We love our clients, and because we value humility *wink-wink* instead of bigging ourselves up, we’re going to let our clients speak for us.
Plus Group has enabled our business to be far more efficient.
Every member of Jonathan’s team is diligent, proactive, and very friendly to deal with. It has improved our business ten-fold!”
Harry Carling, London
Plus Group has added a much better work/life balance for me
“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.”
Cullen Larson, Project manager, Leeds
I would thoroughly recommend Plus to other Practices and Financial Advisers.
They offer additional support mechanisms, and are always looking to enhance our relationship, thus helping to improve upon the outcomes that my clients receive.”
Chris Brown, CNB Wealth Management
We find the handover process between our office and Plus Group to be smooth and easy.
Adam Sheehan, Anderson Gardner Financial Planning
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.”
“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.”
“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.”
“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.”
“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.”
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!”
This frees up time for me to focus on seeing clients and Martine my PA support has a real understanding of how I like to work.
I’d have no hesitation in recommending PLUS Group and the services they provide to other Partners.”
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.”
“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!”
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 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.”
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.”
All the Practitioners at Plus Group that have helped me are courteous and knowledgeable.
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.”
Nader Sheta, Nader Sheta
I would gladly recommend this service.
“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 would gladly recommend this service as my clients were suitably impressed and I will definitely be using the service again.”
Jamie Greaves, Greaves Wealth Management
We love how they bring our new brand to life.
Peter Whittaker, Regency Wealth Management
We will continue to use their services with full confidence going forward.”
“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.”
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.”
Always prompt when obtaining LOA information from providers.“
Put simply, Plus are exceptional and we wouldn’t work with any other firm.”
“I have worked with PLUS for a couple of years now, and I would be happy to recommend other partners to use PLUS Group for their paraplanning.
They make my day to day easier and allow me to spend more time with clients and they give me the confidence to know the work has been completed to high standards, thus improves the quality of my business written.”
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.
We are looking forward to building on our professional relationship as we being 2020.”
“We have used Plus Paraplanning for a number of years now and have been delighted with the service and support we have received.
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.”
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.”
Ready to grow your Client base?
Our team of experts are on standby to roll out the red carpet. All you have to do is contact us now.
Give us a call
0151 559 1332
Book a meeting
See our calendar
Send us an email