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 one of the largest outsourced Paraplanning providers in the UK, with a diversified team who can help our clients across all areas of financial planning, 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 supporting traditional pensions and investment advisers, to include a large dedicated team who support the growing market for Defined Benefit / Final Salary Pension Specialists.
We also have our own advice arm, offering remote advice referrals for 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.
WHY CHOOSE US?
We define a paraplanner as an experienced and qualified technical industry specialist, providing dedicated support to financial advisers. More than half of our paraplanners are qualified to Diploma level, with the rest working towards this target. Our team also benefits from a handful who are qualified to Chartered level.
All of our paraplanners have a minimum of 5 years industry experience, because whilst exam knowledge can be “crammed”, the kind of expertise that comes over time cannot be rushed.
A paraplanner isn’t just created over night, it requires years of experience and a vast array of knowledge.
INTERESTED TO HEAR HOW A PARAPLANNER CAN HELP YOUR BUSINESS?
Hi Lee,
Thanks for the great help and support.
Quality paraplanning 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.
The team at Svensoni have been my crutch whilst getting started in the world of Compliance & Finance.
Nothing has ever been too much trouble and they have steered me through the choppy waters of Compliance. Very professional, but kind and warm with it.
I have no hesitation in recommending Svensoni to any of my colleagues and have done so already.
The team of paraplanners 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, allowing us to achieve a good balance of quality versus turnaround times.
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.