We’re truly blessed to have helped thousands of SJP practices and financial advisers achieve incredible results in their businesses. Check out a variety of our case studies below to learn exactly how we can do the same for you.
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The Paraplanning Case Management App that helps Capstone Financial gain better communication with their clients and within their own team
Capstone Financial are one of Fluid’s earliest users, having joined Plus Group’s Paraplanners in a...
When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner...
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice...
Adam Sheehan and Jacqui Moyes, Directors of Anderson Gardner Financial Planning, Partner...
Steven Payne, Director of SP Wealth Planning, Senior Partner Practice of St.James’s Place Wealth...
When John Home founded his business, John Home Wealth Management, in September 2012, he did so on...
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.”
Greenwood Wealth Solutions
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