Outsource Your Paraplanning to an Experienced Professional

A spreadsheet being filled in by a paraplanner.

Leave 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. Our services are available in the following areas:

 At Retirement Planning

 Defined Contribution Pensions

 Final Salary Pension Transfer Analysis Reports

 Final Salary Pensions

 Full Holistic Reports

 IHT and Other Tax Planning

 Investment Planning


Graphs that are being worked on

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.