How one adviser freed 10 hours a week with Plus Group

Client Context

James* was an experienced IFA running his practice alone. With a loyal client base and strong referrals, demand was never the problem — time was. Every hour he spent with clients created double the time in research and report writing behind the scenes.

The Challenge

His workload was becoming unsustainable. Complex DB transfers, pension switches, and multi-layered tax cases filled his pipeline. Without paraplanning support, James was:

• Working until midnight most evenings
• Constantly worried about compliance
• Falling behind on client communication because reports took priority

He reached a breaking point when two urgent cases landed on his desk in the same week, forcing him to choose between delays or cutting corners.

The Turning Point

James realised he could no longer keep up the pace. Hiring a full-time paraplanner wasn’t feasible for his firm size, but doing nothing risked client service and compliance exposure. He needed reliable support that worked like part of his business without the overhead.

The Solution

Plus Group paired James with a dedicated paraplanner who quickly adapted to his processes and style. Together, we:

• Took on technical reports → Complex DB transfers and pension advice were drafted with precision
• Created clear visibility → Cases were tracked in Fluid, giving James real-time updates
• Reduced compliance risk → Early-stage reviews ensured every report was watertight before submission

Implementation Insight

To prove the process worked, James trialled Plus Group on one of his most time-sensitive cases. The turnaround exceeded expectations, and within two weeks he had transitioned his full caseload into our system. The transition was simple, with no disruption to clients.

Results

• 10+ hours per week saved — time reinvested in client meetings and business development
• Reports delivered faster and with confidence — no more second-guessing compliance
• Stress lifted — evenings reclaimed, and weekends no longer lost to report writing

Emotional Impact

The biggest win wasn’t just the hours saved — it was the shift in mindset. James went from being buried under paperwork to feeling in control of his business again. With the pressure off, he could give clients more of his energy and start planning for growth.

Before vs After

Barriers Addressed

James worried that outsourcing would mean losing oversight. But with Fluid giving him a live view of every case, he actually felt more in control than before.

If you are handling complex cases alone and running out of hours in the day, Plus Group’s paraplanning support can give you the confidence and capacity to grow your practice.