Meet your new experienced paraplanning consultancy
Whether you’re looking for technical reporting or administration services, we’ve got you covered. Get in touch today to discuss your needs.
Technical Reporting
- Writing Highly Technical and Compliant Suitability Reports
- Providing Product and Investment Research Using Industry-Standard Research Tools
Technical Resources
- Liaising with Compliance Departments to Obtain Approval on Your Behalf
- Free Technical Resources and Advice
Expert Advice
- Completing Transfer Value
Comparator Reports for Final Salary Reviews
- Cash Flow Modelling
Professional Service
- File Checking
- Remedial Work and Administration Services Where Required
BOOK YOUR FREE CONSULTATION
To cut down on your technical reporting administration, simply book your free consultation.
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.
