PJM Chartered Paraplanning Services commenced trading in April 2017 and subsequently became PJM Paraplanning and Consultancy Services Ltd in November 2017. As a company, we provide outsourced paraplanning services for all types of advice, and specialise in final salary transfers. You can rest assured that each job is carried out by a chartered paraplanner. We work on a fixed-price basis, so you do not need to pay a fee to retain us as your paraplanner.
Joined the financial services industry in January 1991, and having worked in various roles, from Administration to Technical Paraplanning and Advising, this included working for IFAs in a holistic manner.
Attained the status as a Chartered Financial Planner and holding the Diploma and Advanced Diploma in Financial Planning. Previous qualifications include G60 and AF3 in pensions as well as AF1 in tax and trust planning and CF8 in long-term care.