Traditional Paraplanning

Svensoni provide research and report writing services for financial advisers across a broad range of advice arenas, including:

  • Pension transfers
  • At retirement – drawdown and annuity
  • Investment replacements
  • Inheritance tax planning
  • Alternate investments – EIS, VCT, BPR/ITS etc
  • Equity release
  • Long term care
  • Protection

After you’ve provided us with the case documents, we’ll complete all required research and the suitability report, presenting the case back to you when it’s ready for you to complete the sign up with your client.

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Our clients range from small one person firms, through to large networks with thousands of advisers.

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