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Are you an SJP Partner or Adviser looking for support?

Paraplanning, LOA Chasing, Cashflow Modelling and Social Media Management.

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About Plus Group

We're here, for you

And by that, we mean for the Partners, Advisers and PSS of St. James’s Place Wealth Management (SJP).

So much so, that we have supported more than 1,000 of you and completed more than 18,000 suitability reports for the Partnership.

About PLUS

Some of our clients:

Would you like to talk to a member of our team?

Call Us 0151 559 1332Book A MeetingRequest a call

Testimonials

What SJP Partners and Advisers say about Plus Group

Peter Greenwood

Greenwood Wealth Solutions

Our experience of Plus Group has been totally positive.

The cases have been allocated swiftly and all the para planners we have experienced have been not only knowledgeable but extremely helpful.

We are particularly pleased that we have been allocated the same paraplanner on a number of occasions allowing us to form a great working relationship with them.

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Our Awards & Nominations

Meet Your Team

Paraplanners, Chasers, Gurus and more

Scott Daniels

Director & Co-Founder

Scott is one of the Directors and Co-Founders of the Company. His main role involves managing the day to day running of the business, and he spends a lot of ... View More...

Mark Lamb

Director & Co-Founder

Mark is one of our Directors and Co-founders of the Company. Originally from Liverpool, he now lives in the Costa Blanca, Spain where he works remotely, focu ... View More...

Meet Your Team

Latest Posts

News, Articles & Insights

Case Study

Using Plus to Shake off the Shackles of LOA Chasing

When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner Practice in January 2020, she soon found herself working long days juggling the many tasks involved with running her own business. These included finding new clients, servicing existing ones, and the mountainous admin required daily, including the arduous task of writing Letters […]

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Meet The Team

Meet the Team – Clare Dale

For the return of our Meet the Team feature, we spoke with one of our most ex ...

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News

Paraplanning and the benefits of outsourcing

Paraplanning is a relatively new profession within the world of Financial Ser ...

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