Superior business support for SJP Practices, Networks and IFAs

Whatever your needs: Paraplanning, Client Servicing, Innovative Case Management Technology, LOA Chasing, Cashflow Modelling, or Social Media Management, Plus Group is here to help. 

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what we offer

The smart way to optimise and scale your practice

Save time

We provide vital business support, so you can spend more time wowing your clients and pursuing your dreams.

No hidden costs

We value our clients dearly and operate with full transparency, so you’ll only ever have to pay for the services you use. 

Eliminate stress

By outsourcing all laborious, tedious work,  you can focus on expanding your practice, enjoying your hobbies, or both.

Quality Assured

Plus Group is built on relationships and trust, as evident by our track record of over 50,000 suitability reports and thousands of delighted customers. 

About Plus Group

We see things from your perspective

At Plus Group, we understand the challenges you face and the importance of staying up to date with today’s ever-changing regulatory environment, and we are here to help. 

By engaging with Plus Group, you can be confident you’ll be working with true professionals with a genuine passion for the services we offer. Our team are some of the best in the business, supporting hundreds of financial advisers across the country just like you

We offer full end-to-end Paraplanning Support, Client Servicing, Checking and Chasing, Cashflow Modelling, Social Media Management, and more.

Our mission is simple: To save you valuable time and money, so you can focus on providing excellent service to your clients, nurturing relationships, growing your business, and enjoying the fruits of your labour.

From our directors

We are thrilled to have you join us!

We are delighted to welcome you to the Plus Group family. Our experience of working with hundreds of St. James’s Place Practices has enabled us to create solutions to make life that much easier for you and your clients. 

Our commitment to progress ensures we constantly seek out new ways to support financial advisers according to their specific needs as opposed to a one size fits all approach.

Above all, we value your trust and look forward to working together to help you optimise and grow your business.

Mark Lamb & Scott Daniels

Directors

You do what you do best, let Plus take care of the rest

Click on the service below to find out more.

SJP Paraplanning Support

Cashflow Modelling Support

Social Media Management

LOA Chasing Support

Paraplanning Case Management App

Introducing fluid

A revolutionary paraplanning case management solution

Say bye-bye to long, tedious hours of paraplanning admin. Fluid offers a major boost in productivity, allowing you to seamlessly track every stage of your cases in real-time for maximum efficiency while completely transforming how you run your business.

Register your interest in Fluid

How it works

Plus Group is 100% committed to supporting you as best we can while making the entire process as seamless and efficient as possible.

Get in touch

Reach out and let us know how best we can support you and your Practice.

Prepare for launch

We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.

Fuel the jets

We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.

Blast in to orbit

Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.

Trusted by hundreds of SJP Practices and Financial Advisers

“Our experiences of Plus Group have been totally positive.

The cases have been allocated swiftly and all the paraplanners we have experienced have been not only knowledgeable but also 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.”

 

Peter Greenwood

Greenwood Wealth Solutions

Awards & nominations

Not one to brag, but *ahem* we’re kind of a big deal! 

Meet your dream team

Paraplanners, Chasers, Gurus, and more.

Scott Daniels

Director & Co-Founder

Scott Daniels

Scott Daniels

Director and Co-Founder

ABOUT

I am one of the Directors and Co-Founders of Plus Group. My main role is to manage the day to day running of the business, and I spend a lot of time speaking to the various stakeholders and engaging with new clients, as well as discussing cases with Paraplanners and Partners.

I’m originally from Wales, not that you can tell from the accent! I live with my wife Kelly, our two children Oliver and Charlotte, and chihuahua Coco.

LIKES

I enjoy reading, watching LFC, and eating out. I also try to play golf every Friday afternoon and have recently taken up Photography.

Mark Lamb

Director & Co-Founder

Mark Lamb

Mark Lamb

Director & Co-Founder

ABOUT

I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.

Besides business, I love to travel and am currently residing in Bali, Indonesia where I live with my dog, Bo.

I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.

LIKES

Travelling, Liverpool Football Club and Marketing

DISLIKES

Celery, rude people and cold weather

 

Sue McFarlane

Operations Director

Sue McFarlane

Sue McFarlane

Operations Director

ABOUT

I have done a bit of everything over the years, from Administrator, Office Manager, Paraplanner and Financial Adviser. By having worked in all of these different roles, I have a good understanding of what is needed by all parties involved in the work we support SJP Partners with, to get the best outcome for all.

LIKES

I am animal mad and my husband is very happy we have never won the lottery otherwise we'd have our own pet rescue set up somewhere! I love decoupaging, mudlarking and researching my family tree.

DISLIKES

I am very much a country mouse and am really not keen on cities so avoid them if I can. Given the fact I have almost been knocked over in Paris, Amsterdam and London, I think it is probably for the best.

 

Ready to grow your Client base?

Our team of experts are on standby to roll out the red carpet. All you have to do is contact us now.

Give us a call

0151 559 1332

Book a meeting

See our calendar

Send us an email

hello@plusgroup.org

Frequently asked questions

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

Our quality support services have now helped over 1500 St. James’s Place Partners and Advisers. If you would like to hear testimonials from some of our satisfied customers, click here.

How does your charging structure work?

This depends on the service and what best suits your needs. For more information on charges for specific services, click here to view our fees.

Am I tied into a contract?

As we offer a range of services, this will really depend on your needs. Further details can be found in the FAQ section for each service.

What happens if there is an error or mistake?

Our Team, although thorough and conscientious, are only human and everyone, on occasion, makes mistakes. We do however have procedures in place, to try and minimise errors, deal with them quickly and effectively, should they occur, and ensure they do not happen again.

It is important to remember that whilst you outsource a task, you do not outsource the responsibility for that task, and it is important you have an appropriate checking process in place.

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

Yes! Plus was specifically created to provide quality support services, exclusively to SJP Partners and Advisers. By focusing our services, we are able to ensure we are up to date and compliant with SJP policies and procedures and all of our staff are proficient in the use of SJP systems. We also work closely with Location Management Teams and Head Office and are a preferred Paraplanning supplier for SJP.

Are there minimum usage requirements for your services?

We don’t have any minimum usage requirements; our services can be utilised as little or often as you need.

How secure is my client data?

The security of your client data is very important to us. We also ensure our policies and procedures are in line with SJPs. You can view our Privacy Notice here.

Can’t find the answer you’re looking for? No problem. Fill out the form, and we’ll get back to you ASAP.