Established by Paul Morrish, PJM Paraplanning & Consultancy Services is a UK-based firm that offers outsourced technical support to Independent Financial Advisers (IFAs) and financial advisory companies. The company specializes in creating high-quality, bespoke, and compliant suitability reports, conducting product and fund research, and providing other administrative and consultancy services. Their mission is to offer a flexible, cost-effective solution that allows financial advisers to save time, reduce compliance risks, and focus on client-facing activities.

Founded in

United Kingdom