Time-saving LOA chasing & checking support for large IFA Firms

Our Chasers are a dedicated team of professionals committed to saving your team the headache of gathering plan information, chasing providers, and sending letters of authority, among other tasks. Allowing your Paraplanners and Advisers to focus on what matters most to your business.

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ABOUT THE SERVICE

Save your team the LOA chasing & checking headache

We get it – sending LOAs to providers and trying to obtain the required information is both exhausting and time-consuming. So why not let Plus Group take care of it for you? 

With robust processes in place, our team are experts at obtaining information quickly and efficiently, so your team is free to crack on with other – more important – tasks.

 

What’s Included:

  • No tie-in or minimum numbers are required
  • Pay-as-you-go basis
  • Checking information, if needed
  • Chasing providers via telephone for missing information
  • Set your own budget
  • Real-time updates in Fluid

Awards & nominations

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

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.

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

ABOUT

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

Chaser

Hannah Edwards

Hannah Edwards

Chaser

Joined in 2021

ABOUT

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

Chaser

Jill Thompson

Jill Thompson

Chaser

Joined in 2021

ABOUT

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.

LIKES

  • 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)

DISLIKES

  • 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

Chaser

Sam Parker

Sam Parker

Chaser

Joined in 2022

    ABOUT

    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.

     

    Ready to take the next step?

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

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