Chasing Service

How we can help

One of the more time-consuming Jobs is chasing providers for plan information.

We know that your time and that of your team is precious, which is why we have a service dedicated to chasing provider information on your behalf. This service is offered on a stand alone basis so even if you don’t need our full paraplanning or administration support service you can benefit from it.

  • Free up your time for other tasks.
  • We are experts in obtaining information.
  • More efficient use of your team’s time.
  • Robust processes to get info as quickly as possible.
  • We speak to 100’s of providers each week.
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Our Process

The process is simple. Our team of expert administrators can send Letters of Authority and gather provider information on your behalf.

We consistently chase providers and obtain information for you. We also have a robust process in place to follow up replies, and we’ll keep going until you have everything you need, saving you the headache.

When we receive all the information, we’ll send it to you to check and if you need any further details, just tell us what you need, and we’ll get on to it for you.

No more spending hours stuck on hold on the phone or trying to find the time to chase providers. PLUS Group are here to increase productivity in your practice.

Simply register with us and we are here for when you need us to send a Letter of Authority on your behalf. We don’t tie you in with contracts or retainers and we don’t have a minimum spend. Simply pay as you go, letter by letter.

Interested in our services? Get in touch

Adam Sheehan
Adam Sheehan – DirectorAnderson Gardner Financial Planning

Plus Group were recommended to us by the management team at St. James’s Place.We find the handover process between our office and Plus group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.

Nader Sheta
Nader Sheta- Senior PartnerNader Sheta

Four years ago, after 26 years of doing my own paraplanning, my manager at SJP politely suggested that I might do better outsourcing this crucial business function and recommended that I speak with Plus Group. Since then Plus Group have written over 160 cases for me and I consider them to be a vital component in my overall business.

I have not touched a suitability letter for four years have a 100% ‘first time suitable’ record thanks to Plus Group. All the practitioners at Plus Group that have helped me are courteous, knowledgeable and do what they say will do when they say they will do it.

I cannot recommend their services highly enough.

David Blackwell- Associate Partner
David Blackwell – Associate PartnerMyriad Wealth Management

I have been delighted with the excellent service from Plus Group since I started using them in August 2018. Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my practice to concentrate on positive client outcomes.

Not to mention the positive impact on our Quality Gateway score

Andrew Teasdale- Director and Financial Planner
Andrew Teasdale- Director and Financial PlannerNorthumbria Financial Management

I have worked with PLUS for a couple of years now, and I would be happy to recommend other partners to use PLUS Group for their paraplanning. They make my day to day easier and allow me to spend more time with clients. They give me the confidence to know the work has been completed to high standards, thus improves the quality of my business written.

David Millar
Garth Thompson – DirectorGarth Thompson Wealth Management

We have used Plus Paraplanning for a number of years now and have been delighted with the service and support we have received.

The quality of the reports is exceptional and we have always received these in a timely fashion.
By using this service we have more time to spend with our clients, therefore meeting their needs and strengthening our relationship with them.

I therefore have no hesitation in recommending Plus Group to anyone looking for paraplanning support

David Millar
David MillarThe DRM Consultancy

We are delighted with the support and service we receive from the Plus Group.
We consider Martine (our nominated support person) to be part of our team. She is highly efficient and professional and is a real asset to our business.

Jonathan and the chaser team remove all the hassle and time involved chasing up ceding information and are definitely worth their weight in gold!

Sandro Forte – Managing Partner
Sandro Forte – Managing PartnerForte Financial LLP

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service. Moving our paraplanning and general support requirements to Plus Group was a game-changer for us: Despite the size and complexity of many of our cases we have seen a big improvement in quality and turnaround times. Put simply, Plus are exceptional and we wouldn’t work with any other firm.

Alison Gregory
Alison Gregory – DirectorAlison Gregory Wealth Management

I have been using PLUS group for para planning for the past 5 years. I have always found them to be Professional and efficient and they have helped me to maintain a high standard of Quality of Documentation and Suitability of advice with my Compliance Team. We have found the turn around times are excellent and we are kept informed at every stage of the process. We also like that we tend to be allocated to a small group of para-planners meaning myself and my team get to know the individuals working on our cases very well. I would have no hesitation in recommending PLUS services to colleagues.

David Millar
Gavin Miller- DirectorMiller Wealth Management

I’ve been using Plus for several years now. During that time, I’ve found them to be very professional in their dealings with me and my team. The accuracy of their report writing is second to none and they are always available to discuss new cases and how their approach might be mutually beneficial

Get in touch

Call us, send us an email, fill in our enquiry form, or pop in for a cuppa’, we’d love to chat about how we can help you and your business.

Address

24 Queen Avenue, Liverpool, L2 4TZ. 


Meet Your Team

Mark-Lamb-Plus-Group-SJP-Partner
Managing Director

Mark Lamb

Director & Co-Founder
ScottDaniels-Plus-Group-SJP-Partner
Managing Director

Scott Daniels

Director & Co-Founder
Jonathan Maskell - Plus Group
Head of Chasing Team

Jonathan Maskell

Head Of Chasing
Rachael Hackett - Plus Group
Adhoc chasing team leader/ Admin

Rachael Hackett

Chasing Team Leader

News

Our Paraplanning
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Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.

PLUS Partner Services Ltd, trading as Plus Group.
VAT Number 191887360.

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