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Meet Your Team

Paraplanners, Chasers, Gurus and more

Scott Daniels

Director & Co-Founder

Mark Lamb

Director & Co-Founder

Meet Your Team

Latest Posts

News, Articles & Insights

Case Study

Using Plus to Shake off the Shackles of LOA Chasing

When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner Practice in January 2020, she soon found herself working long days juggling the many tasks involved with running her own business. These included finding new clients, servicing existing ones, and the mountainous admin required daily, including the arduous task of writing Letters […]

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Meet The Team

Meet the Team – Clare Dale

For the return of our Meet the Team feature, we spoke with one of our most ex ...

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Paraplanning and the benefits of outsourcing

Paraplanning is a relatively new profession within the world of Financial Ser ...

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What SJP Partners say about 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.

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