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About Plus Group

A word from the Directors

Outsourced support, exclusively for SJP Practices

Our first hand experience of working within estbalished St. James’s Place Practices, has allowed us to develop solutions aimed at making life easier for our clients, and we are extremely passionate about what we do.

As business owners, we are delighted that our team can provide genuine, professional support, where our combined skills and expertise can be leveraged to deliver quality in-demand services, which ultimately leads to the best outcome for clients we work with.

In our commitment to continuous improvement, we constantly seek out new opportunities to support Partners and Advisers, in a way that meets their individual needs, rather than just a one size fits all approach.

We value the trust that had been placed in us and take pride in providing tailored solutions. We look forward to working with you.

Mark Lamb & Scott Daniels

Directors

About Plus Group

We see things from your perspective

We understand the challenges you face and the importance of today’s ever-changing regulatory environment, and we are here to help. 

Plus Group has continued to grow in popularity amongst the Partnership and we now have over 70 amazing team members supporting Partners and Advisers across the country.

Whether you need full end-to-end Paraplanning support or just need help chasing providers and obtaining information, Plus Group can help.

By engaging with Plus, you can be confident that you will be working with true professionals who have a genuine passion for the service that we offer. Our aim is simple, we want to help you save valuable time and money, so you can focus on nurturing your client relationships, providing the best possible service, and growing your business.

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

Call Us 0151 559 1332Request a call

Careers

Are you looking for a change of scene?

As demand for our service increases, so does the need to add quality, ambitious individuals to our team.

If you’re an experienced Paraplanner, or think you have what it takes to be part of our Chasing Team, we’d love to hear from you.

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Testimonials

What SJP Partners 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.

View Testimonials

Our Awards & Nominations

Our Most Frequently Asked Questions

What experience do you have working with SJP Partners and Advisers?

Do you only work with St. James’s Place Partners and Advisers?

How does your charging structure work?

Are there minimum usage requirements for your services?

Am I tied into a contract?

Are you able to deal with fluctuating work levels?

What happens if there is an error or mistake?

How secure is my client data?

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Meet Your Team

Paraplanners, Chasers, Gurus and more

Scott Daniels

Director & Co-Founder

Mark Lamb

Director & Co-Founder

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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View All News
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Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.