Professional Paraplanning and Reporting Services
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. Whether you’re looking for technical reporting or administration services, we’ve got you covered. Get in touch today to discuss your needs.
Services We Provide
Services We Provide
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Writing Highly Technical and Compliant Suitability Reports
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Providing Product and Investment Research Using Industry-Standard Research Tools
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Completing Transfer Value Comparator Reports for Final Salary Reviews
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Cash Flow Modelling
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Liaising with Compliance Departments to Obtain Approval on Your Behalf
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Free Technical Resources and Advice
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File Checking
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Remedial Work and Administration Services Where Required