Case studies
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...
Using Plus to Shake off the Shackles of LOA Chasing
When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner...
How Social Media helped Davis Wealth Management grow their practice
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice...
Finding Paraplanners to Accomodate the Needs of a Growing Business
Adam Sheehan and Jacqui Moyes, Directors of Anderson Gardner Financial Planning, Partner...
Viewing your future through the window of Cashflow
Steven Payne, Director of SP Wealth Planning, Senior Partner Practice of St.James’s Place Wealth...
Finding a Home for Complex Cases
When John Home founded his business, John Home Wealth Management, in September 2012, he did so on...
Awards & nominations
Not one to brag, but *ahem* we’re kind of a big deal!
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
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