Tailored paraplanning & technology solutions for large IFA firms

Your business requires precision, efficiency, and scalability. Plus Group specialises in addressing the unique needs of large IFA firms, offering over a decade of proven solutions that seamlessly integrate with your processes and operations.

With Plus Group as your trusted partner, you can focus on delivering exceptional financial advice and a top-tier customer experience while we handle the rest.

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We’re here for you

Are struggling with tedious, time-consuming tasks like paraplanning, provider chasing, and client servicing, whilst still delivering a first-class customer service?

We’re here to help. Join the hundreds of Advisers who already trust Plus Group to provide elite support services and innovative technology solutions for their business. 

Client reviews

Trusted by hundreds of 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

“Plus Group were recommended to us by the management team at St. James’s Place.

We find the handover process between our office and Plus Group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.”


Adam Sheehan

Anderson Gardner Financial Planning

Expert paraplanning and technology solutions for savvy Financial Advisers

At Plus Group, we have the technology, expertise, and experience to provide you with an out-of-this-world service – all tailored exclusively to you and your business needs. 

SJP Paraplanning Support

Our highly qualified and experienced paraplanners are standing by to handle your long-term or short-term paraplanning needs. This frees up time and stress so your advisers can focus on what they do best—delighting clients with exceptional financial advice.

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Cashflow Modelling Support

With over ten years of experience, Cashflow John leads an enthusiastic team of experts dedicated to helping clients win business through sophisticated cashflow models. The team simplifies the process for your advisers, making it easy to demonstrate the extensive benefits potential clients can expect when working with you. As a result, their decision to do business with you becomes a no-brainer!

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Fluid Case Management System

A game-changer that offers a MAJOR boost in productivity, Fluid allows you to track every stage of your paraplanning cases in real-time, whenever, wherever.

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LOA Chasing

Say goodbye to administrative headaches and get ready to save a ton of time and resources each week by letting our highly experienced chasers gather all the plan information you need with extreme efficiency.

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Client Servicing

allocate your resources better by letting Plus Group handle those essential, tedious, time-consuming, must-do tasks. In doing so, your Advisers are free to enjoy more leisure time as well as time to better service existing clients, generate leads, and grow the their client base. 

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About Plus Group

Your trusted trusted paraplanning & outsourcing specialist

Plus Group is your renowned, trusted, and reliable partner, on call to help revolutionise your operations and streamline your processes.


With Plus Group, you only ever pay for what you use. We pride ourselves on providing you with all the resources you may need, yet only charging you if and when you use them. So you save money and gain efficiency. 

Scalable infrastructure

With our robust infrastructure and highly skilled paraplanners and chasers, Plus Group has the framework to support your business’s rapid expansion without compromising on quality.

Complementary services

All our services are designed to complement and support your business’s needs. Our team of experts tackles the mundane with extreme efficiency, so you can focus on delivering a premium customer experience to your clients while also freeing up more time.

We take compliance seriously

As regulations evolve, so does Plus Group. Now, with the introduction of Consumer Duty, our services are geared to ensuring you have the time you need to deliver a first-class customer experience, while remaining compliant. 

Not only do we meet compliance standards, but we exceed them. Rest assured, you can be confident your business is in great hands, ensuring it operates ethically and efficiently in this ever-evolving landscape.

Our clients hired us to:
Ensure they had consistent, high-level Paraplanning support

"Plus Group were recommended to us by the management team at St. James’s Place.

We find the handover process between our office and Plus Group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis."


Adam Sheehan
Anderson Gardner Financial Planning

Our clients hired us to:
Enhance the service he provides

"I asked John to go through the process of developing a Cashflow Model based on me and my personal circumstances. John went on to create 3 scenarios and the results were very impactful. The difference it made to my long-term wealth was enormous.

Having gone through the process personally and with great success, I started to promote the service with my clients.

The benefits of Cashflow Modelling to my business are great and it solidifies my relationship with my clients.

John, is relatable, enthusiastic, but professional, his style with clients is natural and our presentation meetings together flow well."

Steven Payne
Director of SP Wealth Planning an SJP Partner Practice

Our clients hired us to:
Help with her growing admin needs

"I was unable to take on new staff due to lockdown and the costs involved. I was drowning in admin and couldn’t grow my business.

Following some positive conversations with other Partners who had used Plus Group, I decided to sign up to their Chasing service.

Using Plus Group has allowed me time to do the things I should be doing, focusing on finding new clients, taking part in virtual business development opportunities, and look to grow and achieve my goals.

What’s also great is it doesn’t feel like I am working with remote strangers, Jon quickly felt like he was part of my team."


Mary MacFarlane
Associate Partner at SJP

Our clients hired us to:
Generate brand awareness and establish a good online reputation

"Having a previous connection with Plus Group and finding their marketing on social media really effective, I reached out to them for help.

Since working with Plus Group, our LinkedIn and Facebook profiles have grown from zero, and our LinkedIn page now boasts a healthy 800 followers.

The variety of posts and branding has generated new clients, helped drive business from both new and existing clients and has also led to new introducers reaching out after seeing our posts on social media.

Working with Plus Group massively achieved our objectives, and in fact exceeded our expectations."


Davis Wealth Management

Our clients hired us to:
Manage paraplanning cases with just an app

"For larger Practices, it’s essential to have a pipeline management system. And Fluid offers everything. Salesforce isn’t there yet- it doesn’t provide enough. Whereas Fluid is logical for the size of Capstone Financial’s Practice and where the business is going."


Dan Healey, Managing Director

How it works

Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.

Schedule a call to learn how Plus Group can help support your business goals today.

Get in touch

Reach out and let us know how best we can support you and your business.

Prepare for launch

We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.

Fuel the jets

We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.

Blast in to orbit

Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.

Awards & nominations

Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.

Meet your dream team

Our friendly team of experts cannot wait to support you and your business growth. 

We’re not just here to assist; we’re here to be the support most only dream of. And we’re not opposed to sharing some laughs along the way!

Jonathan Maskell

Head of Chasing Team

Jonathan Maskell

Jonathan Maskell

Head of Chasing Team


I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!

I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!

Hannah Edwards


Hannah Edwards

Hannah Edwards


Joined in 2021


Before joining Plus in 2021, I worked at Mercedes Benz of Liverpool for over 4 years as a Sales Administrator. I then worked for Cloudview for four months as a Sales Administrator, but decided I wanted to learn something new and leave sales completely.

I live in Liverpool with my boyfriend. I love to get pampered. I love to go out for food and spend time with family and friends.


Jill Thompson


Jill Thompson

Jill Thompson


Joined in 2021


After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.

I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.


  • Padel (similar to tennis/squash) I enjoy playing as often as I can
  • Countryside walks, nature and wildlife
  • My 2 dogs Tia and Bobby
  • Eating out (I’m very spoilt for choice where we live)


  • Not a big fan of strong smelling cheeses!
  • I do not like spirits (apart from gin)
  • Bullies, whether they are children or grown ups!



Sam Parker


Sam Parker

Sam Parker


Joined in 2022


    I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.

    I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.


    Why Plus Group

    Expert outsourced support for IFA firms

    Due to the ever-changing landscape of the financial services industry, firms and advisers are required to be more lean and dynamic in order to deliver a first-class experience to their clients. 

    By outsourcing, you free up valuable time and labour, save on costs, increase profit margins, and better allocate your resources to meet these demands, ensuring the longevity and health of your business. 

    Plus Group is the go-to expert providing you with the solutions you need for your business to thrive, saving you unnecessary stress and freeing up time for you to focus on what matters most – whether that’s enjoying more time off to spend with loved ones, focusing on growing your business, or both.

    We get it.

    The pressure for hands-on involvement at every step is intense, taking a toll on your time, resources, stress levels, and, most importantly, your ability to focus on what truly matters — your clients.

    Enter Plus Group.

    Your strategic partner to help you navigate these complexities with ease.  

    So slick.

    Our services not only help streamline your operations and processes for a leaner organisation — we also help create the space you need to deliver an exceptional customer experience, without compromise. 

    By allowing us to focus on what we do best, you free up your time, energy, and resources to focus on what you do best.

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    Ready to take the next step?

    Don't miss out, get in touch today to find out more

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