OUTSOURCE YOUR PARAPLANNING TO AN EXPERIENCED PROFESSIONAL IN BIRMINGHAM
Grow your business with the right reports
As a company, we provide highly technical and professional suitability reports and research
Professional experienced support
By working with us, you have access to a high level of experience, competence, and technical ability without incurring the costs of taking on a full-time employee.
Save time
Outsourcing this role also allows you to free up your time to concentrate on Advising and generating additional revenue.
'Thanks for assistance with defined benefit transfers, comprehensive reports created and appreciate the prompt help with the remedial work where needed. Rod Martin
Leave it to the paraplanning to the experts and you can concentrate on improving other streams of revenue for your company. PJM Paraplanning and Consultancy Services Ltd provides an outsourced paraplanning service to financial advisers throughout England.
Completed by a vastly experienced chartered financial planner, the service is tailored to meet the client’s needs and objectives and can range from a basic service to a fully bespoke, technical service. We carry out all types of report writing and research, specialising in technical and complex solutions.
Outsourced services are available in the following areas
Every part of your paraplanning package is delivered by a chartered financial planner. This ensures a consistently high standard is achieved throughout the service. Where required, we will deliver a bespoke approach to meet your individual needs, although we are happy to work from our own templates or yours.
