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Paraplanning, Administration, Client Servicing, Social Media Management, Marketing and Cashflow Modelling.

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Services

You give the advice, we do the rest

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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:

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Testimonials

What SJP Partners and Advisers say about Plus Group

Athena Watson

Noula Wealth Consultancy Limited

Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible.

The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life.

I would definitely look to use this service again, and highly recommend 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.

Sandro Forte

Forte Financial LLP

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service.

Moving our paraplanning and general support requirements to Plus Group was a game-changer for us: Despite the size and complexity of many of our cases we have seen a big improvement in quality and turnaround times.

Put simply, Plus are exceptional and we wouldn’t work with any other firm.

David Blackwell

Myriad Wealth Management

I have been delighted with the excellent service from Plus Group since I started using them in August 2013.

Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my practice to concentrate on positive client outcomes.

Not to mention the positive impact on our Quality Gateway score.

Athena Watson

Noula Wealth Consultancy Limited

Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible.

The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life.

I would definitely look to use this service again, and highly recommend Plus Group.

Sandro Forte

Forte Financial LLP

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service.

Put simply, Plus are exceptional and we wouldn’t work with any other firm.

David Blackwell

Myriad Wealth Management

I have been delighted with the excellent service from Plus Group since I started using them in August 2013.

Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my practice to concentrate on positive client outcomes.

Not to mention the positive impact on our Quality Gateway score.

Athena Watson

Noula Wealth Consultancy Limited

Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible.

The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life.

I would definitely look to use this service again, and highly recommend Plus Group.

View Testimonials

Our Awards & Nominations

Meet Your Team

Paraplanners, Administrators, 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

News, Articles & Insights

Meet The Team

Meet the Team – Clare Dale

For the return of our Meet the Team feature, we spoke with one of our most experienced Paraplanners, Clare Dale, to get a little insight into her life and background. What led you to this career? I took a job as an Office Junior with a local IFA Practice, with the intention of earning […]

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