Supporting advisers for over 10 years
Since 2013, we’ve supported financial advisers across the UK, in many cases becoming an integral part of their team, helping them build their business and provide an excellent service to their customers
We work with sole traders to strategic partners firms at some of the UK’s largest networks, helping advisers deliver positive and compliant outcomes for their clients
Let us do the things we’re good at, so you can do the things that you’re good at!
We’ve heard it many times over from the advisers we work with, they can simply do more business and earn more money by leaving the paraplanning to the paraplanners.
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 2013, 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.
Who do we work with?
We work with firms of all shapes and sizes, from directly regulated sole traders, to strategic firms within the UK’s largest advice networks.
Sometimes, it might be a single adviser fast approaching retirement, looking for help with that odd bit of new business which finds its way to them.
Other times, it’s a multi-adviser firm, looking for us to support the majority of their case work, both new business and reviews.
Quilter Financial Planning advisers
Supporting members of the Quilter Financial Planning network has been the core of our business from day one.
And we're proud to have been a Quilter Accredited paraplanning firm since the launch of the accreditation scheme.
Over many years, we’ve developed a great reputation within the Quilter network and have an intricate understanding of their advice process.
Directly authorised firms
Of course, over time, it was only natural that we broadened our horizons.
We now support a number of directly regulated firms, many of whom are associated with outsourced compliance providers, like SimplyBiz and Compliance First.