The Paraplanning Professionals

Professional Paraplanning & Reporting Services

Explore the wide range of paraplanning services available from PJM Paraplanning and Consultancy Services Ltd. Delivering first-class services for businesses, our paraplanners cover all aspects of financial planning. Whether you’re looking for technical reporting or administration services, we’ve got you covered. Get in touch today to discuss your needs.

OUR SERVICES

Turn to a Chartered Financial Planner

For many companies, employing a full-time paraplanner is not a financially viable option. However, thanks to PJM Paraplanning and Consultancy Services Ltd, you do not have to go on without one. Our company provides a bespoke outsourced paraplanning service that is tailored to meet your individual needs. We work closely with you to determine exactly what you are looking for before our chartered financial planner executes the job. To discuss your business’ requirements, give us a call.

OUTSOURCE PARAPLANNING

Why Choose Us?

Immediate Access to Professionally Written Suitability Reports
Helping Advisers to Remain Compliant
Experienced Paraplanners Qualified to Either Chartered or Fellowship Level
All Research and Reports Complete within 5 Working Days
Fully Confidential, GDPR-Compliant Data Handling
No Tie-in or Retainers Required

Levels of Service

Working alongside your existing team to provide first-class services and technical support, we provide various levels of bespoke paraplanning to suit your needs, including:

Suitability Reports
Research
Compliance Submissions
Dealing with Remedial Work Where Required

Benefits of Outsourcing

With our outsourced paraplanning solutions, you will free up more time to work with your clients and increase revenue. Our professional paraplanners specialise in all aspects of financial planning, from suitability reports to final salary reviews.

Additionally, you can work with a highly qualified and experienced paraplanner and only pay for the services you require, without additional employment costs such as sick pay, holidays, and pensions.