Founded in 2012, Svensoni Paraplanning Ltd offers a range of professional support services designed to assist financial advisers in delivering high-quality advice to their clients. The company's core business involves conducting research, analyzing data, and preparing compliant Suitability Reports and other necessary documentation. Their mission is to free up financial advisers' time, allowing them to focus on client relationships and business development, while ensuring the back-office and technical reporting functions are handled efficiently and accurately.

Founded in

United Kingdom