07785258934
Company Registration Number: 11325185
WHO AM I?
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Having originally trained as a Chartered Accountant, I have been involved in Financial Services for over three decades working with Accountants and their HNW clients. I have gained a vast experience of all aspects of the industry, as a consultant and business owner. I have the CII Level 6 Advanced Diploma in Financial Planning and also have 352 credits to give the equivalent of Fellowship Status.
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SERVICES AVAILABLE
We can help with the following:
Report Writing - Do you want a paraplanner with a host of qualifications or an inexperienced one?
We can work on an hourly rate or a fixed price.
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Technical Advice- We keep up to date with changing legislation and can give generic help from a simple investment to that of Trusts and IHT planning.
Generic Financial Guidance -defined as impartial, unregulated guidance that helps individuals identify and understand their financial needs and priorities based on their circumstances. It seeks to provide financial information, rules of thumb and general guidance in respect of possible options a person may wish to consider (i.e. what a person ‘could’ do), based on a general understanding of his/her current circumstances, needs and priorities, so that individuals are supported and better able to make their own informed decisions about what actions they wish to take in respect of their finances.
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Cashflow modelling - With the use of Voyant we can help in visualising financial futures, test different scenarios and understand the impact of key decisions on life events along the way.
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Portfolio Analysis - By using FE Analytics, investment research and analysis, portfolio construction, due diligence and ongoing monitoring is available.
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Taxation- Whether it is IHT, Capital Gains Tax, Top Slicing on bonds or Lifetime Allowance calculations we can help.
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Other Pension Services - We can help with pension carry forward calculations and we use Selectapension for pension planning from accrual to at-retirement stages of the planning cycle.
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We are not authorised by the FCA and only provide report writing services on behalf of FCA registered entities . Any advice provided is accurate and professional but ultimate regulatory sign off has to be from that authorised entity. We do not provide any direct personal financial advice.
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I also provide services to the representatives of St. James's Place . There is no endorsement or formal agreement held with St. James Place Wealth Management Group.
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GENERAL FINANCIAL GUIDANCE
We can offer impartial guidance. If after our guidance you require a recommendation we can introduce you to a Financial Adviser regulated by the Financial  Conduct Authority.
We can give you an overview of the options in respect of any financial issues needing to be addressed and create and implement a financial plan.
RISK AND ASSET ALLOCATION
Discussing Risk v Potential Reward and how this affects Asset Allocation depending on age, circumstances and requirements over time.
CHARGES AND FUND PERFORMANCE
Investment Returns cannot be guaranteed but you can control investment costs. It is important you get value for money?
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WHY USE ME AND WHY AM I DIFFERENT?
Throughout the years, I’ve earned a reputation for being a highly technical financial services person with an eye for detail.
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I have passed about every exam that needs passing to ensure you have access to the technical competence you deserve.
The interests of my clients are always my first priority, and I go above and beyond to make sure they get the results they need and on time.
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Many reports/requests require completion within a short timescale to hit deadlines and I always meet these even though it may mean working late into the evening, getting up early in the morning or working weekends.
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I am not a 9-5 man!
I’m your go-to source.
Contact me today to set up a meeting and find out more about what I can do for you.
THE VALUE OF TECHNICAL & PARAPLANNING SERVICES LTD
Let’s Build Together
We are here to assist all Advisers and are also on St. James's Place Wealth Management approved list of external paraplanners. My email address for SJP is neil.marlow@sjpp.co.uk
Whether you require our paraplanning services or one or more of our other range of services, we are here to add value to your business, giving you more time to see your clients.
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For your added protection we hold PI Cover of £1m
TESTIMONIALS
Whenever I’m overwhelmed with report writing Neil is my ‘go to’ man. He’s professional, very knowledgeable and always delivers on his promises. Due to Neil’s high level of technical knowledge I feel safe that any reports he assists me with will be of the highest quality. Also, the time he saves allows me to spend more time looking after my clients and building my business.
Brian Butcher DipPFS
DirectorÂ
Ideal Financial Management Ltd
Neil commenced working for PJM Paraplanning in November 2018 predominantly on final salary reports. Neil continues to work for PJM and his work is continually of a high standard and I would fully recommend Neil for Report Writing Services.
Peter Mason (CertPFS, DipPFS, APFS)
Defined Benefit & Chartered Paraplanner
PJM Paraplanning & Consultancy Services Limited
I have worked with Neil for many years both as a financial consultant in my own IFA business and as a Partner in SJP.
He is excellent with a vast experience in our business. He always drills the case down and talks to you regarding what you need. Neil is a true gentleman and professional and his reports are quality and are outstanding. He also sees other opportunities and guides you accordingly.
Laura Hughes DipPFS
LH Financial  Planning Ltd
Partner Practice of St. James’s Place Wealth Management
I have been working with Neil for some time and find him a great asset to my business. His work is quick, efficient and accurate. Added to that, the fact he has given advice previously means he understands the impact of his work on clients, an added benefit.
I would have no hesitation recommending him.
Mark Stevens DipPFS
Stevens Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
I have used Neil for various work including pension transfer, and drawdown. I feel that Neil is very knowledgeable, gives of his time generously, and researches carefully. I like the way that on one pension case that had not reached the Business Assurance timescale for possible transfer at the time - he diarised exactly when it should be looked at again and contacted me as promised. He cares about the work.
I feel that Neil’s fees are fair and transparent and would recommend that you try his services.
