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You give the advice, we do the rest.
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Meet Your Team
Paraplanners, Administrators, Gurus and more
Sue McFarlane
Operations Manager
Sue joined a few months after Plus started so has been with us for 7 years. She is our Operations Manager and does a little bit of everything! Her aims are t ... View More...
Jonathan Maskell
Head of Chasing Team
Jon is another one of our former Apprentices, joining in 2014. He is our Head of Chasing, undertaking a variety of duties, including making sure daily tasks ... View More...
Scott Daniels
Director & Co-Founder
Scott is one of the Directors and Co-Founders of the Company. His main role involves managing the day to day running of the business, and he spends a lot of ... View More...
Mark Lamb
Director & Co-Founder
Mark is one of our Directors and Co-founders of the Company. Originally from Liverpool, he now lives in the Costa Blanca, Spain where he works remotely, focu ... View More...
Sue McFarlane
Operations Manager
Sue joined a few months after Plus started so has been with us for 7 years. She is our Operations Manager and does a little bit of everything! Her aims are t ... View More...
Jonathan Maskell
Head of Chasing Team
Jon is another one of our former Apprentices, joining in 2014. He is our Head of Chasing, undertaking a variety of duties, including making sure daily tasks ... View More...
Scott Daniels
Director & Co-Founder
Scott is one of the Directors and Co-Founders of the Company. His main role involves managing the day to day running of the business, and he spends a lot of ... View More...
Mark Lamb
Director & Co-Founder
Mark is one of our Directors and Co-founders of the Company. Originally from Liverpool, he now lives in the Costa Blanca, Spain where he works remotely, focu ... View More...
Sue McFarlane
Operations Manager
Sue joined a few months after Plus started so has been with us for 7 years. She is our Operations Manager and does a little bit of everything! Her aims are t ... View More...
Jonathan Maskell
Head of Chasing Team
Jon is another one of our former Apprentices, joining in 2014. He is our Head of Chasing, undertaking a variety of duties, including making sure daily tasks ... View More...
Latest Posts
News, Articles & Insights
Meet the Team – Clare Dale
For the return of our Meet the Team feature, we spoke with one of our most experienced Paraplanners, Clare Dale, to get a little insight into her life and background.  What led you to this career? I took a job as an Office Junior with a local IFA Practice, with the intention of earning […]
Paraplanning and the benefits of outsourcing
Paraplanning is a relatively new profession within the world of Financial Ser ...
Provider Monthly Review – March 2021
With the theme of last month’s update being focused on lengthy call wait time ...
Testimonials
What SJP Partners say about Plus Group
Athena Watson
Noula Wealth Consultancy Limited
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.
Peter Greenwood
Greenwood Wealth Solutions
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.
Sandro Forte
Forte Financial LLP
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.
David Blackwell
Myriad Wealth Management
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.
Gavin Miller
Miller Wealth Management Ltd
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.
Athena Watson
Noula Wealth Consultancy Limited
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.
Peter Greenwood
Greenwood Wealth Solutions
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.
Sandro Forte
Forte Financial LLP
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.
David Blackwell
Myriad Wealth Management
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.
Gavin Miller
Miller Wealth Management Ltd
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.
Athena Watson
Noula Wealth Consultancy Limited
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.