Welcome to Plus Group

We’re really looking forward to working with you.

 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.

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What happens next

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.

You’ll always know what’s happening, and your Relationship Manager will be on hand if anything needs clarifying.

What you need to know

01
Paraplanning Support
02
Admin & Client Servicing Support
03
LOA Support
04
Cashflow Modelling Support

Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and paraplanning services.

01
Are you able to deal with fluctuating work levels?
02
How does your charging structure work?
03
Am I tied into a contract?
04
Can I sign up to additional services later?
05
How secure is my client data?
06
What happens if there is an error or mistake?
07
Do you have any case studies or testimonials?

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