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Meet the Team – Kelly Daniels

July 27, 2020

Sue McFarlane


Meet Kelly

Our Accounts Manager


Kelly undertakes the general management of all accounts across the Plus group of companies and is the main point of contact for any account queries.


What does a typical day for you look like?

Very busy – No two days are the same!

Each day usually starts with any day to day account housekeeping, settlement of bills etc, ensuring our accounting software is up to date, then anything else that comes my way!

I often liaise with Sue, the Operations Manager, as well as Paraplanners and office based staff to resolve any issues. Additionally, I support Directors with any day to day adhoc activities.


What do you enjoy most about your job?

I love the team I work with, we are all so close knit and get along so well.


What do you enjoy doing when you’re not working?

I love to travel, spending time with my family and meals out with my amazing husband.

America is my favourite place to travel, there’s so much to see and do, and when the little ones are older we plan to tour from one end of the country to the other!

I love to dine out at Italian restaurants, Gino’s in Liverpool being my go to.


What was the last TV show you binge-watched on Netflix?

Friends, I never tire of that show!


What are your favourite podcasts/books?

I’m currently working my way through the Greek Mythology books by Stephen Fry.

I find the stories fascinating, and I also enjoy how it remains part of our literature and language.


We're Hiring!

Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.