About Us

ABOUT PJM PARAPLANNING & CONSULTANCY

We love creating reports to help your business grow.

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.

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Testimonials

Don’t take our word for it


"I started using Peter as my paraplanner pretty much from the start of his business and have been impressed by the high quality of work from him. The type of work I mostly specialise in needs precise research and report writing as well as being very much time focused. We work to deadlines which to date have all been met on time and the quality of the work has been of a high and consistent level"

Steve Owen, Positive Solutions

paraplanning
Paraplanning services

prompt help


“Thanks for assistance with defined benefit transfers, comprehensive reports created and appreciate the prompt help with the remedial work where needed."

Rod Martin

5 Star rating


‘We have worked with Peter and Laura for almost 3 years now and have been delighted with the services that they have provided us with. I recommend PJM Paraplanning and give them a 5 star rating.’

Sam, Mason Cole Wealth Management

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