Suitability Report writing for new business and replacement cases. From ISA’s to Drawdown, we have the in-house expertise to cover all areas.MORE INFO
Your time is best spent with Clients, not doing admin, therefore our team of experienced Administrators work as part of your practice.MORE INFO
From strategy to communication distribution, we work with you to ensure your Clients receive regular and targeted contact throughout the year.MORE INFO

A Business Developed Exclusively For Partners Like You!

To See How We Can Intergrate With You & Your Practice

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Some Words From Our Clients

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
  • We're looking for 6 Paraplanners

Are you an Experienced Paraplanner looking for a new challenge?

March 23rd, 2017|0 Comments

Do you have experience of writing suitability reports of the highest standard? 
Due to demand, PLUS Group are looking to add 6 individuals to their team of experienced, client focused and professional Paraplanners, with an immediate […]

  • Choosing the right linkedin profile picture

The right LinkedIn profile picture

January 25th, 2017|0 Comments

LinkedIn, which was recently acquired by Microsoft, has now surpassed 450 million users. If you want to build your brand then you must invest time and effort in building your LinkedIn profile. It is more […]

  • DB Defined Benefits Client Review

Can your clients afford for you not to review their DB pension?

January 25th, 2017|0 Comments

Pension freedoms have brought many changes, some expected and some less so. For many years a defined benefit pension was the gold standard of pension. Prior to pensions freedoms these were looked upon with envy […]

PLUS MCS

A Marketing & Client Servicing System, Developed for Partners.

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Why Use PLUS Group?

We understand Your Needs

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.