Assist our clients to improve their efficiency and increase their profits
Traditional Paraplanning Karl Paul
Traditional Paraplanning – Svensoni provide paraplanning, research and report writing services for financial advisers.
Everything from discussion documents, annual review letters and valuations, through to investment work, tax planning, pension transfer reports and recommendations.
Are we any good?
Yes – approved by major networks and large and small DA firms, we are happy to provide references if required.
We have an unrivalled first time approval rate across the board, including replacement cases and pension transfers.
We will on average make our clients 20% more effective, allowing them to choose whether to see more clients and earn more money, or improve their work/life balance.
Our Head Office is in Swindon – 25 paraplanners and growing, plus administration support and a trainee programme and two qualified trainers. We have genuine in house expertise in all financial planning areas including pension transfer, equity release, IHT and long term care planning.
We can help with individual cases, and if you have decided the time is right we can help you review the legacy assets in your client bank, highlighting opportunities. We can then support you by doing all or most of the administration, freeing up your time to meet with more clients, secure more business and ultimately earn more money.