Is your Paraplanning business leaving you feeling overwhelmed and burnt out?
Are you tired of the NEVER-ENDING struggle and stress of finding clients, chasing down invoices, managing staff, and keeping up with technology, all while ensuring a first-class customer experience?
Request a call back
we know what its like
There were times when we nearly went under
Back in 2014, we had grown so quickly that we were struggling to keep up with demand.
Clients were becoming disgruntled and service levels had dropped, we just couldn’t keep on top of cases, communication with Advisers was minimal and keeping them updated was a job in itself. We were drowning.
To add to the stress, our clients were often slow to pay and getting paid was a struggle, resulting in cashflow problems that nearly resulted in us going under.
We’ve been there, done it, got the t-shirt so to speak. We know what it’s like.
But there is a solution. Plus Group are expanding and we are looking for Paraplanning Businesses, like yours!
The Plus group way
Get back to doing what you love
In 2024, we will be expanding our services throughout the UK by bringing the best in the business under the Plus Group brand.
Allowing you to get back to Paraplanning, whilst we take care of business.
So, whether you’re a one man/woman Paraplanner or a business with a team, we would love to hear from you.
plus group Solutions
What we offer
Let us take care of business, and you take care of the Paraplanning. When you join Plus Group, we will provide you with:
Technology Support
Gain access to our beloved client-management system, Fluid platform.
Cyber Essentials Plus
We provide certification to protect your business.
Infrastructure Access
Enjoy in-house technical support to keep your operations running smoothly
Business Support
Receive assistance with your business processes and systems to optimise for scale and efficiency.
Ongoing Training and Development
Access training resources to stay up-to-date with industry best practices.
Access to Clients
Get access to our extensive client base and easily grow your revenue.
Marketing Support
Stand out from the competition with our marketing resources and expertise, including SISOMA.
Reputation
Benefit from our stellar reputation, with over ten years of experience as a trusted leader in the industry.
We know what you’re thinking because we’ve overheard it being said before, “Sounds like Disneyland for Paraplanners!”
lets grow your business
Ready to chat with Plus Group?
Chat to us in confidence and who knows what might happen…
Request a call back
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
Meet your dream team
Paraplanners, Chasers, Gurus, and more.
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.