Our Services

Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible.

The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life.

I would definitely look to use this service again, and highly recommend Plus Group.

Our experience of Plus Group has been totally positive.

The cases have been allocated swiftly and all the para planners we have experienced have been not only knowledgeable but 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.

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service.

Moving our paraplanning and general support requirements to Plus Group was a game-changer for us: Despite the size and complexity of many of our cases we have seen a big improvement in quality and turnaround times.

Put simply, Plus are exceptional and we wouldn’t work with any other firm.

I have been delighted with the excellent service from Plus Group since I started using them in August 2013.

Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my practice to concentrate on positive client outcomes.

Not to mention the positive impact on our Quality Gateway score.

I’ve been using Plus for several years now. During that time, I’ve found them to be very professional in their dealings with me and my team.

The accuracy of their report writing is second to none and they are always available to discuss new cases and how their approach might be mutually beneficial.

Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible.

The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life.

I would definitely look to use this service again, and highly recommend Plus Group.