Outsourced Paraplanning Specialists
WHAT IS SVENSONI
Svensoni was originally founded as a provider of outsourced paraplanning to advisers – but it has grown to be so much more.
Having expanded to become the largest outsourced Paraplanning provider in the UK, with 42 paraplanners, working out of 3 locations, we are not yet content to sit on our laurels .
We strive to find new and innovative ways to help and support our advisers, which in turn enables them to become more efficient, and more profitable in all areas of their business.
WHAT CAN WE DO FOR YOU
Our services have expanded from just supporting your “traditional” pensions and investment advisers, and we now have a variety of options available to support Mortgage Brokers, and Defined Benefit / Final Salary Pension Specialists.
We also recently launched an advice arm, offering remote advice referrals to our advisers to offer products and services that they either are not qualified or licensed to advise on, or even simply areas where our adviser clients do not wish to trade.
Something more bespoke? Please feel free to ask.
WHATS TO COME
Having invested heavily in our infrastructure and software, we will be shortly launching a replacement system for submissions, which should provide our advisers with much more detailed MI, and should help to ensure that we exceed our service standards as a norm.
Also planned fairly shortly is the ability to refer to our own in-house Pension Transfer Specialists for those not qualified in this area – all contact is remote and on a fixed fee basis – keep in mind that we deal with your clients transactionally, and work by referral, your client ownership is never at risk.
INTERESTED TO HEAR HOW A PARAPLANNER CAN HELP YOUR BUSINESS?
Hi Lee,
Thanks for the great help and support.
Quality and speedy work and good communication. All these factors allow me to achieve my CAS status.
Once again Big thanks and I will definitely recommend your service.
Tony is absolutely super! Tony and his company Svensoni has been my crutch whilst getting started in the world of compliance & Finance.
Nothing has ever been too much trouble and he has steered me through the choppy waters of compliance. Very professional but kind and warm with it.I have no hesitation in recommending him to any of my colleagues and have done so already.
Tony and his team at Svensoni have been used by my business for outsourced paraplanning services on several occasions.
We find their service very accommodating of our special requirements and complexity of individual clients.
Overall a hearty recommendation.
PEOPLE
Through our commitment to our people we have developed a team of like minded professionals, committed to delivering for our clients.
PRODUCT
Our products simplify a complex industry, with the sole aim of saving you time, and earning you more, or achieving a better work / life balance.
PROCESS
Our systems and processes are designed to create maximum efficiency, meaning we can turn cases around with optimum quality, in minimum time.
LET’S WORK TOGETHER
We work closely with our clients to understand them and their businesses, forming a working relationship to develop their efficiency and profitability.