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.

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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.

About
I worked for senior management in SJP before joining Plus in early 2021. I work across all of the PG brands keeping things running smoothly. I love organisation and learning new things.

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Likes
Warm sunny days, travelling, gigs, baking, animals (although I'd rather the crawlies remain at a safe distance!)

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Dislikes
Rude people, being cold, early mornings and bananas.

About
I’ve always worked in roles that involve helping people, starting in hospitality and somehow finding my way through banking, finance and tech along the way.

At Plus Group, I’m now EA to Scott Daniels and I also support advisers and firms with Fluid onboarding. Basically, I help keep things running smoothly and make sure people feel confident using our systems.

I’ve lived in Spain for 20 years with my son, but the Essex girl in me is very much still alive and well.

Likes
Family, cats, music, beaches & wine.

Dislikes
Being cold, bad smells and bad drivers.

About
I joined Plus in June 2021. I am from Preston in Lancashire and live with my Partner, James and Staffie dog, Betsy.

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Likes
Fly fishing, creating personalised crafts for friends and family, I love the outdoors and am part of a VW club, I love camping in my campervan, The Hulk.

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.

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Likes
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!

About
After leaving a long career in construction, I now work in the Chasing Team at Plus Group, where I’ve been for the past three years and I live in Swindon with my wife, Indira.

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Likes
Walking my dog, watching football now that my playing days are long behind me, eating out, and spending time with family

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Dislikes
Arsenal FC

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.

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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.

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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.

About
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.

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

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

About
I joined Plus in 2022 and I’m part of the Chasing Team. I’ve worked in financial services for nearly 20 years, and before this I was a partner support specialist in an SJP practice. I really enjoy building relationships with the partners we support and working with my fantastic team. I live on the south coast with my family and our spaniel, Maggie, and I’ve just started running again after a four-year break.

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Likes
Beach walks, dinner with friends and going to the gym

I’m a mum of 2 boys and live in Ellon in Aberdeenshire. I have worked in financial services for the last 20 years.

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Likes
I enjoy walking my border collie Poppy and taking the kids out on day trips round the Northeast of Scotland.  I’m also into cooking and love trying new recipes.

About
I'm a former recruitment professional that moved to the South of Spain and joined Plus 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.

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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

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Dislkes
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

About
I worked in various administrative roles at SJP for 8 years before joining Plus Group as the Client Servicing Team Lead. I am process driven and keen to ensure that clients receive the best possible service. I grew up in Canada and currently based in London.

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Likes
Travel, the outdoors, animals, food, arts and music.

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Dislikes
Bad weather and spiders.

About
I have worked in the Finance sector for over 30 years, with the last 7 of these being in a SJP Practice in Dorset. 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.

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Likes
Kind and caring people, spending time with family and friends, countryside and beach walks, exploring the Far East, Pilates.

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Dislikes
Rude or grumpy people - a smile costs nothing. Big hairy spiders!!!

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.

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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.

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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.

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.

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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.

About me
I've worked within the Financial Services industry for over 6 years. But have held a client centred role for close to 20 years. I pride myself on my strong work ethic and 'get it done' attitude. I'm currently based in Bolton with my partner and young son, but dream of moving to a warmer climate one day.

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Likes
Sunshine, warmer days, kind people, and delicious food. I thrive in new environments and love exploring.

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Dislikes
Baked beans, creepy crawlies and constant rain!

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.

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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.

About
Before joining Plus Group, I worked in a St. James's Place Practice for 19 years in all aspects of the support team, but mainly paraplanning. I am married with three daughters and five grandchildren.

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Likes
Golf, Badminton, Pickleball, Love baking with the grandchildren

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Dislikes
People who complain!

About
I have worked ins financial services for 15 years, starting with retail banking and with SJP for the last 6 years in various client servicing and administration roles. I enjoy working with a range of advisers and helping to deliver an exceptional service to them and their clients. I currently live in South Wales with my fiancé and 20-month-old puppy with a regular weekend visit from my 5-year-old step-son who keeps us busy and entertained!

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Likes:
Travelling, spending time with friends and family, trying new recipes and watching box sets in my free time

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Dislikes
Spiders and cold weather

About
I have been working within SJP since 2008, and with Plus since 2016. I live in Chester with my Partner, my grown-up Son and my little but bossy Cavachon Suzie!

Likes
Family, working from home and motor homing. My favourite season is Spring. I have recently started playing Golf!! (learning should I say – very much work in progress)

Dislikes
Grey rainy days, asparagus and wasps!

About
I have worked with Plus Group as a Paraplanner for a number of years and 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!

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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.

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

About
I have worked with Plus as a Paraplanner since 2015 and I mainly write pension reports. 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.

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

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 and have a Level 4 Diploma in Financial Planning & Diploma in Regulated Financial Planning, as well as my CII Level 3 Certificate in Equity Release and CII Level 3 Certificate in Mortgage Advice.

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Likes
I like Disney, gin and cocktails, going to concerts and listening to music, going on holidays, doing my make-up and wearing anything that glitters, being a mum and spending time with friends. I also love Cadbury’s crème eggs, baking and swimming (to burn it all off again).

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Dislikes
I don’t like mushrooms (how slimy they are really freaks me out), red wine, ignorance, them awful Crocs shoes and nuts in chocolate.

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.

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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.

About
I've Worked as a Paraplanner for a number of years and have worked with Plus Group since 2021. I enjoy going to the gym and keeping fit & spending time with family.

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Likes
Keeping fit at the gym, reading/ audiobooks and spending time with family.

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Dislikes
Very hot weather

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

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

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Dislikes

I hate driving!

About
I have worked in the financial services industry for over 10 years. The last few of those being a Paraplanner, experience working on pensions and investments related business, which I thoroughly enjoy. I live in Manchester with my fiance and son.

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Likes
I frequently watch the football and most other sports. I like heading out for meals and socialising occasionally on weekends, when I am not spending it with my family.

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

About
I’ve been a paraplanner since 2017, with over six years’ experience working within St. James’s Place before joining Plus Group in early 2024. I achieved Fellowship status with the CII in 2023 and have experience across all types of cases.

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Likes
Being a season ticket holder at Tottenham (despite the emotional toll!), travelling to new places, spending time with my family, and taking long dog walks in the Wiltshire countryside.

About
I worked as a paraplanner for 7 years, all of them for St. James’s Place, before joining Plus Group. I currently live in Leeds with my husband, daughter, son and dog Spencer.

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

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Dislikes
Petrified of tomato ketchup.

About
I have been in Financial Services for 30 years, most recently for a Senior SJP Partner Practice before joining Plus Group. My main area of expertise is SIPPs, Pensions and Drawdown.

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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.

About
After completing a degree in Economics, I worked as paraplanner for a number of St. James's Place advisers before joining Plus. Moved back to the UK after living in South America last year and now live next to Windsor Castle!

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Likes
Travelling, cooking/eating and watching the football.

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Dislikes
Loud eaters, olives and being late!

About
I've been with SJP for over 9 years before joining Plus Group, starting off advising then moving into paraplanning and I'm Chartered. I live in Sunderland with my Labrador/Spaniel Enzo.

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Likes
I enjoy eating out and spending time with family and friends. Also love going on big hikes with my dog up to Northumberland or over to the Lake District.

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Dislikes
Don't like the cold/winter unless I am on the top of a mountain, taking a break from skiing with a mulled wine in hand!

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.

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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.

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 a training division, compliance director, paraplanner and compliance consultancy. I live in the South West with my wife, two teenage boys and a border-collie called Fyfe.

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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, I also have a passion for motorsports having competed myself for many years.

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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!)

About
I have been working as a Paraplanner within St. James’s Place since 2017 and achieved my Diploma qualification in 2020. I continue to progress my professional studies and enjoy developing my technical knowledge across a wide range of case types. I live in Cheshire (originally from Cardiff) with my husband, our two children, and our two dogs, Maisie and Belle.

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Likes
Long dog walks, all things Christmas, and freshly manicured nails.

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Dislikes

Big spiders and Wales losing at rugby.

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.

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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.

About
Before joining Plus in 2021, I worked as a Senior Paraplanner for a St. James’s Place Practice in Dorset. I completed my Diploma in Regulated Financial Planning and have experience in Pensions, Investments and IHT. I live in North Dorset, and am married with one son. As far as hobbies, I like Formula 1 and keeping fit and has my own home gym in my garage.

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Likes
Jack Daniels, watching films, anything to do with cars.

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

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.

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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!

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.

About
I have worked with Plus Group since 2017, having worked in Financial Services for 15 years prior to that, in both the UK and Australia. I currently live in Ibiza with my girlfriend, our 2 dogs (Gary & Sheila) and our horse.

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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

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Dislikes
Grey skies

About
I began my financial career in 2010 as a Banking Adviser with Santander. In 2019, I joined SJP and in 2022 achieved the CII Level 4 Diploma in Regulated Financial Planning. I have since worked closely with a number of advisers and was the main paraplanner for the Director of a Senior Partner Practice. I enjoy working across all types of cases, with a particular interest in Inheritance Tax planning.

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Likes
Outside of work, I’m an avid reader and enjoy travelling with my husband and children making memories together.

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Dislikes

The cold and people with no manners!

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.

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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 I get time I like to make things out of wood and play badminton.

About
I’m a self-taught programmer with eight years in the industry, and I’m the lead developer for SISOMA/Halio. I also specialise in project management and full-cycle development.

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Likes
Spending time with my wife and children, clay-pigeon shooting, old Defenders (and getting them stuck in mud at the weekend), and following F1, proudly supporting McLaren - much to my wife's annoyance, who supports Red Bull.

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!

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

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

About
I have been working in social media for a number of years and have been with Plus Group since 2021. We live in sunny Prestatyn in North Wales and love living on the coast, when the sun is out!

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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'm a self proclaimed pizza addict, my favourite topping being the original Margherita. No need to get fancy. Spending time with family and friends is a given,

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