Who We Partner With
Liverpool John Moores University
We are passionate about what we do and want to encourage as many young people as possible to consider a career in financial planning.
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 2 years and is looking forward to speaking with the next generation of enthusiastic students.Visit Website
From our very first interaction, it was clear that the people at i4c share our passion for financial planning, plans that are articulated clearly and are easy to understand.
i4c provide tools to help demonstrate solutions to often complex planning scenarios
The ability to take something complex and present it in a way clients can understand, is the true art of financial planning.
We are excited to be working with i4c, to help you achieve this through their cashflow planning software.Visit Website
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.
It empowers clients to make informed decisions and allows you to have more meaningful conversations. In essence it brings your advice to life, in a way a suitability report cannot.
We are delighted then to be working with Voyant to bring you support with cashflow planning.Visit Website
We love IHT here at Plus, strange I 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.
Together, we produced a series of webinars around IHT and the planning and documentation considerations around them.
Having had almost 1,000 attendees across the 6 session I think it’s safe to say it was a roaring success!Visit Website
We have been working with Rowan Dartington since they became part of the St. James’s Place Group in 2015.
Since then we have supported 100’s of partners with recommendations for clients to utilise the Discretionary Fund Management service, whether this be part of a SIPP or stand-alone investments.Visit Website
St. James’s Place Wealth Management PLC
Having supported over 1000 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.
We work closely with both the location management teams and head office, understanding the pinch 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 are always on the right track.Visit Website