Svensoni Paraplanning Ltd

Developing your business and growing your profits" Let us focus on the things we're good at, so you can focus on the things that you're good at! We've heard it many times over from our clients, they can simply do more business and earn more money, by leaving the paraplanning to the paraplanners. Although, for some, they'd simply prefer to spend a few less hours working each week. Extra support as and when you need it - We know that not all businesses need the same amount of dedicated paraplanner support, and that’s why we work in a fully flexible fashion – with no retainers or minimum case volumes We can accommodate all types of firm – 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 Flexible, yet dedicated - Whilst we won’t ask you to commit to us with a retainer or minimum case volumes, we’ll still provide you with dedicated paraplanner to work on your cases. Cost - Your dedicated paraplanner will soon become just like one of your team, but without the hassle and cost of an employed member of staff 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 We provide paraplanning support across the whole range of financial planning needs, including: • Pension transfers, including Defined Benefit. • At retirement – drawdown and annuity • Investment replacements • Inheritance tax planning • Alternate investments – EIS, VCT, BPR/ITS etc • Equity release • Long term care • Annual reviews