What’s impressed me about PLUS is the can do attitude and quality of work. With more demands on quality of documentation this company steps up and delivers in both a timely and professional manner, over and over again. When I’m asked by Partners for a quality paraplanning outfit, there’s few I’d recommend with as much confidence as PLUS. 5 stars from me!
Matt Hammond, Partner Developement Manager
I have been more than happy with the level of professionalism and expertise when dealing with PLUS. I have recommended you to a number of the Partner businesses I work with, who now use your service of Paraplanning, Client Servicing & Administration. Keep up the great work!
Garry Atack, Partner Developement Manager
A Marketing & Client Servicing System, Developed for Partners.
With today’s ever increasing regulatory environment in financial services we understand the burden this places on adviser’s time.
We're The Professionals
By engaging our services, you can be safe in the knowledge that you’re dealing with professionals, with a genuine passion for the services that we offer and each member of the team provides an expert led service.
A Good Working Relationship With St. James's Place
From Head Office to Senior Management, BDM’s & Risk/Compliance Managers, we work closely to ensure our services meet the required standards.
We Pride Ourselves On The Service We Provide
We know all too well how important exceptional levels of service are to Partners. That’s why we will call you at least once a month to see if everything is OK.