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
Writing Highly Technical and Compliant Suitability Reports
Providing Product and Investment Research Using Industry-Standard Research Tools
Completing Transfer Value Comparator Reports for Final Salary Reviews
Cash Flow Modelling
Liaising with Compliance Departments to Obtain Approval on Your Behalf
Free Technical Resources and Advice
File Checking
Remedial Work and Administration Services Where Required