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SJP Adviser Referral Scheme

To celebrate the opening of our doors to new Partners & Advisers, we are launching an Adviser referral scheme until the end of January 2023

Introducer

Simply introduce another SJP Partner or Adviser and get £100* credit to use against our Paraplanning service after we compete a case for them!

There is no limit to the number of Partners or Advisers you can introduce!

New Partners and Advisers

To benefit from the £100* credit towards Paraplanning work simply complete the details below and we will get in touch and walk you through the process

If you were introduced by your PDM or someone from SJP just enter SJP here.

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T&Cs

*There is no limit to the number of Partners or Advisers that can be referred. In order for the introducing party to qualify for the £100 credit, the Partner or Adviser introduced must not have used our Paraplanning Support within the last 6 months.

Credit is issued in the form of a credit note that can be used against future invoices. The credit note will be issued to the introducing party following completion of the referred Partner's case. For referred Partner/Advisers, a credit note is raised and applied to your first invoice following completion of the case.

Should you require more detail, please email hello@plusgroup.org

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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