for St. James’s Place Financial Advisers. Scale your practice, save time, and deliver client-ready reports with expert support.
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#B29669
Teak
178, 150, 105
37, 32, 55
0, 16, 41, 30
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#333333
Mine Shaft
51, 51, 51
0, 0, 20
0, 0, 0, 80
Aeternus Associates provides outsourced paraplanning services tailored to St. James’s Place financial advisers. Its support is designed to reduce the burden of compliance and administration, giving advisers more time to serve clients, develop their practices and maintain a better work-life balance. The company offers assistance across the advice process, from data gathering and report writing to ongoing documentation and consultancy.
Services include pension transfers, covering consolidation, new business and drawdown, as well as investment transfers, including ISA and trust transfers. Aeternus also prepares ongoing advice and review letters, with a stated five-day turnaround, and provides Voyant cash flow modelling to help illustrate clients’ current circumstances and potential outcomes. For inheritance tax planning, the team analyses estates, prepares calculations and documents planning recommendations and potential mitigation strategies. Advisers can also use the team as a sounding board to explore different perspectives and identify areas to consider.
Aeternus presents itself as a relationship-focused partner, offering modern, efficient support intended to help advisers grow without the cost or management demands of in-house paraplanning staff.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Aeternus Associates logo?
The Aeternus Associates logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Aeternus Associates' brand colors?
The Aeternus Associates color palette uses the hex codes #B29669, #FFFFFF and #333333.
The Aeternus Associates name, logos and brand assets are trademarks of Aeternus Associates and its affiliates. Brandfetch isn't affiliated with or endorsed by Aeternus Associates. Their use is subject to Aeternus Associates's brand guidelines.
