“Plus Group have been a key strategic partner of ours now for over a decade. 5* would thoroughly recommend."
Cavan Halley
And received more than 100 testimonials and 5 star reviews, from Advisers & Firms in the UK, Middle East & Asia.
“Beverley, Sue and Tim kindly helped when we were struggling to complete a complicated case, agreeing to review and provide honest feedback before proceeding. The case was assigned to Tim, who was excellent from start to finish. In my 12 years at SJP, I have never seen a case with no checker feedback points, which really highlights the great work Tim did on a very complex case.”
Miller Wealth Management Ltd
“I’ve been using Plus for several years now. During that time, I’ve found them to be very professional in their dealings with me and my team. The accuracy of their report writing is second to none and they are always available to discuss new cases and how their approach might be mutually beneficial.”
Myriad Wealth Management
“I have been delighted with the excellent service from Plus Group since I started using them in August 2013. Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my Practice to concentrate on positive client outcomes. Not to mention the positive impact on our Quality Gateway score.”
Cleeve Financial Planning
“I just wanted to drop you a note to say how fantastic Will has been in a really problematic case that he picked up very late in the day on a handover from a different Paraplanner.
Will went absolutely over and beyond working on this particular case for me and has helped me deal with some rather difficult third parties in trying to resolve a situation and get the case over the line.
He fully understood the time constraints of the particular piece of work that I was working on.
Will has been approachable throughout, conscientious and dependable. He is a credit to your organisation.”
AAG
“Plus Group have been providing exceptional Paraplanning & Administrative support to our Practice since 2019, becoming an integral part of the team.
From a Paraplanning perspective, they have a wealth of knowledge across different advice areas and can help with even the most complex of cases.
Our in-house PSS team also benefits from the Administration support provided by Sam and her team, playing a vital part in the day to day running of our Practice.
I would always be happy to recommend Plus and their services to other SJP Partners & Advisers.”
Westgate Wealth Management
“After some years at SJP, we decided we were fed up with getting the odd rejected financial report from our Business Assurance team, and wanted to know that this part of the Practice was covered.
We were advised to use Plus and have never looked back. Our file quality sits at 100% and is one less thing for me to worry about.”
Parallel Wealth Management
“Plus Group and their extensive array of talented paraplanners have been a key strategic partner of ours now for over a decade. There is a huge difference between letter writing and genuine preplanning and I am pleased to attribute Plus with providing the latter. 5* would thoroughly recommend."
Maine Wealth
“I have used the services of Plus now for around 2 years and we have a great working relationship throughout the team here at Maine Wealth.
No matter what type of case Plus have an experienced planner to assist and they cope superbly with our varied workload.
Their planners are approachable and always there to discuss matter when you need them.”
“We are delighted with the support and service we receive from the Plus Group.
We consider Martine (our nominated support person) to be part of our team. She is highly efficient and professional and is a real asset to our business.
Jonathan and the chaser team remove all the hassle and time involved chasing up ceding information and are definitely worth their weight in gold!”
Greaves Wealth Management
“I have, for some time, been considering the value of Cashflow Modelling for a number of my clients, and the option to outsource it to Plus fit nicely within the current demands on my time.
I had a Zoom call with ‘Cashflow John’, as he is known at Plus, and his passion for delivering high quality cashflow models is immediately evident. John made the process feel relaxed, straightforward and above all, collaborative. What’s more, he explained the outputs and charts in a client friendly manner and also how to use a couple of useful functions.
I would gladly recommend this service as my clients were suitably impressed and I will definitely be using the service again.”
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.”
“At TWA Chartered Financial Planners, we need paraplanners with a wealth of experience who can fulfil our intricate paraplanning needs.
Having worked with PLUS now for two years, we speak from experience and would advocate how good they are. We are confident that we have found a professional resource in terms of paraplanning who consistently and expertly meet our professional needs day to day.
Our client experience is made special because every team member at PLUS keeps us informed of every stage of our cases. We have built a strong connection with every team member and their technical knowledge and customer service is excellent.
“John is incredibly skilled, with true expertise in the field of cashflow planning. He has helped us with many clients, always accurately and expertly. He has also attended client meetings with us, where he is engaging, patient and always ‘at the client’s level’.
Without doubt, he has helped us to secure business by adding huge value to the financial planning we complete for our clients.”
Noula Wealth Consultancy Limited
“Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible. The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life. I would definitely look to use this service again, and highly recommend Plus Group.”
Ginders Wealth Management
“I use John Whitehead for cashflow modelling reports (Voyant). John is simply superb. He can make Voyant ‘sing & dance’ to a level far exceeding what I have witnessed before. I think for the quality of the work, his fee is extremely good value for money. Highly recommended.”
Buckle & Partners
“Sophie is our dedicated LOA Chaser at Plus Group which is great as it saves us a lot of time and effort dealing with all the different companies. She has a great knowledge of where to send LOAs and does not stop until we get the information we need. She keeps us regularly updated on the progress of each LOA and is a credit to Plus Group! Would highly recommend.”
“Plus Group were recommended to us by the management team at St. James’s Place.
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.”
Wood & Associates Wealth Management
“We find the knowledge and quality of the suitability reports from the Paraplanners at Plus, outstanding above many other companies. The attention to detail that is added to each report is of a very high standard which meets our own expectations and service levels, and is an added value for our business.
The main reason we chose to outsource was so our internal staff are not overburdened during those ‘extra’ busy times, and we can always count on the additional administration support services of the friendly and knowledgeable staff at Plus, who are constantly proactive and effective on our behalf.
We would most certainly recommend Plus to any SJP Partner looking for high quality paraplanning, together with administration support either as an ‘add on’ or a full support service.”
The Royall Wealth Partnership
‘I had my Compliance Review yesterday and Laura was positively glowing about how good my Salesforce records are for the reviews she checked, so thanks to you and Sapna for great work!’
Jenkinson Wealth Management Ltd
“Since our introduction to Plus Group, we have been particularly impressed by the knowledge of their paraplanners, as well as their responsiveness and attention to detail.
We will continue to use their services with full confidence going forward.”
“Great level of service.
Always prompt when obtaining LOA information from providers.“
“I began using Plus Group when I first joined SJP as coming from a role within another Practice I was used to having everything I needed on tap. Engaging with Plus Group was a more appropriate option at this stage as opposed to employing a number of people to fill these roles.
The reason I use them now more than ever is that to replicate the level of service I receive within my own Practice I would need to employ a minimum of five members of staff and would still have to contend with holidays, sick days and the concern of not employing the right people first time.
As was the case when I was in a Practice previously I have one person I speak with on a daily basis who manages everything from diary management, applications (varying business types) and client servicing as well as being able to answer any process questions I have which being new to SJP has been invaluable.
Another benefit has been when I have a technical question I can pick up the telephone to a Paraplanner that I work closely with who always gives me the time I need.”
“It’s hard to pick a favourite feature as we use everything within Fluid. But if pushed, we think that seeing how many cases you’ve got at a glance is especially useful. And the fact you can filter cases by name or Adviser is a quick win! We also appreciate being able to gauge how busy each Paraplanner is.”
“Since switching to Plus group we have put a considerable amount of time back in our diaries, and by we I mean the three practice managers that handle all the admin for my advisors. We don’t need to wait for long periods on hold to providers anymore, and when cases come back with issues, we have a good system of it all documented online through Fluid.
I would go as far a to say it adds 50% of my time back in the diary each day, especially when it comes to the LOAs and finding the correct department by phoning around.
Currently, I am studying towards an Investment Advice Diploma, so the service allows me to become a qualified IFA while working full-time, so the majority of my free time can go towards studying. However, when I’m not studying, I do value my running and cycling, generally leaving while the suns still up, and the service makes this much easier to do.”
TWA Chartered Financial Planner
“Our Practice has been working with Plus Group for many years now. We first contacted Sue for a very complex case involving numerous transfers. Our paraplanner Tim was amazing, and what was a very onerous case was taken off our hands and sorted. Since then, we have never looked back.
We are able to send over any type of case as there is always someone on the panel who has expertise to support us. Working with Plus Group is easy and you have a singular point of contact for every case. The output of the letters is of a very high standard, and they have an internal checking process which maximises the chances of a suitable score for pre-approved cases. Any cases that need amending are also very easily resolved. All the Paraplanners that we have worked with have been super friendly, efficient, and professional, even when we have had very tight deadlines!
Our Partner scores would not be what they are without this service. I can highly recommend Plus Group. They are an asset.”
“We started using Fluid around a month ago. It is very user-friendly and ticks every box we needed as a Practice.
For example, being able to view everything on my own plate as well as view everything as a Practice is extremely efficient. The app is also very easy to use.
The case stages showing exactly where each case is at are so helpful and save a lot of time flicking pages in the diary and checking notes.
When it comes to difficult cases, having one screen to keep track of when I or a colleague phoned is so helpful, especially in cases where we may need to phone a provider frequently.
Having the different themes, such as light or dark mode, ensures the system is functional for us all!
I cannot sing the praises on Fluid enough; it has made such a difference within our Practice, and I would strongly recommend it to anyone!”
“We were previously using Plus Group on an ad-hoc basis for some of our paraplanning requirements, however, for the last year we have been using them exclusively for all our Paraplanning needs, and what a great decision this has been.
The handover process is really easy, and Sue is brilliant at ensuring cases are picked up and quickly allocated to a Paraplanner, so we know who is working on the case. In addition, where we have needed a quick turn around this is always taken into account. The Paraplanners are excellent and keep us up to date with their progress and are happy to talk through those tricker cases.
We have also just had a demo of their Sisoma Social Media tool which looks amazing and could definitely improve our current content.
Using Plus Group is very much like having additional team members and I would recommend them to anyone.”
Alison Gregory Wealth Management
“I have been using PLUS group for paraplanning for the past 5 years.
I have always found them to be Professional and efficient and they have helped me to maintain a high standard of Quality of Documentation and Suitability of advice with my Compliance Team.
We have found the turn around times are excellent and we are kept informed at every stage of the process. We also like that we tend to be allocated to a small group of para-planners meaning myself and my team get to know the individuals working on our cases very well.
I would have no hesitation in recommending PLUS services to colleagues.”
“Four years ago, after 26 years of doing my own paraplanning, my manager at SJP politely suggested that I might do better outsourcing this crucial business function and recommended that I speak with Plus Group. Since then Plus Group have written over 160 cases for me and I consider them to be a vital component in my overall business.
I have not touched a suitability letter for four years have a 100% ‘first time suitable’ record thanks to Plus Group. All the Practitioners at Plus Group that have helped me are courteous, knowledgeable and do what they say will do when they say they will do it.
I cannot recommend their services highly enough.”
Ginders Wealth Management
“I use John Whitehead for cashflow modelling reports (Voyant). John is simply superb. He can make Voyant ‘sing & dance’ to a level far exceeding what I have witnessed before. I think for the quality of the work, his fee is extremely good value for money. Highly recommended.”
“I could not do my job without the assistance of everyone from Plus, including Jonathan Maskell chasing information from Providers, Clare Dale and her work on my Suitability Letters, and Sue McFarlane, who is always there if ever I have a query. Thank you for keeping me on track, it is very much appreciated.”
“We have used Plus Paraplanning for a number of years now and have been delighted with the service and support we have received.
The quality of the reports is exceptional and we have always received these in a timely fashion.
By using this service we have more time to spend with our clients, therefore meeting their needs and strengthening our relationship with them.
I therefore have no hesitation in recommending Plus Group to anyone looking for paraplanning support.”
Noula Wealth Consultancy Limited
“Using this certainly brings your clients’ milestone plans to life, which helps you illustrate various scenarios and their outcomes, so that your client can see if their plans are feasible. The feedback and analysis provided by John are invaluable, and the financial plans provided go deeper into your clients’ financial circumstances, making scenarios and dreams come to life. I would definitely look to use this service again, and highly recommend Plus Group.”
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