by SammyK | Feb 13, 2024 | Case studies
Find out how TWA use Plus Group to handle all their Suitability Letters, allowing them to conduct the rest of the case management and therefore streamline their Paraplanning while their business grows. Project Details TWA Chartered Financial Planners discovered Plus...
by SammyK | Feb 13, 2024 | Case studies
Tick tock, the clock’s always ticking in the fast-paced world of financial advice. Yet Buckle & Partners found a way to reclaim time, whilst also delivering a better service for clients. Mike Dyke, Senior Paraplanner, illuminates the Practice’s journey from...
by Mark Lamb | Mar 15, 2023 | Case studies
Capstone Financial are one of Fluid’s earliest users, having joined Plus Group’s Paraplanners in a demo of an earlier version of the software back in 2019 and being swiftly onboarded afterwards. Project Details “It wasn’t long before we signed up – it was a very quick...
by Mark Lamb | Jul 5, 2022 | Case studies
When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner Practice in January 2020, she soon found herself working long days juggling the many tasks involved with running her own business. These included finding new clients, servicing...
by Mark Lamb | Apr 27, 2021 | Case studies
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice of St. James’s Place Wealth Management, in January 2020, with her husband James, little did she know that the normal challenges faced by a new business, were about to be...
by Mark Lamb | Apr 14, 2021 | Case studies
Adam Sheehan and Jacqui Moyes, Directors of Anderson Gardner Financial Planning, Partner Practice of St. James’s Place Wealth Management since 2011, found that their business had grown to a level as such where the Paraplanner they had previously used...
