Svensoni was initially based as a supplier of outsourced “Traditional” Paraplanning” to advisers – but it surely has grown to be a lot extra.
Having expanded to turn out to be the most important outsourced Paraplanning supplier within the UK, with 42 paraplanners, figuring out of three places, we’re not but content material to sit down on our laurels.
We try to search out new and modern methods to assist and assist our advisers, which in flip allows them to turn out to be extra environment friendly, and extra worthwhile in all areas of their enterprise.
What can we do for you?
Our providers have expanded from simply supporting your “conventional” pensions and funding advisers, and we now have a wide range of choices out there to assist Mortgage Brokers, and Outlined Profit / Remaining Wage Pension Specialists.
We additionally not too long ago launched a recommendation arm, providing distant recommendation referrals to our advisers to supply services and products that they both usually are not certified or licensed to advise on, and even merely areas the place our adviser shoppers don’t want to commence.
What’s to come back?
Having invested closely in our infrastructure and software program, we shall be shortly launching an alternative system for submissions, which ought to present our advisers with way more detailed MI, and may assist to make sure that we exceed our service requirements as a norm.
Additionally deliberate pretty shortly is the flexibility to consult with our personal in-house Pension Switch Specialists for these not certified on this space – all contact is distant and on a hard and fast price foundation – understand that we take care of your shoppers transactionally, and work by referral, so your shopper possession isn’t in danger.