Meet your team
A little birdie told us that you’re interested in getting to know the extraordinary members of Plus Group. Good news: We’re all about building relationships, so we’re only too happy to oblige!
Scroll down to meet the team and click on their pretty little picture to discover their hobbies, must-haves, pet peeves, and more!
The senior management team
Drawing on their extensive experience and knowledge, our senior team has built a comprehensive support service designed specifically for financial advice businesses.
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.
The support team
Quite simply: We’d be lost without them!
Kelly Daniels
Accounts Manager
Kelly Daniels
Accounts Manager
ABOUT
I have been with Plus since it all began in 2013. I am the Account Manager and manage all aspects of the company finances. Along with daily account management I handle all payroll requirements and any ad hoc requests from the Directors.
LIKES
I enjoy working out, getting my fix at 6 am before the rest of the house is up!! I also like travelling, socialising with friends and eating out, as well as spending time with family.
Samantha Killick
Executive Assistant
Samantha Killick
Executive Assistant
ABOUT
I worked for senior management in SJP before joining Plus in early 2021. I love being organised, keeping people organised, never having two work days the same and learning new things.
LIKES
Travelling, warm sunny days, baking, animals (although I would rather the creepy crawlies remain at a safe distance!)
DISLIKES
Rude people, being cold, early mornings and bananas.
Suzanne Gibbard
Marketing Manager
Suzanne Gibbard
Client Relationship Manager
ABOUT
I have always had job roles that are client focused, I gained experience starting in the hospitality industry moving on to banking, finance & technology. Here at Plus I am enjoying helping clients to get the very most from their experience using Fluid and SISOMA. I have been based in Spain for 20 years with my son but I am an Essex girl at heart.
LIKES
Family, eating out, music, beach, wine, photography and podcasts.
DISLIKES
Rudeness, being cold, bad smells and bad drivers.
The chasing & checking team
Chasing providers is what they do best – these legends are experts in helping obtain valuable information from 3rd party providers.
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Beverley Marshall
Chaser
Beverley Marshall
Chaser
Joined in 2021
ABOUT
I joined Plus in June 2021. I am from Preston in Lancashire and live with my Partner, James and Staffie dog, Betsy. I love the outdoors and am part of a VW club, I love camping in my campervan, The Hulk.
LIKES
- Fly fishing
- Creating personalised crafts for friends and family
Sophie Sawford
Chaser
Sophie Sawford
Chaser
Joined in 2021
ABOUT
In 1986 I started in Retail Banking and have worked in the Finance sector now for over 30 years, with the last 7 of these being in a SJP Practice in Dorset. I joined Plus Group at the end of last year and love being part of the team. I am very much a people person and enjoy helping to provide a great service to all of our clients. I live in Dorset with my husband and have recently moved to a small village on the outskirts of Blandford, where we enjoy spending time in the great outdoors.
LIKES
- Hugely passionate about food and wine (mostly wine)
- Every week I make it a mission to travel to different parts of Spain to try something new
DISLIKES
- Believe it or not, not a fan of hot weather!
- Not many things I don't like, I've become extremely laid back since moving abroad
Cindy Lloyd
Chaser
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined in 2021
ABOUT
After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.
I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.
LIKES
- Padel (similar to tennis/squash) I enjoy playing as often as I can
- Countryside walks, nature and wildlife
- My 2 dogs Tia and Bobby
- Eating out (I’m very spoilt for choice where we live)
DISLIKES
- Not a big fan of strong smelling cheeses!
- I do not like spirits (apart from gin)
- Bullies, whether they are children or grown ups!
Andrew Walters
Chaser
Andrew Walters
Chaser
ABOUT
40 Years in construction, living in Swindon with my wife Indira.
LIKES
Walking my dog, watching football long past playing, eating out, seeing family.
DISLIKES
Arsenal FC.
Sam Parker
Chaser
Sam Parker
Chaser
Joined in 2022
ABOUT
I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.
I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.
Claire Jacobs
Chaser
Claire Jacobs
Chaser
ABOUT
I have worked in the Finance sector for over 30 years, with the last 7 of these being in a SJP Practice in Dorset. I am very much a people person and enjoy helping to provide a great service to all of our clients. I live in Dorset with my husband and have recently moved to a small village on the outskirts of Blandford, where we enjoy spending time in the great outdoors.
LIKES
- Kind and caring people
- Spending time with family and friends
- Countryside and beach walks
- Exploring the Far East
- Pilates
DISLIKES
- Rude or grumpy people - a smile costs nothing
- Big hairy spiders!!!
Lyndsey McCall
Chaser
Lyndsey McCall
Chaser
Joined in 2022
ABOUT
Hi, I am Lyndsey I am a mum of 3 children from Liverpool. I have worked in customer service roles for over 15 years and love helping and speaking to new people daily.
LIKES
I love going to the gym, going for nice meals and on days out with my children.
DISLIKES
I don't like the cold weather or winter months, Sun makes me happy.
Samantha Seth
Chaser
Gemma Bison
Chaser
Did you know?
Our chasing team spend more than 500 hours each week on calls to 3rd Party Providers.
Interested in this service?
Request a call back
The client servicing team
Experts in client servicing, our administrators can free up valuable time and help you tick all the boxes when it comes to consumer duty requirements.
Ashley Wigmore
Client Servicing Team Lead
Ashley Wigmore
Client Servicing Team Lead
ABOUT
I have worked in various administrative roles at SJP over the last 8 years. I am process driven and keen to ensure that clients receive the best possible service. I grew up in Canada and currently based in London.
LIKES
Travel, the outdoors, animals, food, arts and music.
DISLIKES
Bad weather and spiders.
Chauntelle Hope
Administrator
Linda Askey
Administrator
Linda Askey
Administrator
ABOUT
I worked in a St. James's Place Practice for 19 years in all aspects of the support team, but mainly paraplanning. I am married with three daughters and five grandchildren.
LIKES
- Golf
- Badminton
- Pickleball
- Love baking with the grandchildren
DISLIKES
People who complain!
The paraplanning team
Highly efficient and knowledgeable, they have completed nearly 70,000 suitability letters between them. It’s no wonder our legendary Paraplanners are always in high demand.
Lucy Hudson
Paraplanner
Lucy Hudson
Paraplanner
ABOUT
I have worked as a paraplanner for 7 years now, all of them for St. James’s Place. Currently live in Leeds with my husband, daughter, son and dog Spencer.
LIKES
Love going on holiday to somewhere hot and sunny. Love to bake and make new things.
DISLIKES
Petrified of tomato ketchup.
Andrew Gibbins
Paraplanner
Andrew Gibbins
Paraplanner
ABOUT
I have worked with Plus as a Paraplanner since 2015. I mainly write pension reports, which include pension transfers, SIPP transfers, safeguarded benefits and Drawdown. I was born and live in Bolton with my wife Hannah. We go to Florida as much as we can and enjoy day trips out.
LIKES
Playing and watching sport, mainly football and golf, eating out and going to the gym.
Melanie Beaver
Paraplanner
Melanie Beaver
Paraplanner
ABOUT
I have been in Financial Services for 30 years, and have recently been working for a Senior SJP Partner Firm. My main area of expertise is SIPPs, Pensions and Drawdown.
LIKES
I live in Market Harborough with my Partner, Stuart, and to relax I enjoy walking, running and cycling. At the end of the day I often like to treat myself to a G&T.
Daniel Mugford
Paraplanner
Daniel Mugford
Paraplanner
Alice Bawden
Paraplanner
Alice Bawden
Paraplanner
ABOUT
I've been a paraplanner since 2017, and started at an IFA, then moved to SJP to a Practice in 2018. I've worked in the DB space predominantly, now I deal with all parts of financial planning. Live near Chichester in West Sussex with my husband and Cocker Spaniel Aspen!
LIKES
Love food and going to new countries to try food. Reading, holidays, skiing and being active walking and workingout. Favourite season is autumn. Spending time with my family who are in Devon and Scotland.
DISLIKES
Peas and the rain, soggy dog walks are the worst!
Michael McLaren
Paraplanner
Michael McLaren
Paraplanner
ABOUT
After completing a degree in Economics, I have worked as paraplanner for a number of St. James's Place advisers since 2016. Moved back to the UK after living in South America last year and now live next to Windsor Castle!
LIKES
Travelling, cooking/eating and watching the football.
DISLIKES
Loud eaters, olives and being late!
James Clark
Paraplanner
James Clark
Paraplanner
ABOUT
I have worked in the financial services industry for over 10 years. The last 2 of those paraplanning, which I thoroughly enjoy. I have experience working on pensions and investments related business. I live in Manchester with my fiance and 3 year old son, having worked in a variety of different parts of the UK including Leeds, Glasgow and Bolton.
LIKES
I frequently watch the football and most other sports. I keep saying I will learn to play golf to add to my hobbies but that is still a work in progress. I like heading out for meals and socialising occasionally on weekends, when I am not spending it with my family.
DISLIKES
Man United losing, flights being delayed and poor restaurant service.
Erin Fidler
Paraplanner
Erin Fidler
Paraplanner
ABOUT
I've been a paraplanner for 7 years, specialising mainly in Pensions. I live in Dorset, with my partner and our 3 dogs.
LIKES
I'm a very keen runner and compete in dog agility.
DISLIKES
I hate driving!
Simon Coffin
Paraplanner
Simon Coffin
Paraplanner
Joined since 2021
ABOUT
I completed my Diploma in Regulated Financial Planning through self-studying at weekends and in the evenings and have experience in Pensions, Investments and IHT. Before joining Plus in 2021, I worked as a Senior Paraplanner for a St. James’s Place Practice in Dorset.
I live in North Dorset, in a town called Shaftesbury and am married with one son, who has just started school. As far as hobbies, I like Formula 1 and keeping fit and has my own home gym in my garage.
LIKES
- Jack Daniels
- Watching films
- Anything to do with cars
DISLIKES
- I'm not a great fan of the heat, I prefer a nice frost in the mornings
Sam Owen
Paraplanner
Sam Owen
Paraplanner
ABOUT
I have worked with Plus Group as a Paraplanner since July 2021.
Clare Dale
Paraplanner
Clare Dale
Paraplanner
ABOUT
I’ve been with PLUS since August 2014, not long after returning to work after having my Daughter, Isabella. I deal with most types of cases - investment replacements, Inheritance Tax (IHT), protection, pension transfers, Drawdown etc I have held my CII Level 4 Diploma in Financial Planning & Diploma in Regulated Financial Planning since August 2014 and more recently at the end of 2021, gained my CII Level 3 Certificate in Equity Release and CII Level 3 Certificate in Mortgage Advice.
LIKES
I like anything Disney, drinking gin and cocktails (lots of them), going to concerts and listening to music, going on holidays, doing my make-up and wearing anything that glitters, being a mum (but not the mumsy boring kind) and spending time with friends. I also love Cadbury’s crème eggs, baking and swimming (to burn it all off again).
DISLIKES
I don’t like mushrooms (the thought of how slimy they are really freaks me out and makes me wretch), red wine, ignorance, them awful Crocs shoes and nuts in chocolate (what a way to spoil it).
Adrian Jones
Paraplanner
Adrian Jones
Paraplanner
ABOUT
I have worked with Plus Group as a Paraplanner for a number of years. I predominantly deal with cases involving all stages of retirement planning. I live in North Yorkshire with my wife and son after moving from the Midlands, and still trying to acclimatise after ten years!
LIKES
If I am not too busy adhering to my son's ever demanding schedule of extra curricular activities, I enjoy martial arts training, watching live comedy and long walks listening to various podcasts and audiobooks.
DISLIKES
Bad manners (not the two-tone/ska band from the early 1980s, they're fine.)
Kai Scott
Paraplanner
Grace Vernon
Paraplanner
Grace Vernon
Paraplanner
ABOUT
I have worked as a Paraplanner for Plus Group since June 2021.
Tony Clarke
Paraplanner
Tony Clarke
Paraplanner
ABOUT
I have been in financial services for about 20 years (but seems a lot longer!). I've been lucky enough to work for some great financial institutions such as Legal & General and HSBC, wearing many different hats from advising to broker. Prior to joining Plus my business was contracted to a pension compliance review for one of the high street banks, which lasted for 7 years.
LIKES
I enjoy hiking, running and getting into the sea when it's not Arctic conditions. If I'm not working I can usually be found in a nook off the coastal path with a book, the dog and flask of tea.
DISLIKES
Rudeness, queues, commuting (which is one of the reasons why I love my job), social media when used for anything other than work or seeing nice photos.
Stephen Hick
Paraplanner
Stephen Hick
Paraplanner
ABOUT
I have worked with Plus Group for 6 years, however I have worked in Financial Services for 15 years, in both the UK and Australia. I currently live in Ibiza with my Girlfriend, our 2 dogs (Gary & Sheila) and our horse.
LIKES
I am very passionate about food and cooking. Visiting different countries and learning about new cultures and different cuisines is something that I try to do as much as possible.
DISLIKES
Grey skies.
Tim Martin
Paraplanner
Tim Martin
Paraplanner
ABOUT
I have been a Paraplanner with Plus Group for a number of years. I live in Deal on the East Kent Coast with my family.
LIKES
I'm an avid traveller and am passionate about music – I'm currently learning to play the guitar. I also enjoy reading and food – although just the eating of it, not cooking!
Phil Collard
Paraplanner
Phil Collard
Paraplanner
ABOUT
I have been in financial services since 1993, performing a number of roles to include the provision of advice to individual and corporate clients, heading up the training division of a medium-sized IFA practice, compliance director of a start-up IFA practice, paraplanner and compliance consultancy. I live in the South West with my wife, two teenage boys and a border-collie called Fyfe.
LIKES
I enjoy spending time with my family, whether that is watching films or going for walks. I also take part in endurance sports to include cycling, swimming, running and triathlons (up to and including Ironman distance). I also have a passion for motorsports having competed myself for many years and won a national-championship title.rly.
DISLIKES
As a cyclist, my biggest bugbear is headwinds - other than that, I'm fairly easy-going and can't say that there is much I dislike (except mushrooms!)
Dave Lister
Paraplanner
Dave Lister
Paraplanner
ABOUT
Worked as a Paraplanner for 6 years with 3 of those alongside SJP - Been with Plus for 2 years - Enjoy going to the gym and keeping fit & spending time with family.
LIKES
Keeping fit at the gym - Reading/ Audiobooks - Spending time with family.
DISLIKES
Very hot weather
Nicky Georgeson
Paraplanner
Nicky Georgeson
Paraplanner
ABOUT
I have worked for Plus for a number of years as a Paraplanner and I mainly focus on Pension Transfers. I am from Liverpool and live with my Partner Jay, my two sons Luke and James and our cat.
LIKES
I enjoy spending time with friends and family, planning family days out and holidays with my children and going on bike rides. I also love socialising and meeting new people.
Sheema Tarafdar
Paraplanner
Sheema Tarafdar
Paraplanner
ABOUT
I have been working in the Financial Services industry for over 15 years. I achieved my Level 4 Diploma in 2016 and have been working with St. James's Place since 2018. I grew up in Southampton and now living in Stourbridge with my partner and two children.
LIKES
I'm a huge foodie and history buff. I grew up loving DC comics but my partner has persuaded me to Marvel! Our family downtime mainly revolves around Anime and Lego.
DISLIKES
Fruit - I have a phobia believe it or not!!!
Molly Nicholson
Paraplanner
Molly Nicholson
Paraplanner
ABOUT
I've been with SJP for over 9 years now (will be 10 years in September), starting off advising then moving into paraplanning and I'm Chartered. I live in Sunderland with my Labrador/Spaniel Enzo.
LIKES
I enjoy eating out and spending time with family and friends. Also love going on big hikes with my dog up to Northumberland or over to the Lake District.
DISLIKES
Don't like the cold/winter unless I am on the top of a mountain, taking a break from skiing with a mulled wine in hand!
Alex Weaver
Paraplanner
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The cashflow modelling team
Also known as Cashflow John, he knows everything there is to know about Cashflow Modelling.
John Whitehead
Specialist Cashflow Manager
John Whitehead
Specialist Cashflow Manager
Joined since 2010
ABOUT
I am Plus’s Specialist Cashflow Manager. My role is to build bespoke financial and lifestyle illustrations to highlight the planning strategy of Partners and Advisers and the impact for clients. Demonstrating that good planning can serve to help ensure your future aspirational lifestyle choices can be achieved. I have been with Plus since early 2020, but have been building Cashflow Models for much longer.
LIKES
I am Manchester born and bred, although I have lived in both the Isle of Man and Jersey. I live with my wife Maria, who I have been with over 33 years now, my daughter Jade and son Ethan. I am also a grandad to two granddaughters, with another on the way. Not forgetting the three cats! When John does get some time to himself, he likes to make things out of wood and play badminton.
Interested in cashflow modelling?
Request a call back
The marketing and social media team
What our team don’t know about social media and marketing isn’t worth knowing!
Sean Keane
Director of Plus Creative
Sean Keane
Director of Plus Creative
ABOUT
A former recruitment professional I took on this role for work/life balance. Genuinely very much enjoy the role I am in now and my favorite part is liaising with the partners and completing difficult cases. I live by the Med with my dog Mia and my fiance Carlos and yes, I do take full advantage of the vineyards and restaurants round here!
Zoe Smith
Social Media Manager
Zoe Smith
Social Media Manager
Joined in 2020
ABOUT
I have been working in social media for around 8 years and creating specific content for Financial Advisers for around 4 years. I am St James's Place Wealth Management Social Media Accredited and keep up to date with all on-going courses. I am currently in Thailand with my Partner Sean. We have been coming to Asia for between 3 - 6 months at a time for the last 4 years. We live in sunny Prestatyn in North Wales for the other 6 months of the year, and love living on the coast. When the sun is out!
LIKES
In my spare time I enjoy going for adventure walks. We have a Camper Van in the UK and I love exploring new areas and learning the history of each place. I enjoy helping out at my local North Clwyd Animal Rescue centre and walking the dogs. I try do this as often as I can. In Thailand I have recently started taking up Muay Thai lessons and I am loving it!!! I'm a self proclaimed pizza addict, my favourite topping being the original Margherita. No need to get fancy. I also love a pamper, so with Massages being so cheap in Asia I'm in my element. Spending time with family and friends is a given, I have the best people around me so it's always lots of fun when we catch up. However I also love my own company so regularly push myself out of my comfort zone and take myself for a solo lunch or coffee break!
DISLIKES
I am petrified of MOTHS!!! I'm also rubbish at small talk, so I would say that too.
Did you know?
Plus Group have been helping financial advice businesses excel since 2013 and we have over 80 amazing individuals in our team.
The development team
Helping us think outside the box and create new systems and apps, as well as making sure everything is running smoothly.
Andrew Cornforth
Lead Developer – Fluid
Andrew Cornforth
Lead Developer - Fluid
ABOUT
I work with Plus Group as a Lead Developer within the Fluid Team.
Dave Metcalfe
Lead Frontend Developer – Fluid
Dave Metcalfe
Lead Frontend Developer - Fluid
ABOUT
I work with Plus Group as a Lead Front End Developer within the Fluid Team.
Luke Skelhorn
Lead Developer – SISOMA
Luke Skelhorn
Lead Developer - Sisoma
Joined since 2020
ABOUT
Self taught, Agile, Angular, Typescript, noSQL databases, Project Management (Only maybe do have spend 2 and a bit years on Sisoma), Live in Upholland with my daughter (Tavia).
LIKES
I love specialty coffee. You can't beat a good Indian. I Mountain bike and Own a Land Rover discover 2 which I've converted into an overlander. I work out a lot.
DISLIKES
I really dislike cheese & watching football.
Gareth Beer
Front-end Developer – SISOMA
Gareth Beer
Front End Developer
ABOUT
I am a web developer with experience building enterprise websites and web applications. In my past life I was a Ski Instructor in Canada and Australia but my home is now in North Wales!
LIKES
I enjoy playing football for a local team, I have a love for skiing, climbing, motorbiking and anything that gets the adrenaline going!
DISLIKES
I don't like the UK's mild wet boring weather! I want snow all winter long and sun all summer long.
Dan Dickinson
Support – Fluid & SISOMA
Dan Dickinson
Fluid Support
Joined since 2019
ABOUT
I'm from and live in Liverpool. I started working for Plus through an apprenticeship scheme and have stayed with them ever since.
LIKES
My hobbies are reading, watching sports (Football & Rugby) and video games. My favourite animals are cats, I own 4 of them!
DISLIKES
I dislike onion in my food, I really wish I liked it because it's in everything I also don't like snow, it's pretty to look at, not fun to travel in!
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