Meet your team

A little birdie told us that you’re interested in getting to know the extraordinary members of Plus Group. Good news: We’re all about building relationships, so we’re only too happy to oblige!

Scroll down to meet the team and click on their pretty little picture to discover their hobbies, must-haves, pet peeves, and more!

The senior management team

Drawing on their extensive experience and knowledge of St. James’s Place, our senior team has built a comprehensive support service designed specifically for SJP Partners and Advisers.

Scott Daniels

Director & Co-Founder

Scott Daniels

Scott Daniels

Director and Co-Founder

ABOUT

I am one of the Directors and Co-Founders of Plus Group. My main role is to manage the day to day running of the business, and I spend a lot of time speaking to the various stakeholders and engaging with new clients, as well as discussing cases with Paraplanners and Partners.

I’m originally from Wales, not that you can tell from the accent! I live with my wife Kelly, our two children Oliver and Charlotte, and chihuahua Coco.

LIKES

I enjoy reading, watching LFC, and eating out. I also try to play golf every Friday afternoon and have recently taken up Photography.

Mark Lamb

Director & Co-Founder

Mark Lamb

Mark Lamb

Director & Co-Founder

ABOUT

I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.

Besides business, I love to travel and am currently residing in Bali, Indonesia where I live with my dog, Bo.

I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.

LIKES

Travelling, Liverpool Football Club and Marketing

DISLIKES

Celery, rude people and cold weather

 

Sue McFarlane

Operations Director

Sue McFarlane

Sue McFarlane

Operations Director

ABOUT

I have done a bit of everything over the years, from Administrator, Office Manager, Paraplanner and Financial Adviser. By having worked in all of these different roles, I have a good understanding of what is needed by all parties involved in the work we support SJP Partners with, to get the best outcome for all.

LIKES

I am animal mad and my husband is very happy we have never won the lottery otherwise we'd have our own pet rescue set up somewhere! I love decoupaging, mudlarking and researching my family tree.

DISLIKES

I am very much a country mouse and am really not keen on cities so avoid them if I can. Given the fact I have almost been knocked over in Paris, Amsterdam and London, I think it is probably for the best.

 

The support team

Quite simply: We’d be lost without them!

Kelly Daniels

Accounts Manager

Kelly Daniels

Kelly Daniels

Accounts Manager

ABOUT

I have been with Plus since it all began in 2013. I am the Account Manager and manage all aspects of the company finances. Along with daily account management I handle all payroll requirements and any ad hoc requests from the Directors.

LIKES

I enjoy working out, getting my fix at 6 am before the rest of the house is up!! I also like travelling, socialising with friends and eating out, as well as spending time with family.

Samantha Killick

Executive Assistant

Samantha Killick

Samantha Killick

Executive Assistant

ABOUT

I worked for senior management in SJP before joining Plus in early 2021. I love being organised, keeping people organised, never having two work days the same and learning new things.

LIKES

Travelling, warm sunny days, baking, animals (although I would rather the creepy crawlies remain at a safe distance!)

DISLIKES

Rude people, being cold, early mornings and bananas.

 

Megan Bradshaw

Executive Assistant

Megan Bradshaw

Megan Bradshaw

Executive Assistant

ABOUT

Prior to joining Plus Group, I was completing my MSc in Clinical Psychology and worked with children who had additional needs.

LIKES

F1, rugby League, baking, mexican food, butterflies, and trying not to kill my plants.

DISLIKES

Mustard, pineapple, clowns, and when my plants die.

 

Clare Redman

Social Media Manager

Clare Redman

Clare Redman

Social Media Manager

ABOUT

My role varies a lot and depends on what the company's priorities are at any one time. You'll usually find me in Essex with family or in Paris with my partner.

LIKES

Spending time with loved ones, meeting new people and learning about new cultures whilst travelling abroad, and anything to do with art, music, photography and media.

DISLIKES

Arrogance, rudeness, ignorance.

Suzanne Gibbard

Customer Success Manager

Suzanne Gibbard

Suzanne Gibbard

Customer Success Manager

ABOUT

I have always had job roles that are client focused, I gained experience starting in the hospitality industry moving on to banking, finance & technology. Here at Plus I am enjoying helping clients to get the very most from their experience using Fluid and SISOMA. I have been based in Spain for 20 years with my son but I am an Essex girl at heart.

LIKES

Family, eating out, music, beach, wine, photography and podcasts.

DISLIKES

Rudeness, being cold, bad smells and bad drivers.

 

The quality assurance team

Our paraplanning gurus ensure all new Paraplanners know all they need to know to perform their tasks for you at the highest level, as well as ensure we continue to have some of the best QoD scores around.

Jonathan Campbell

Quality Assurance Manager

Jonathan Campbell

Jonathan Campbell

Quality Assurance Manager

Joined since 2020

ABOUT

I joined Plus in October 2014, and am a Quality Assurance Manager. My job involves training new Paraplanners and monitoring and managing our Quality of Documentation scores.

I live in Liverpool with my girlfriend Jenny and bulldog/boxer Maya.

LIKES

I enjoy going to the match to watch Liverpool, travelling and socialising with friends.

Denise Moxon

Quality Assurance Manager

Denise Moxon

Denise Moxon

Quality Assurance Manager

ABOUT

I started at Plus in April 2016 as a Paraplanner but am now one of the Quality Assurance Managers. My role is to support new and existing Paraplanners by checking their cases and providing feedback.

I live in Chester with my Partner TC and my 2 dogs Suzie and Tessie.

LIKES

I enjoy visiting National Trust and English Heritage sites with my partner, and playing tabletop role playing games with family and friends. I also enjoy going to rock concerts when I can, and have been lucky enough to see some of the greats over the years!

 

Want to join the team?

We’re always looking for awesome, talented people to join our team

The chasing & checking team

Chasing providers for you is what they do best – these legends are experts in helping both our Paraplanning Team & SJP Practices obtain valuable information from 3rd party providers.

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!

Gill Montieth

Chaser

Gill Montieth

Gill Montieth

Chaser

Joined in 2021

ABOUT

Before joining Plus, I worked in various secretarial, PA and office management roles. I was also a volunteer co-ordinator for H4H and founded Friends of Birkenhead Council Kennels.

I live in Javea, Spain, with my two best buddies, Monty and Tilly (Yorkies). My beautiful daughter, Sophie, lives back in the UK but visits often. Thanks to modern tech we see each other every day and are as close as ever.

I am a sucker for a good cause and have been roped into jumping out of an aeroplane and abseiling down a lighthouse to raise funds for various charities.

LIKES

  • Travel
  • Walking my dogs
  • Socialising with friends
  • Supporting local charities
  • Movies and I have excellent taste in music (according to me)

DISLIKES

  • Cheese
  • Wonky pavements
  • Bad hair days
  • Being woken from a nice sleep

 

Beverley Marshall

Chaser

Beverley Marshall

Beverley Marshall

Chaser

Joined in 2021

ABOUT

I joined Plus in June 2021. I am from Preston in Lancashire and live with my Partner, James and Staffie dog, Betsy. I love the outdoors and am part of a VW club, I love camping in my campervan, The Hulk.

LIKES

  • Fly fishing
  • Creating personalised crafts for friends and family

 

Natasha McLellan

Chaser

Natasha McLellan

Natasha McLellan

Chaser

ABOUT

I have worked in financial services for over 4 years and enjoy the problem solving challenges it brings. I live in Fife, Scotland.

LIKES

Outside of work I like to spend time with my two horses and making the most of the Scottish outdoors.

DISLIKES

I can be a bit of a fussy eater, having been a vegetarian all my life!

 

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.

 

Hannah Gibbins

Chaser

Hannah Gibbins

Hannah Gibbins

Chaser

Joined in 2021

ABOUT

I have worked within the Plus Group Chasing Team since August 2021.

 

 

Sophie Sawford

Chaser

Sophie Sawford

Chaser

Joined in 2021

ABOUT

In 1986 I started in Retail Banking and have worked in the Finance sector now for over 30 years, with the last 7 of these being in a SJP Practice in Dorset. I joined Plus Group at the end of last year and love being part of the team. I am very much a people person and enjoy helping to provide a great service to all of our clients. I live in Dorset with my husband and have recently moved to a small village on the outskirts of Blandford, where we enjoy spending time in the great outdoors.

LIKES

  • Hugely passionate about food and wine (mostly wine)
  • Every week I make it a mission to travel to different parts of Spain to try something new

DISLIKES

  • Believe it or not, not a fan of hot weather!
  • Not many things I don't like, I've become extremely laid back since moving abroad

 

 

Andrew Walters

Chaser

Andrew Walters

Andrew Walters

Chaser

ABOUT

40 Years in construction, living in Swindon with my wife Indira.

LIKES

Walking my dog, watching football long past playing, eating out, seeing family.

DISLIKES

Arsenal FC.

 

 

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.

     

    Matthew Larcombe

    Chaser

    Matthew Larcombe

    Matthew Larcombe

    Chaser

    Joined in 2021

      ABOUT

      I have had a solid grounding in the financial sector and later trained as a teacher. Moving to Spain transformed my work online and in turn this has led to a return to the world of finance at Plus Group.

      I love exploring the world and discovering new cultures, places, tastes and experiences.

      LIKES

      • I love animals, especially dogs

      DISLIKES

      • I don't like judgemental people, my parents always taught me to get to know people
      • I like honesty, it saves time

       

      Lyndsey McCall

      Chaser

      Lyndsey McCall

      Lyndsey McCall

      Chaser

      Joined in 2022

      ABOUT

      Hi, I am Lyndsey I am a mum of 3 children from Liverpool. I have worked in customer service roles for over 15 years and love helping and speaking to new people daily.

      LIKES

      I love going to the gym, going for nice meals and on days out with my children.

      DISLIKES

      I don't like the cold weather or winter months, Sun makes me happy.

      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!

       

       

      Henrietta Price

      Chaser

      Henrietta Price

      Henrietta Price

      Chaser

      Joined since 2021

      ABOUT

      Before joining Plus, I was managing a tattoo studio and living the island life in Bali. Before that I managed a mens streetwear store in Newcastle, so I've definitely always had a fun workplace. Plus is no different and I absolutely love it, it allows me an amazing work life balance and the opportunity to be where I want to, all while working with a great team, which i'm super grateful for. I am currently based in Barcelona and live with my boyfriend Roberto, who owns a tattoo studio here. I travel to Asia quite often still, with my most recent trips being Bali and Sri Lanka, which I feel so lucky to be able to do while working too.

      LIKES

      Travel, sustainable fashion, Muay Thai, walks on a sunny beach, meditation, music, massages and the spa!!

      DISLIKES

      Cheese, grey weather, unpredictable animals like birds and wild monkeys haha, hangovers, any overpowering smells

       

       

      Emma Nicholson

      Chaser

      Emma Nicholson

      Emma Nicholson

      Chaser

      ABOUT

      I am originally from Wicklow in Ireland, but I’ve been lucky to live in the beautiful town of Javea in Spain for most of my life. I have experience in several customer service based roles, and love working as part of a team. I am fascinated by human behaviour and have recently completed an honours degree in Psychology. I live with my boyfriend and my sister, who are two of the most important people in my life. I am a massive foodie and love exploring different cuisines!

      LIKES

      I am a huge animal lover. I love traveling and exploring new places. Big fan of a boozy brunch!

      DISLIKES

      I don’t like rude people. I don’t enjoy sunbathing. You will always find me in the shade hiding from the sun! My Irish skin is just not made for it. I hate feeling hungry, I bring snacks with me wherever I go!

       

       

      Did you know?

      Our chasing team spend more than 500 hours each week on calls to 3rd Party Providers.

      Interested in this service?

      Request a call back

      The paraplanning team

      Highly efficient and knowledgeable, our legendary Paraplanners achieve some of the highest QoD scores around. With several decades of combined experience delighting clients, it’s no wonder they’re always in high demand.

      Mimi Hwangpo

      Paraplanner

      Mimi Hwangpo

      Mimi Hwangpo

      Paraplanner

      ABOUT

      I joined Plus Group as a Paraplanner in September 2022.

       

      Lucy Hudson

      Paraplanner

      Lucy Hudson

      Lucy Hudson

      Paraplanner

      ABOUT

      I have worked as a paraplanner for 7 years now, all of them for St. James’s Place. Currently live in Leeds with my husband, daughter, son and dog Spencer.

      LIKES

      Love going on holiday to somewhere hot and sunny. Love to bake and make new things.

      DISLIKES

      Petrified of tomato ketchup.

       

       

       

      Rob Garlick

      Paraplanner

      Rob Garlick

      Rob Garlick

      Paraplanner

      ABOUT

      I have worked as a Paraplanner with Plus Group since 2016.

       

       

      Melanie Beaver

      Paraplanner

      Melanie Beaver

      Melanie Beaver

      Paraplanner

      ABOUT

      I have been in Financial Services for 30 years, and have recently been working for a Senior SJP Partner Firm. My main area of expertise is SIPPs, Pensions and Drawdown.

      LIKES

      I live in Market Harborough with my Partner, Stuart, and to relax I enjoy walking, running and cycling. At the end of the day I often like to treat myself to a G&T.

       

       

      Maria Smith

      Paraplanner

      Maria Smith

      Maria Smith

      Paraplanner

      ABOUT

      I joined Plus in September 2017 as a Paraplanner, when I was looking to reduce my weekly hours as part of a partial-retirement plan. I was born and still live for most of the year in Glasgow with my husband of 32 years. We also have a home from home on the Costa Del Sol in Spain and spend a good part of each year in the Spanish sunshine.

      LIKES

      I am a big F1 fan, and have been lucky enough to attend a few live races both home and abroad. I also love travelling, but while at home in Scotland, nothing gives mw more pleasure than spending time with my husband, two daughters and my grandsons.

       

       

      Daniel Mugford

      Paraplanner

      Daniel Mugford

      Daniel Mugford

      Paraplanner

      Andrew Gibbins

      Paraplanner

      Andrew Gibbins

      Andrew Gibbins

      Paraplanner

      ABOUT

      I have worked with Plus as a Paraplanner since 2015. I mainly write pension reports, which include pension transfers, SIPP transfers, safeguarded benefits and Drawdown. I was born and live in Bolton with my wife Hannah. We go to Florida as much as we can and enjoy day trips out.

      LIKES

      Playing and watching sport, mainly football and golf, eating out and going to the gym.

       

       

      Linsey Wigan

      Paraplanner

      Linsey Wigan

      Linsey Wigan

      Paraplanner

      ABOUT

      I'm a Chartered Financial Planner, I have spent the last 15 years working in the financial sector and I have discovered that I am a bit of a geek! I love being immersed in pensions and investments and enjoy working as part of a team on our clients planning needs and knowing that we all strive to offer the best service to our clients. I have achieved my Level 4 Diploma in Regulated Financial Planning and my Chartered Qualification.

      LIKES

      When I am not in the office, I am most likely to be found at home or in the garden with my husband Adrian, and our 4 dogs and 2 cats. 

      Lauren Chapman

      Paraplanner

      Lauren Chapman

      Lauren Chapman

      Paraplanner

      ABOUT

      I am Diploma qualified and SJP accredited, and have been with SJP since 2017. I live in Shropshire with my husband and two little boys.

      LIKES

      I love to bake, love eating out and having family days out with my boys.

      DISLIKES

      Rainy days, bad manners, not having enough sleep (sadly impossible when you have kids!)

       

       

      James Clark

      Paraplanner

      James Clark

      James Clark

      Paraplanner

      ABOUT

      I have worked in the financial services industry for over 10 years. The last 2 of those paraplanning, which I thoroughly enjoy. I have experience working on pensions and investments related business. I live in Manchester with my fiance and 3 year old son, having worked in a variety of different parts of the UK including Leeds, Glasgow and Bolton.

      LIKES

        I frequently watch the football and most other sports. I keep saying I will learn to play golf to add to my hobbies but that is still a work in progress. I like heading out for meals and socialising occasionally on weekends, when I am not spending it with my family.

        DISLIKES

        Man United losing, flights being delayed and poor restaurant service.

         

         

        Alice Bawden

        Paraplanner

        Alice Bawden

        Alice Bawden

        Paraplanner

        ABOUT

        I've been a paraplanner since 2017, and started at an IFA, then moved to SJP to a Practice in 2018. I've worked in the DB space predominantly, now I deal with all parts of financial planning. Live near Chichester in West Sussex with my husband and Cocker Spaniel Aspen!

        LIKES

        Love food and going to new countries to try food. Reading, holidays, skiing and being active walking and workingout. Favourite season is autumn. Spending time with my family who are in Devon and Scotland.

        DISLIKES

        Peas and the rain, soggy dog walks are the worst!

         

         

        Heather Parker

        Paraplanner

        Heather Parker

        Heather Parker

        Paraplanner

        ABOUT

        I have worked as a Paraplanner with Plus Group since February 2021.

         

        Sam Owen

        Paraplanner

        Sam Owen

        Sam Owen

        Paraplanner

        ABOUT

        I have worked with Plus Group as a Paraplanner since July 2021.

         

        Erin Fidler

        Paraplanner

        Erin Fidler

        Erin Fidler

        Paraplanner

        ABOUT

        I've been a paraplanner for 7 years, specialising mainly in Pensions. I live in Dorset, with my partner and our 3 dogs.

        LIKES

        I'm a very keen runner and compete in dog agility.

        DISLIKES

        I hate driving!

         

         

        Simon Coffin

        Paraplanner

        Simon Coffin

        Simon Coffin

        Paraplanner

        Joined since 2021

        ABOUT

        I completed my Diploma in Regulated Financial Planning through self-studying at weekends and in the evenings and have experience in Pensions, Investments and IHT. Before joining Plus in 2021, I worked as a Senior Paraplanner for a St. James’s Place Practice in Dorset.

        I live in North Dorset, in a town called Shaftesbury and am married with one son, who has just started school. As far as hobbies, I like Formula 1 and keeping fit and has my own home gym in my garage.

        LIKES

        • Jack Daniels
        • Watching films
        • Anything to do with cars

        DISLIKES

        • I'm not a great fan of the heat, I prefer a nice frost in the mornings

         

         

        Dani Edwards

        Paraplanner

        Dani Edwards

        Dani Edwards

        Paraplanner

        ABOUT

        Before joining Plus Group I was a Paraplanner with an SJP Partner Practice for nearly four years. I moved over to Plus to feel part of a team of like-minded people and benefit from the support and training available. I have enjoyed Paraplanning for many years now and am looking forward to continuing my journey with Plus. Outside of work I have two little pugs that keep me busy walking and snuggling and they help me enjoy a good boxset on Netflix!

        Danielle Skilling

        Paraplanner

        Danielle Skilling

        Danielle Skilling

        Paraplanner

        ABOUT

        Studied Modern Languages then worked in Investment Banking dealing with French and Spanish clients, before deciding to retrain as a Financial Adviser. Diploma qualified through the SJP Academy - I went onto to have my own Practice as an Adviser. Paraplanning became a better fit for my family life rather than investing, so I worked as a Paraplanner for two SJP Practices before joining Plus.

        LIKES

        Going to the theatre, eating out, holidays and a bit of gym/squash.

        DISLIKES

        Aubergines - who wants to eat a sponge?

         

         

        Grace Vernon

        Paraplanner

        Grace Vernon

        Grace Vernon

        Paraplanner

        ABOUT

        I have worked as a Paraplanner for Plus Group since June 2021.

         

        Susan Lowis

        Paraplanner

        Susan Lowis

        Susan Lowis

        Paraplanner

        ABOUT

        I am a self-employed Paraplanner and have been writing cases for Plus Group since January 2015. Originally from Colne in Lancashire, I now live in a village in South Cumbria, near Kendal.

        LIKES

          I enjoy going on holiday, cooking, exercising, reading and am a big supporter of Burnley FC.

           

           

           

          Clare Dale

          Paraplanner

          Clare Dale

          Clare Dale

          Paraplanner

          ABOUT

          I’ve been with PLUS since August 2014, not long after returning to work after having my Daughter, Isabella. I deal with most types of cases - investment replacements, Inheritance Tax (IHT), protection, pension transfers, Drawdown etc I have held my CII Level 4 Diploma in Financial Planning & Diploma in Regulated Financial Planning since August 2014 and more recently at the end of 2021, gained my CII Level 3 Certificate in Equity Release and CII Level 3 Certificate in Mortgage Advice.

          LIKES

          I like anything Disney, drinking gin and cocktails (lots of them), going to concerts and listening to music, going on holidays, doing my make-up and wearing anything that glitters, being a mum (but not the mumsy boring kind) and spending time with friends. I also love Cadbury’s crème eggs, baking and swimming (to burn it all off again).

          DISLIKES

          I don’t like mushrooms (the thought of how slimy they are really freaks me out and makes me wretch), red wine, ignorance, them awful Crocs shoes and nuts in chocolate (what a way to spoil it).

           

           

          Stephen Hick

          Paraplanner

          Stephen Hick

          Stephen Hick

          Paraplanner

          ABOUT

          I have worked with Plus Group for 6 years, however I have worked in Financial Services for 15 years, in both the UK and Australia. I currently live in Ibiza with my Girlfriend, our 2 dogs (Gary & Sheila) and our horse.

          LIKES

          I am very passionate about food and cooking. Visiting different countries and learning about new cultures and different cuisines is something that I try to do as much as possible.

          DISLIKES

          Grey skies.

          Tony Clarke

          Paraplanner

          Tony Clarke

          Tony Clarke

          Paraplanner

          ABOUT

          I have been in financial services for about 20 years (but seems a lot longer!). I've been lucky enough to work for some great financial institutions such as Legal & General and HSBC, wearing many different hats from advising to broker. Prior to joining Plus my business was contracted to a pension compliance review for one of the high street banks, which lasted for 7 years.

          LIKES

            I enjoy hiking, running and getting into the sea when it's not Arctic conditions. If I'm not working I can usually be found in a nook off the coastal path with a book, the dog and flask of tea.

            DISLIKES

            Rudeness, queues, commuting (which is one of the reasons why I love my job), social media when used for anything other than work or seeing nice photos.

             

             

            Tim Martin

            Paraplanner

            Tim Martin

            Tim Martin

            Paraplanner

            ABOUT

            I have been a Paraplanner with Plus Group for a number of years. I live in Deal on the East Kent Coast with my family.

            LIKES

              I'm an avid traveller and am passionate about music – I'm currently learning to play the guitar. I also enjoy reading and food – although just the eating of it, not cooking!

               

               

              Monsurat Okuwobi

              Paraplanner

              Monsurat Okuwobi

              Monsurat Okuwobi

              Paraplanner

              ABOUT

              I joined Plus in June 2016 as a Paraplanner. I live in Leicester with my family.

              LIKES

              I enjoy watching TV shows, movies and reading.

               

              Dave Lister

              Paraplanner

              Dave Lister

              Dave Lister

              Paraplanner

              ABOUT

              Worked as a Paraplanner for 6 years with 3 of those alongside SJP - Been with Plus for 2 years - Enjoy going to the gym and keeping fit & spending time with family.

              LIKES

              Keeping fit at the gym - Reading/ Audiobooks - Spending time with family.

              DISLIKES

              Very hot weather

              Nicky Georgeson

              Paraplanner

              Nicky Georgeson

              Nicky Georgeson

              Paraplanner

              ABOUT

              I have worked for Plus for a number of years as a Paraplanner and I mainly focus on Pension Transfers. I am from Liverpool and live with my Partner Jay, my two sons Luke and James and our cat.

              LIKES

              I enjoy spending time with friends and family, planning family days out and holidays with my children and going on bike rides. I also love socialising and meeting new people.

               

              Ruth Bradbury

              Paraplanner

              Ruth Bradbury

              Ruth Bradbury

              Paraplanner

              ABOUT

              I live in Newcastle with my husband, 2 daughters and 2 cats. I have worked at SJP for a number of years, firstly for a partner practice and since 2019, with Plus Group.

              LIKES

              I enjoy spending time with my family, socialising with friends, eating out and shopping!

              DISLIKES

              I try to go running at least once a week but never enjoy it!

              Phil Collard

              Paraplanner

              Phil Collard

              Phil Collard

              Paraplanner

              ABOUT

              I have been in financial services since 1993, performing a number of roles to include the provision of advice to individual and corporate clients, heading up the training division of a medium-sized IFA practice, compliance director of a start-up IFA practice, paraplanner and compliance consultancy. I live in the South West with my wife, two teenage boys and a border-collie called Fyfe.

              LIKES

              I enjoy spending time with my family, whether that is watching films or going for walks. I also take part in endurance sports to include cycling, swimming, running and triathlons (up to and including Ironman distance). I also have a passion for motorsports having competed myself for many years and won a national-championship title.rly.

              DISLIKES

              As a cyclist, my biggest bugbear is headwinds - other than that, I'm fairly easy-going and can't say that there is much I dislike (except mushrooms!)

              Adrian Jones

              Paraplanner

              Adrian Jones

              Adrian Jones

              Paraplanner

              ABOUT

              I have worked with Plus Group as a Paraplanner for a number of years. I predominantly deal with cases involving all stages of retirement planning. I live in North Yorkshire with my wife and son after moving from the Midlands, and still trying to acclimatise after ten years!

              LIKES

              If I am not too busy adhering to my son's ever demanding schedule of extra curricular activities, I enjoy martial arts training, watching live comedy and long walks listening to various podcasts and audiobooks.

              DISLIKES

              Bad manners (not the two-tone/ska band from the early 1980s, they're fine.)

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              The cashflow modelling team

              Also known as Cashflow John, he knows everything there is to know about Cashflow Modelling.

              John Whitehead

              Specialist Cashflow Manager

              John Whitehead

              John Whitehead

              Specialist Cashflow Manager

              Joined since 2010

              ABOUT

              I am Plus’s Specialist Cashflow Manager. My role is to build bespoke financial and lifestyle illustrations to highlight the planning strategy of Partners and Advisers and the impact for clients. Demonstrating that good planning can serve to help ensure your future aspirational lifestyle choices can be achieved. I have been with Plus since early 2020, but have been building Cashflow Models for much longer.

              LIKES

              I am Manchester born and bred, although I have lived in both the Isle of Man and Jersey. I live with my wife Maria, who I have been with over 33 years now, my daughter Jade and son Ethan. I am also a grandad to two granddaughters, with another on the way. Not forgetting the three cats! When John does get some time to himself, he likes to make things out of wood and play badminton.

              Interested in cashflow modelling?

              Request a call back

              The marketing and social media team

              SJP accredited, our Social Media Managers can help boost your online presence, whilst ensuring you remain compliant with SJP guidelines.

              Sean Keane

              Director of Plus Creative

              Sean Keane

              Sean Keane

              Director of Plus Creative

              ABOUT

              A former recruitment professional I took on this role for work/life balance. Genuinely very much enjoy the role I am in now and my favorite part is liaising with the partners and completing difficult cases. I live by the Med with my dog Mia and my fiance Carlos and yes, I do take full advantage of the vineyards and restaurants round here!

              Zoe Smith

              Social Media Manager

              Zoe Smith

              Zoe Smith

              Social Media Manager

              Joined in 2020

              ABOUT

              I have been working in social media for around 8 years and creating specific content for Financial Advisers for around 4 years. I am St James's Place Wealth Management Social Media Accredited and keep up to date with all on-going courses. I am currently in Thailand with my Partner Sean. We have been coming to Asia for between 3 - 6 months at a time for the last 4 years. We live in sunny Prestatyn in North Wales for the other 6 months of the year, and love living on the coast. When the sun is out!

              LIKES

              In my spare time I enjoy going for adventure walks. We have a Camper Van in the UK and I love exploring new areas and learning the history of each place. I enjoy helping out at my local North Clwyd Animal Rescue centre and walking the dogs. I try do this as often as I can. In Thailand I have recently started taking up Muay Thai lessons and I am loving it!!! I'm a self proclaimed pizza addict, my favourite topping being the original Margherita. No need to get fancy. I also love a pamper, so with Massages being so cheap in Asia I'm in my element. Spending time with family and friends is a given, I have the best people around me so it's always lots of fun when we catch up. However I also love my own company so regularly push myself out of my comfort zone and take myself for a solo lunch or coffee break!

              DISLIKES

              I am petrified of MOTHS!!! I'm also rubbish at small talk, so I would say that too.

              Did you know?

              Plus was specifically created to provide quality support services, exclusively to SJP Partners and Advisers. So, you can rest assured our team are always up to date and compliant with SJP requirements.

              The development team

              Helping us think outside the box and create new systems and apps, as well as making sure everything is running smoothly.

              Andrew Cornforth

              Lead Developer – Fluid

              Andrew Cornforth

              Andrew Cornforth

              Lead Developer - Fluid

              ABOUT

              I work with Plus Group as a Lead Developer within the Fluid Team.

              Dave Metcalfe

              Lead Frontend Developer – Fluid

              Dave Metcalfe

              Dave Metcalfe

              Lead Frontend Developer - Fluid

              ABOUT

              I work with Plus Group as a Lead Front End Developer within the Fluid Team.

               

              Luke Skelhorn

              Lead Developer – SISOMA

              Luke Skelhorn

              Luke Skelhorn

              Lead Developer - Sisoma

              Joined since 2020

              ABOUT

              Self taught, Agile, Angular, Typescript, noSQL databases, Project Management (Only maybe do have spend 2 and a bit years on Sisoma), Live in Upholland with my daughter (Tavia).

              LIKES

              I love specialty coffee. You can't beat a good Indian. I Mountain bike and Own a Land Rover discover 2 which I've converted into an overlander. I work out a lot.

              DISLIKES

              I really dislike cheese & watching football.

               

               

              Gareth Beer

              Front-end Developer – SISOMA

              Gareth Beer

              Gareth Beer

              Front End Developer

              ABOUT

              I am a web developer with experience building enterprise websites and web applications. In my past life I was a Ski Instructor in Canada and Australia but my home is now in North Wales!

              LIKES

              I enjoy playing football for a local team, I have a love for skiing, climbing, motorbiking and anything that gets the adrenaline going!

              DISLIKES

              I don't like the UK's mild wet boring weather! I want snow all winter long and sun all summer long.

              Dan Dickinson

              Support – Fluid & SISOMA

              Dan Dickinson

              Dan Dickinson

              Fluid Support

              Joined since 2019

              ABOUT

              I'm from and live in Liverpool. I started working for Plus through an apprenticeship scheme and have stayed with them ever since.

              LIKES

              My hobbies are reading, watching sports (Football & Rugby) and video games. My favourite animals are cats, I own 4 of them!

              DISLIKES

              I dislike onion in my food, I really wish I liked it because it's in everything I also don't like snow, it's pretty to look at, not fun to travel in!

              Ready to take the next step?

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