Case studies

We’re blessed to have helped hundreds of clients achieve incredible results. Scroll down or use the quick links to see how we can do the same for you.

Paraplanning

TWA Chartered Financial Planners faced significant difficulties in managing complex cases due to inconsistent service from their previous outsourced Paraplanners.

LOA CHASING

Buckle & Partners found a way to reclaim time, whilst also delivering a better service for clients.

FLUID

Capstone Financial gained better communication not just between them and their clients, but also within their own team.

Paraplanning

Adam Sheehan and Jacqui Moyes are Directors of Anderson Gardner Financial Planning, finding Paraplanners to accomodate the needs of a their growing business.

Paraplanning

When John Home founded his business, John Home Wealth Management, in September 2012, he did so on his own with no back-office support and finally find a home for complex cases at Plus.

Paraplanning

Jack Robertson, Senior Partner at SJP, has been a Plus Group client since 2018.  He told us his story of how he came to use Plus and how it has changed his working life for the better.

Cashflow modelling

Steven Payne is looking for ways to enhance the service he provides and views his future through the window of Cashflow Modelling.

Social media management

How Plus Social Media team helped Davis Wealth Management grow their practice.

LOA Chasing

Mary MacFarlane uses Plus to shake off the shackles of LOA chasing.

Awards & nominations

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

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