About Us:
MJC Paraplanning provides outsourced paraplanning services to financial planning firms throughout the UK. All of our paraplanners are diploma-qualified, FE Analytics certified, and commit to a minimum of 35 hours of continuing professional development each year to ensure that our clients can rely on our expertise time and time again. Our clients typically view us as an extension of their team where we become their paraplanning partner. We do not just write suitability reports or annual suitability reports, we also act as a sounding board and valuable product, provider and investment strategy resource. We genuinely care about client outcomes and like to work with people who share our passion.
Why Clients Choose Us:
One of the greatest benefits of being an outsourced paraplanning firm is that complex and complicated client scenarios, which a financial planning firm may only rarely come across, are received and dealt with on an almost daily basis and we can apply this knowledge and experience to the work we do for you.
We understand that financial planners need more than just suitability reports and so we can be as involved as much you like throughout the planning process, whether this is helping to prepare pre-advice cashflow and product analysis to help with the initial meetings or otherwise.
We pride ourselves on the quality and presentation of our work whether writing a suitability report, documenting fund research or writing an annual suitability report. We take great care to ensure that all reports and supporting documents are designed to enable clients to easily understand them whilst also portraying our clients’ professionalism. Wherever possible, we will also ensure that our reports are designed to reflect your company branding and identity.
Core Services:
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Annual Suitability Reviews:
We provide Annual Suitability Reviews to help IFAs ensure their clients' financial plans remain aligned with evolving needs and market conditions. Our reviews assess changes in personal circumstances, investment performance, and regulatory updates, offering detailed recommendations to maintain the suitability of your client strategies. -
Cashflow Forecasting:
Our Cashflow Forecasting service is designed to assist IFAs in offering clients a clear picture of future cash inflows and outflows. We enable you to identify potential cash shortfalls, surpluses, and planning opportunities. This empowers you to provide actionable insights and enhance your clients' financial security and long-term planning. -
Provider & Fund Research:
We offer comprehensive Provider & Fund Research to help IFAs select the most suitable investment options for their clients. Our thorough analysis of fund performance, fees, and risk levels ensures you have the best tools to make informed investment recommendations. We save you time by streamlining the research process while maintaining a focus on client goals. -
Suitability Reports:
We assist IFAs in creating clear and comprehensive Suitability Reports that document and justify the financial advice provided to clients. Our reports ensure that recommended strategies and investments align with your clients’ financial goals, risk tolerance, and personal circumstances. This service adds transparency and compliance to your advice, giving clients greater confidence in your recommendations. -
Tax Calculations
Our Tax Calculation service supports IFAs by providing precise and efficient tax assessments for clients. We take into account current tax regulations, exemptions, and deductions to optimise tax liabilities. This service helps you offer informed advice, reduce clients' tax burdens, and ensure compliance with all relevant tax laws.
Testimonials
"As a solo financial adviser, finding someone I could trust with sensitive client information and complex strategies was vital. Michael not only delivered high-quality Suitability Reports but also offered thoughtful insights that enhanced my client recommendations. Professional, responsive, and proactive—highly recommended."
Graeme Turnham IFA - One Vision Wealth Management
"Working with Michael has been a game-changer for my business. His attention to detail, fast turnaround, and deep understanding of compliance requirements have made the paraplanning process seamless. I now have more time to focus on clients, knowing the technical side is in safe hands."
Mike Tipper IFA - Nott Pybus
"We brought MJC Paraplanning on board during a busy period and were immediately impressed. Their ability to quickly grasp our internal processes and deliver accurate, compliant documents with minimal supervision exceeded our expectations. They are now a trusted extension of our team"
Andy Edgar IFA - AJE Wealth Management