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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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...
The Practice that Jack built, with a little help from Plus
At Plus, we take pride in providing an excellent quality service that takes away some of the...
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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