Welcome to Plus Group
This page explains what happens next and how we’ll get your selected services set up. It outlines what we’ll take care of, what we may need from you, and how support will begin.
Now that you’re onboard, we’ll begin setting everything up based on the services you’ve chosen. This may include introductions to your delivery teams, access setup, and agreeing how we’ll work together day to day.
If you have already set up your Direct Debit, thank you. If you haven't yet, we recommend getting this set up asap to ensure everything runs smoothly. You can set this up via the link below:
Set up your Direct Debit
You can find more information on the process for your specific service below, and just a reminder you can also reach out to your Relationship Manager anytime.
Need to know more
Browse our FAQs to learn more about our support and paraplanning services.
Our outsourced paraplanning UK service adapts to your workload, giving you reliable capacity when you need it, without the cost or commitment of hiring.
Book a call
Back office support for financial advisers, firms and networks
