Expert virtual assistant support for SJP Partners and Financial Advisers. Flexible, confidential, and individually tailored — so you can focus on your clients.
From SJP-specific back-office work to everyday admin, we handle the detail so you don't have to.
Dedicated support tailored to the workflows, systems, and requirements of St. James's Place Partner Practices. We understand the nuances so your practice runs smoothly.
Find out more →Back-office support for Financial Advisers and small firms — from client correspondence and valuations to compliance documentation and report preparation.
Find out more →Flexible administrative support for busy professionals and small businesses. Backed by a colleague with extensive civil service and executive-level experience.
Find out more →No long onboarding. No complicated contracts. Just experienced support, quickly.
A quick conversation about your practice, your pressure points, and where your time is going. No obligation, no sales pitch.
I slot into your workflow and get on with it. You won't need to hand-hold — that's rather the point.
Focus on your clients and your business. The back office is covered.
No long-term commitments, no employment overheads — just high-quality work when you need it.
Hourly billing with no statutory employer costs, pension contributions, or HR overhead.
Only pay for the hours you need. No retainers, no minimum commitments, no waste.
Increase or reduce support as your practice demands — complete flexibility around your workload.
Decades of experience in financial services means you get accurate, professional output every time.
My name is Sam and I live in Poole in Dorset. I have worked within the financial services industry for over 34 years, and have gained extensive knowledge and understanding of how to support small businesses — particularly with an ever-changing regulatory regime and the additional time pressures this creates. I specialise in supporting Partners and Advisers of SJP with all areas of back-office support. Over the years I have developed a hands-on approach and am able to balance all the administrative and client servicing needs of a Practice. I have now taken the step to start my own business, offering my wealth of knowledge and skills within my new role as a virtual assistant.
I am supported by a colleague who has extensive experience within the civil service and a wealth of experience at executive level to support general business administration.
We provide a completely confidential, individually tailored service to each of our clients. Our time is charged by the hour and you can use our services as little or as often as your business requires. Whether you need us for a one-off project or for ongoing help, we will work to support you so you can concentrate on running your business.
Get in touch to discuss how VirtuAllies can support your practice. Based in Poole, Dorset — working with practices across the UK.
Contact Sam today