Trusted paraplanning & LOA chasing & checking for SJP Practices in Asia & the Middle East

With over ten years’ experience and a reputation as the go-to outsourcing experts for SJP Practices, we understand the unique challenges you face and have spent years perfecting solutions that seamlessly integrate with your processes and operations. With Plus Group as your trusted partner, you can focus on delivering exceptional financial advice and a top-tier customer experience while we handle the rest.

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Expert outsourced support for SJP Practices in Hong Kong, Singapore & the Middle East

Recognising the distinct market dynamics of Asia, Plus Group brings specialised expertise in navigating its regulatory environments and cultural nuances, offering tailored solutions for your Practice that few can match. 

By outsourcing, you free up valuable time and labour, save on costs, increase profit margins, and better allocate your resources to meet these demands, ensuring the longevity and health of your business. 

Plus Group is the go-to expert providing you with the solutions you need for your business to thrive, saving you unnecessary stress and freeing up time for you to focus on what matters most—whether that’s enjoying more time off to spend with loved ones, focusing on growing your business, or both.


Client reviews

Trusted & Recommended by Hundreds of Financial Advisers

“Our experiences of Plus Group have been totally positive.

The cases have been allocated swiftly and all the paraplanners we have experienced have been not only knowledgeable but also 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.”


Peter Greenwood

Greenwood Wealth Solutions

“Plus Group were recommended to us by the management team at St. James’s Place.

We find the handover process between our office and Plus Group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.”


Adam Sheehan

Anderson Gardner Financial Planning

Expert paraplanning and technology solutions for savvy Financial Advisers

At Plus Group, we have the technology, expertise, and experience to provide you with an out-of-this-world service—all tailored exclusively to you and your business needs. 

Fluid Case Management System

A game-changer that offers a MAJOR boost in productivity, Fluid allows you to track every stage of your paraplanning cases in real-time, whenever, wherever.

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LOA Chasing

Say goodbye to administrative headaches and get ready to save a ton of time and resources each week by letting our highly experienced Chasers gather all the plan information you need with extreme efficiency.

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Client Servicing

Allocate your resources better by letting Plus Group handle those essential, tedious, time-consuming, must-do tasks. In doing so, you’re free to enjoy more leisure time as well as time to better service existing clients, generate leads, and grow your business. 

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About Plus Group

Your trusted paraplanning and LOA chasing specialists

Plus Group is your renowned, trusted, and reliable partner on call to help revolutionise your operations and streamline your processes for a leaner, more profitable business. Here are just some of the perks you get when working with us:


With Plus Group, you only ever pay for what you use. We pride ourselves on providing you with all the resources you may need, yet only charging you if and when you use them. So you save money and gain efficiency.

Scalable infrastructure

With our robust infrastructure and highly skilled team of paraplanners and chasers, Plus Group has the framework to support your business’s rapid expansion without compromising on quality.

Complementary services

All our services are designed to complement and support your business’s needs. Our team of experts tackles the mundane with extreme efficiency so you can focus on delivering a premium customer experience to your clients while also freeing up more time to do as you please. 

Your new best friend revolutionising the industry

Offering a major boost in productivity, Fluid allows you to seamlessly track every stage of your team’s cases in real-time for maximum efficiency and productivity while completely transforming how you run your Practice—a win-win for all parties involved!

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We take compliance seriously

As regulations evolve, so does Plus Group. And we continue to tweak our services to ensure both ourselves and our clients remain compliant. 

Not only do we meet compliance standards, but we exceed them, with over 90% of paraplanning cases graded suitable the first time. Rest assured, you can be confident your business is in great hands, ensuring it operates ethically and efficiently in this ever-evolving landscape.

How it works

Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.

Schedule a call to learn how Plus Group can help support your business goals today.

Get in touch

Reach out and let us know how best we can support you and your business.

Prepare for launch

We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.

Fuel the jets

We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.

Blast in to orbit

Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.

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

Our friendly team of experts cannot wait to support you and your business growth. 

We’re not just here to assist; we’re here to be the support most only dream of. And we’re not opposed to sharing some laughs along the way!

Jonathan Maskell

Head of Chasing Team

Jonathan Maskell

Jonathan Maskell

Head of Chasing Team


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!

Hannah Edwards


Hannah Edwards

Hannah Edwards


Joined in 2021


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.


Jill Thompson


Jill Thompson

Jill Thompson


Joined in 2021


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.


  • 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)


  • Not a big fan of strong smelling cheeses!
  • I do not like spirits (apart from gin)
  • Bullies, whether they are children or grown ups!



Sam Parker


Sam Parker

Sam Parker


Joined in 2022


    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.


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