Giving you more time to focus on your business
Flexible outsourced paraplanning, specialising in supporting members of the Quilter Financial Planning network.

Who are we?

The ethos behind Svensoni is simple – let us do the work that we are good at, so you can go out and do the work that you are good at.

No nasty surprises and no cases where the work required suddenly turns out to cost you more than the case is worth.

Svensoni was founded in 2010, when the need for additional, and flexible, paraplanning support was becoming more and more evident within the industry.

Since then, we’ve taken care of suitability letters and compliance checks for our clients, so that you can have more time to spend with yours.

Why choose us?

Below are some of the key reasons we believe advisers choose us as their outsourced paraplanning solution.

But don’t just take our word for it, check out our client testimonials too!

Part of your team

Many of the advisers we work with count us as part of their team

Resource when you need it

With no commitments, you can work with us when your business needs to

Excellent file quality

For Quilter advisers, our average file check score is 96%, with an average of less than 3 outcome points

Focus on your clients

Spend more time with more clients, and we'll take care of your compliance

It's not just about the case work

We're happy to help you with technical, advice or process queries

Fixed cost

No nasty surprises, you'll know what the work costs at outset

Our key people

A business is only as good as its people! Here are the key members of our team, who would help support you and your business

RICHARD-HALL
Richard Hall

Managing Director

Matthew Burgoyne

Head of Paraplanning

Claire Gottemaker

Office Manager

Get in touch for a chat, to better understand how we can help you develop your business and grow your profits!

Monday to Friday, 09:00 - 17:00

01793 940 660

Customer feedback

We’re proud to support advisers across the length and breadth of the UK – here’s a snapshot of feedback we’ve received, and you can find more on our testimonials page

Liam Duggan – The Chester Partnership Ltd

I have been working with Svensoni for a number of years and have always been impressed by their professionalism, attention to detail and service standards throughout. Using an external paraplanning service has made a real difference to my business and to be able to work with a firm who I trust has been invaluable

Martin Stone – First Class Financial Solutions Ltd

I have used the services of Svensoni for the past five years. At first, I was hesitant in passing the report writing over to a third party, however I was keen to grow my business and save time, so that I could focus in interacting with clients. I quickly developed a relationship with Svensoni and haven’t looked back since. The knowledge of Rich and Paul is excellent, the consistently high level of file checks are testament to this and personally I wouldn’t be without them. It’s impossible to put a value on the amount of time that I’ve saved over the years, however I can see the benefit when I look at the current value of funds under management and my bottom line. Thank you all for what you do, it has helped me tremendously over the years and I look forward to working with you for years to come

John Barnard – The Partnership (Southampton) Ltd

We have been working with Svensoni for nearly 5 years and without doubt they are our first point of call for our more complex cases. They know the industry and have good ideas on creating solutions for compliant and positive outcomes for our clients. We would not hesitate to recommend their services to other Financial Advisers as the stick to their agreed guidelines for turning the work around, not only in a timely fashion but more importantly with accuracy. We consider them part of our Team and so do our Advisers!

News and updates

Keep up to date with the latest news and views from Svensoni