The Cashflow Modelling Team

John Whitehead

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.

The Chasing Team

Jonathan Maskell

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

Gill Montieth

Chaser

Joined in 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

Beverley Marshall

Chaser

Joined in 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

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!

 

Andrew Walters

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

Sam Parker

Chaser

Joined in 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

    Matthew Larcombe

    Chaser

    Joined in 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

      Lyndsey McCall

      Chaser

      Joined in 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

      Lisa Ellis

      Chaser

      Joined in 2021

      ABOUT

      I have worked within the Plus Group Chasing Team since January 2022.

      Hannah Edwards

      Hannah Edwards

      Chaser

      Joined in 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.

       

      Henrietta Price

      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

      Jill Thompson

      Chaser

      Joined in 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

      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!

       

       

      Hannah Gibbins

      Hannah Gibbins

      Chaser

      Joined in 2021

      ABOUT

      I have worked within the Plus Group Chasing Team since August 2021.

       

       

      Sophie Sawford

      Sophie Sawford

      Chaser

      Joined in 2021

      ABOUT

      In 1986 I started in Retail Banking and have worked in the Finance sector now for over 30 years, with the last 7 of these being in a SJP Practice in Dorset. I joined Plus Group at the end of last year and love being part of the team. 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.

      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

       

       

      The Marketing and Social Media Team

      Sean Keane

      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

      Zoe Smith

      Social Media Manager

      Joined in 2020

      ABOUT

      I have been working in social media for around 8 years and creating specific content for Financial Advisers for around 4 years. I am St James's Place Wealth Management Social Media Accredited and keep up to date with all on-going courses. I am currently in Thailand with my Partner Sean. We have been coming to Asia for between 3 - 6 months at a time for the last 4 years. We live in sunny Prestatyn in North Wales for the other 6 months of the year, and love living on the coast. When the sun is out!

      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 try do this as often as I can. In Thailand I have recently started taking up Muay Thai lessons and I am loving it!!! I'm a self proclaimed pizza addict, my favourite topping being the original Margherita. No need to get fancy. I also love a pamper, so with Massages being so cheap in Asia I'm in my element. Spending time with family and friends is a given, I have the best people around me so it's always lots of fun when we catch up. However I also love my own company so regularly push myself out of my comfort zone and take myself for a solo lunch or coffee break!

      DISLIKES

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

      The Development Team

      Andrew Cornforth

      Andrew Cornforth

      Lead Developer - Fluid

      ABOUT

      I work with Plus Group as a Lead Developer within the Fluid Team.

      Dave Metcalfe

      Dave Metcalfe

      Lead Frontend Developer - Fluid

      ABOUT

      I work with Plus Group as a Lead Front End Developer within the Fluid Team.

       

      Luke Skelhorn

      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.

       

       

      Dan Dickinson

      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!

      Gareth Beer

      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.

      The Paraplanning Team

      Adrian Jones

      Adrian Jones

      Paraplanner

      ABOUT

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

      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.

      DISLIKES

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

      Alice Bawden

      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!

       

       

      Andrew Gibbins

      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.

       

       

      Clare Dale

      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).

       

       

      Dani Edwards

      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

      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?

       

       

      Dave Lister

      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

      Elisabeth French

      Elisabeth French

      Paraplanner

      ABOUT

      I joined Plus Group as a Paraplanner in March 2022.

       

      Erin Fidler

      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!

       

       

      Gareth Reynolds

      Gareth Reynolds

      Paraplanner

       

       

      Grace Vernon

      Grace Vernon

      Paraplanner

      ABOUT

      I have worked as a Paraplanner for Plus Group since June 2021.

       

      Heather Parker

      Heather Parker

      Paraplanner

      ABOUT

      I have worked as a Paraplanner with Plus Group since February 2021.

       

      Indira Walters

      Indira Walters

      Paraplanner

      ABOUT

      I have worked as a Paraplanner with Plus Group since 2018.

       

      Lauren Chapman

      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!)

       

       

      Linsey Wigan

      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. 

      Louise Wilson

      Louise Wilson

      Paraplanner

      ABOUT

      18 years industry experience. Senior paraplanner at an SJP practice for 6 years, ex-Financial Adviser, both SJP and IFA.

      LIKES

      I love cooking and discovering new dishes, then trying to match wines with them. I also like swimming, walking and reading.

      DISLIKES

      Bad manners and rudeness and my biggest dislikes. I've also been told I'm impatient so I don't like to be kept waiting!!

       

       

      Lucy Hudson

      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.

       

       

       

      Maria Smith

      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.

       

       

      Melanie Beaver

      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.

       

       

      Mimi Hwangpo

      Mimi Hwangpo

      Paraplanner

      ABOUT

      I joined Plus Group as a Paraplanner in September 2022.

       

      Monsurat Okuwobi

      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.

       

      Nicky Georgeson

      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.

       

      Phil Collard

      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!)

      Rob Garlick

      Rob Garlick

      Paraplanner

      ABOUT

      I have worked as a Paraplanner with Plus Group since 2016.

       

       

      Ruth Bradbury

      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!

      Sam Owen

      Sam Owen

      Paraplanner

      ABOUT

      I have worked with Plus Group as a Paraplanner since July 2021.

       

      Simon Coffin

      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

       

       

      Stephen Hick

      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.

      Susan Lowis

      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.

         

         

         

        Tim Martin

        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!

           

           

          Toni Brown

          Toni Brown

          Paraplanner

          ABOUT

          I have been with Plus Group since November 2016 as a Paraplanner. I live in a small town on the North Wales Coast.

          LIKES

            I enjoy going out for meals and going to the cinema. I also love watching football and an a massive LFC fanm but also casually follow other sports such as the NFL and NBA. I like to keep active by going to the gym and walking and enjoy being able to take in the lovely scenery of North Wales on my walks.

             

             

            Tony Clarke

            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.

               

               

              Tracy Moss

              Tracy Moss

              Paraplanner

               

               

               

              Daniel Mugford

              Daniel Mugford

              Paraplanner

              James Clark

              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.

                 

                 

                The Quality Assurance Team

                Jonathan Campbell

                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

                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!

                 

                The Senior Management Team

                Scott Daniels

                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

                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

                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

                Kelly Daniels

                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

                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

                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!

                 

                Clare Redman

                Clare Redman

                Social Media Manager

                ABOUT

                My role varies a lot and depends on what the company's priorities are at any one time. You'll usually find me in Essex with family or in Paris with my partner.

                LIKES

                Spending time with loved ones, meeting new people and learning about new cultures whilst travelling abroad, and anything to do with art, music, photography and media.

                DISLIKES

                Arrogance, rudeness, ignorance.

                Megan Bradshaw

                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.

                 

                Samantha Killick

                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.

                LIKES

                Travelling, warm sunny days, baking, animals (although I would rather the creepy crawlies remain at a safe distance!)

                DISLIKES

                Rude people, being cold, early mornings and bananas.

                 

                Suzanne Gibbard

                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.