Superior business support for SJP Practices, Networks and IFAs
Whatever your needs: Paraplanning, Client Servicing, Innovative Case Management Technology, LOA Chasing, Cashflow Modelling, or Social Media Management, Plus Group is here to help.
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what we offer
The smart way to optimise and scale your practice
Save time
We provide vital business support, so you can spend more time wowing your clients and pursuing your dreams.
No hidden costs
We value our clients dearly and operate with full transparency, so you’ll only ever have to pay for the services you use.
Eliminate stress
By outsourcing all laborious, tedious work, you can focus on expanding your practice, enjoying your hobbies, or both.
Quality Assured
Plus Group is built on relationships and trust, as evident by our track record of over 50,000 suitability reports and thousands of delighted customers.
About Plus Group
We see things from your perspective
At Plus Group, we understand the challenges you face and the importance of staying up to date with today’s ever-changing regulatory environment, and we are here to help.
By engaging with Plus Group, you can be confident you’ll be working with true professionals with a genuine passion for the services we offer. Our team are some of the best in the business, supporting hundreds of financial advisers across the country just like you
We offer full end-to-end Paraplanning Support, Client Servicing, Checking and Chasing, Cashflow Modelling, Social Media Management, and more.
Our mission is simple: To save you valuable time and money, so you can focus on providing excellent service to your clients, nurturing relationships, growing your business, and enjoying the fruits of your labour.
From our directors
We are thrilled to have you join us!
We are delighted to welcome you to the Plus Group family. Our experience of working with hundreds of St. James’s Place Practices has enabled us to create solutions to make life that much easier for you and your clients.
Our commitment to progress ensures we constantly seek out new ways to support financial advisers according to their specific needs as opposed to a one size fits all approach.
Above all, we value your trust and look forward to working together to help you optimise and grow your business.
Mark Lamb & Scott Daniels
Directors
You do what you do best, let Plus take care of the rest
SJP Paraplanning Support
Cashflow Modelling Support
Social Media Management
LOA Chasing Support
Paraplanning Case Management App
Client Servicing
Introducing fluid
Our revolutionary case engine
Say bye-bye to long, tedious hours of admin. Fluid offers a major boost in productivity, allowing you to seamlessly track every stage of your cases in real-time for maximum efficiency while completely transforming how you run your business.
Register your interest in Fluid
How it works
Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.
Schedule a call to learn how Plus Group can help support your business goals today.
Get in touch
Reach out and let us know how best we can support you and your business.
Prepare for launch
We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.
Fuel the jets
We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.
Blast in to orbit
Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.
Trusted by hundreds of Financial Advisers
“Our experiences of Plus Group have been totally positive.
The cases have been allocated swiftly and all the paraplanners we have experienced have been not only knowledgeable but also 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.”
Peter Greenwood
Greenwood Wealth Solutions
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
Meet your dream team
Paraplanners, Chasers, Gurus, and more.
Scott Daniels
Director & Co-Founder
Scott Daniels
Director and Co-Founder
ABOUT
I am one of the Directors and Co-Founders of Plus Group. My main role is to manage the day to day running of the business, and I spend a lot of time speaking to the various stakeholders and engaging with new clients, as well as discussing cases with Paraplanners and Partners.
I’m originally from Wales, not that you can tell from the accent! I live with my wife Kelly, our two children Oliver and Charlotte, and chihuahua Coco.
LIKES
I enjoy reading, watching LFC, and eating out. I also try to play golf every Friday afternoon and have recently taken up Photography.
Mark Lamb
Director & Co-Founder
Mark Lamb
Director & Co-Founder
ABOUT
I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.
Besides business, I love to travel and am currently residing in Bali, Indonesia where I live with my dog, Bo.
I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.
LIKES
Travelling, Liverpool Football Club and Marketing
DISLIKES
Celery, rude people and cold weather
Sue McFarlane
Operations Director
Sue McFarlane
Operations Director
ABOUT
I have done a bit of everything over the years, from Administrator, Office Manager, Paraplanner and Financial Adviser. By having worked in all of these different roles, I have a good understanding of what is needed by all parties involved in the work we support SJP Partners with, to get the best outcome for all.
LIKES
I am animal mad and my husband is very happy we have never won the lottery otherwise we'd have our own pet rescue set up somewhere! I love decoupaging, mudlarking and researching my family tree.
DISLIKES
I am very much a country mouse and am really not keen on cities so avoid them if I can. Given the fact I have almost been knocked over in Paris, Amsterdam and London, I think it is probably for the best.
Ready to take the next step?
Don't miss out, get in touch today to find out more
Request a call
Fill out our callback form
Book a meeting
Book in with the team
Send us an email
hello@plusgroup.org
Contact us
Complete our contact form
Frequently asked questions
Are you able to deal with fluctuating work levels?
Yes. We understand business levels can fluctuate week to week and we prepare for this. However, for Advisers who use us regularly, we ensure we pre-allocate resource for you, so if your requirements are going to change significantly, just let us know. We can then ensure we have the appropriate levels of resource ready for you.
How does your charging structure work?
This depends on the service and what best suits your needs. For more information on charges for specific services, click here to find out more about our fees.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. For further details on a service you are signed up to, please get in touch with your point of contact, alternatively drop us an email at hello@plusgroup.org
What happens if there is an error or mistake?
Our Team, although thorough and conscientious, are only human and everyone, on occasion, makes mistakes. We do however have procedures in place, to try and minimise errors, deal with them quickly and effectively, should they occur, and ensure they do not happen again.
It is important to remember that whilst you outsource a task, you do not outsource the responsibility for that task, and it is important you have an appropriate checking process in place.
Do you have any case studies or testimonials?
Can’t find the answer you’re looking for? No problem. Fill out the form, and we’ll get back to you ASAP.
Frequently asked questions
Are you able to deal with fluctuating work levels?
Yes. We understand business levels can fluctuate week to week and we prepare for this. However, for Advisers who use us regularly, we ensure we pre-allocate resource for you, so if your requirements are going to change significantly, just let us know. We can then ensure we have the appropriate levels of resource ready for you.
How does your charging structure work?
This depends on the service and what best suits your needs. For more information on charges for specific services, click here to find out more about our fees.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. For further details on a service you are signed up to, please get in touch with your point of contact, alternatively drop us an email at hello@plusgroup.org
What happens if there is an error or mistake?
Our Team, although thorough and conscientious, are only human and everyone, on occasion, makes mistakes. We do however have procedures in place, to try and minimise errors, deal with them quickly and effectively, should they occur, and ensure they do not happen again.
It is important to remember that whilst you outsource a task, you do not outsource the responsibility for that task, and it is important you have an appropriate checking process in place.