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
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
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
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
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 Flaherty
Operations Manager
Samantha Flaherty
Operations Manager
ABOUT
I started Plus Group as an apprentice in 2015, after finishing Sixth Form and not wanting to go to university, but also wanted to make sure I was working towards a career.
LIKES
Coffee, summer & beach walks.
DISLIKES
The rain, negativity & pickled onions.
Bethany Houghton
Client Relationship Manager
Bethany Houghton
Client Relationship Manager
ABOUT
I joined Plus through their Apprenticeship scheme and am now the Client Relationship Manager. I manage all new client enquiries, from initial contact through to sign-up process, I am also involved in supporting existing clients if they need assistance.
LIKES
I love to read and watch murder documentaries. I also enjoy going on long walks with my boyfriend and dog Teddy.
I love food and my boyfriend is such a good cook, its like having my own personal chef!
Samantha Killick
Executive Assistant
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, so being an Executive Assistant is the perfect role for me!
LIKES
Travelling, warm sunny days, yoga, baking anything sweet and all animals, although I would rather the creepy crawlies remain at a safe distance!
DISLIKES
Rude people, being cold, early mornings and bananas.
Clare Redman
Social Media Manager
Clare Redman
Social Media Manager
ABOUT
I joined Plus as Social Media & Marketing Executive in April 2021. My role involves strategizing, managing, and measuring the social media channels of SJP Practices to effectively communicate their brands and stories. I also create articles and guides to help Practices get to grips with social media.
I am from Essex and went to University in Leeds. I split my time between living in Essex and living with my partner in Paris. Outside of work, I love anything to do with art, photography, and media.
LIKES
Meeting new people and learning about new cultures whilst travelling abroad.
Megan Bradshaw
Executive Assistant
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.
Suzanne Gibbard
Customer Success Manager
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
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
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 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
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
Chaser
Joined since 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
Chaser
Joined since 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
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
Chaser
Joined since 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
Chaser
Joined since 2021
ABOUT
I have worked within the Plus Group Chasing Team since August 2021.
Sophie Sawford
Chaser
Sophie Sawford
Chaser
Joined since 2021
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!
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
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
Chaser
Joined since 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
Chaser
Joined since 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
Chaser
Joined since 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.
Lisa Ellis
Chaser
Lisa Ellis
Chaser
Joined since 2021
ABOUT
I have worked within the Plus Group Chasing Team since January 2022.
Henrietta Price
Chaser
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
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined since 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!
Emma Nicholson
Chaser
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
Paraplanner
ABOUT
I joined Plus Group as a Paraplanner in September 2022.
Lucy Hudson
Paraplanner
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
Paraplanner
ABOUT
I have worked as a Paraplanner with Plus Group since 2016.
Melanie Beaver
Paraplanner
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
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.
William Lister
Paraplanner
William Lister
Paraplanner
ABOUT
I have worked in the financial planning industry since 2014. I predominantly work with pensions and in particular defined benefit transfers. I am a Chartered Financial Planner and Fellow of the PFS. I enjoy complex retirement planning analysis, and working with Partners to provide good client outcomes.
Andrew Gibbins
Paraplanner
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
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
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
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
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
Paraplanner
ABOUT
I have worked as a Paraplanner with Plus Group since February 2021.
Sam Owen
Paraplanner
Sam Owen
Paraplanner
ABOUT
I have worked with Plus Group as a Paraplanner since July 2021.
Erin Fidler
Paraplanner
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
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
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
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
Paraplanner
ABOUT
I have worked as a Paraplanner for Plus Group since June 2021.
Susan Lowis
Paraplanner
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
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
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.
Indira Walters
Paraplanner
Indira Walters
Paraplanner
ABOUT
I have worked as a Paraplanner with Plus Group since 2018.
Tim Martin
Paraplanner
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
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
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
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
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
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
Paraplanner
ABOUT
I have worked with Plus Group as a Paraplanner for a number of years. Predominantely I deal with cases involving retirement planning. I currently live in North Yorkshire with my wife and son after moving from the Midlands.
LIKES
I enjoy martial arts training, watching comedy and lond walks listening to various podcasts and audiobooks.
Toni Clarke
Paraplanner
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.
Are you an SJP experienced Paraplanner?
Why not check out our calculator to see how much you could earn as a self-employed Paraplanner with Plus Group
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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
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
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
Social Media Manager
Joined since 2020
ABOUT
I joined Plus Creative in June 2020 as Social Media Manager. My main role within the team is to design and schedule exciting content to share on Partner’s social media pages. A typical day includes researching relevant content that can be used to share across all platforms.
I live in Flintshire, North Wales where me and my partner have recently purchased a holiday home near the beach in sunny Prestatyn. I have spent a lot of time travelling South East Asia and Europe. My main hobbies are socialising with friends and family and going for long walks to explore new areas. I also have a passion for horse riding and am keen to start taking horse riding lessons again to increase my confidence and skills.
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
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
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
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
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
Fluid Support
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!
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