Svensoni was originally founded as a provider of outsourced "Traditional" Paraplanning" to advisers - but it has grown to be so much more.
Having expanded to become the largest outsourced Paraplanning provider in the UK, with 42 paraplanners, working out of 3 locations, 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 just supporting your "traditional" pensions and investment advisers, and we now have a variety of options available to support Mortgage Brokers, and Defined Benefit / Final Salary Pension Specialists.
- outsourced paraplanning
- mortgage paraplanner
- paraplanner services