Why Choose Svensoni?
Not tied into a Contract
Extra support as and when you need it – We know that not all businesses need the same amount of dedicated paraplanning support, and that’s why we work in a fully flexible fashion – with no retainers or minimum case commitments.
Some firms use us only when they’ve got something they really don’t want to do themselves, whereas others use us for every piece of business they write.
Flexible, dedicated & Cost Effective
Flexible, yet dedicated – Whilst we won’t ask you to commit to us with a retainer or minimum case volumes, You would still be allocated a dedicated paraplanner, so that you’re working with the same paraplanner for the vast majority of your cases – we find this works best, so that you get to develop an understanding ofhow each other works.
Your dedicated paraplanner will soon become just like one of your team, but without the hassle and cost of an employed member of staff.
Building Rapport
Rapport – We have a professional, but friendly and relaxed approach.
Not sure a case can complete, just pick up the phone and give us a ring, we are always on hand to answer any queries.
Rich I want to add some more content here but not sure what – maybe something like another reason for having a dedicated paraplanner or perhaps maybe we mention head over to our testimonial page to see what our clients think.
Cater for all Types of Firms
Our approach has led us to work with firms of all shapes and sizes, from directly regulated sole traders, to strategic firms within the UK’s largest advice networks.
So whether you are a financial Adviser running your own small practise to a large advice practise with multiple advisers,
Svensoni can help to free up your time so you can focus on your clients.