As a company, we provide highly technical and professional suitability reports and research
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.
Outsourcing this role also allows you to free up your time to concentrate on Advising and generating additional revenue.
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.
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.
Address:
Primula House
18 Corn Mill Close
Birmingham
B32 3BH
Telephone: 0121 312 9747
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