What other advisers say
We enjoy nothing more than becoming an essential part of your team, driving your business to achieve more.
We’ve asked a few of the advisers we work with to share their thoughts about working with us…
Clive Emerick – Emericks Financial Services
I have been using the excellent services of Svensoni for over 5 years and find their approach professional and easy to help with the daunting world of compliance and report completion. Andy and Richard have been a massive help to our business, and we would be lost without them!
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.
Mark Hancock – Hancock Financial Solutions
I’ve worked with a few paraplanners over the years from various companies but when you come across someone you can trust to help you through the minefield of report writing, and in a timely manner, you really don’t want to let them go. In Matthew at Svensoni I have that trust and I hope we can continue to work together for many 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!
Ameeta Rana – Riverfall Financial
We have been using Svensoni Paraplanning for quite some time now, and experienced nothing less than a friendly, efficient, knowledgeable and professional team. I would highly recommend them
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
Denver Thompson – Ballymena Investment Centre Ltd
I’ve been using Svensoni for paraplanning support for many years and would be happy to recommend their services