Free Case Discussion Helpline
Need to discuss a case with a Paraplanner
Got a potential case that you unsure how to move forward? Fill in the form below to book in a no obligation call with one of our experienced Paraplanners.
Request a call back
Paraplanning
We’re here to help
Since 2013, our team has completed over 60,000 cases while cementing our reputation as one of the top specialists and go-to partner for complex cases.
We understand that sometimes, you just need to discuss a case with some who understands. Thats why we created our Free Case Discussion Helpline for Financial Advisers.
Fill in the form and one of our Diploma Qualified Paraplanners will be in touch.
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