Who we partner with

We love IHT here at Plus. Strange, we know! It was only natural therefore for us to team up with Triple Point, who are equally passionate about IHT planning and the solutions they can provide as part of the planning picture. Read more

Together, we produced a series of webinars around IHT and the planning and documentation considerations around them.  
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Having had almost 1,000 attendees across the 6 sessions, we think it’s safe to say it was a roaring success. Read less

We are big believers in professional development here at Plus Group. That’s why all our paraplanners are minimum level 4 qualified. Read more

Giving back and supporting the professional institutions that underpin financial services was therefore only natural.
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We have worked with the CISI in support of their initiatives, such as CHANGE fest, helping encourage the next generation to consider financial planning for their career.

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Our Director, Scott Daniels, has also provided talks at the annual CISI paraplanning conference, as well as grilling someone from the FCA on everything to do with suitability letters in front of a live audience! Read less

Having supported over 1500 Partners & Advisers and with both Directors having previously worked in large SJP Practices, we are well placed to support your needs – that of the Practice and your clients. Read more

We work closely with both the location management teams and head office, understanding the pain points and providing solutions. We make regular visits to Cirencester so that we are always up to date with the latest guidance and corporate direction, ensuring we – and you – are always on the right track.
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We provide services to the representatives of SJP. There is no endorsement or formal agreement held with St. James Place Wealth Management Group. Read less

We have been working with Rowan Dartington since they became part of the St. James’s Place Group in 2015. Read more

Since then, we have supported hundreds of partners with recommendations for clients to utilise the Discretionary Fund Management service, whether it be part of a SIPP or stand-alone investments. Read less

As one of the largest providers of alternative investments in the UK, it was only natural we would collaborate with them. Read more

Thanks to their brilliant business relationship team (shout out to Colin) our team are always kept up to date with Alternatives.

This relationship further enhances our expertise and knowledge in the more niche areas of financial planning and where we really come in to our own when supporting advisers and their clients Read less

Continuing with the theme of ensuring we are experts in all things finance, we have worked with Foresight, an alternative investment provider, to help engage advisers and clients in potential planning opportunities that may be available to them. Read more

As this can be a specialist, often complex area, we helped create some videos that explained alternative investment wrappers, such as VCTs and EISs and where they can fit in a holistic planning strategy. Read less

We are passionate about what we do and want to encourage as many young people as possible to consider a career in financial planning.
Just provide training and support to our team, so their knowledge remains as sharp as ever.

We share GoodStock’s belief that financial advice can be a force for good. Their community of advisers is redefining what it means to build wealth - aligning financial goals with positive environmental and social impact. Read more

Together, we’re making it easier for advisers to deliver credible, compliant, and meaningful ESG-focused advice through specialist paraplanning support tailored to sustainable investing. Read less

We believe in Plannex vision to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses. Read more

We are working with Next Gen to help solve some of the biggest challenges in financial planning. Read less

In a time when clients are demanding more value-driven service, it is our belief that cashflow planning will become an integral part of the financial planning process. A feeling shared by Voyant. Read more

It empowers clients to make informed decisions and allows them to have more meaningful conversations. In essence, it brings your advice to life in a way a suitability report cannot.
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We are delighted then to be working with Voyant to bring you support with your cashflow planning. Read less

We are passionate about what we do and want to encourage as many young people as possible to consider a career in financial planning. Read more

Having been a student at John Moores himself, Director Scott Daniels was delighted to be invited to speak to final-year students at Liverpool John Moores University Business School about the opportunities in Financial Services and the rewarding career it can be.

Scott has provided this talk for the last few years and is looking forward to speaking with the next generation of enthusiastic students. Read less