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!
The DRM Consulatncy
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.
Garth Thompson Wealth Management Ltd
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.
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.
Forte Financial LLP
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.
Anderson Gardner Financial Planning
I have been delighted with the excellent service from Plus Group since I started using them in August 2013.
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.
Myriad Welath Management
I’ve been utilising the Paraplanning and the PA support services provided by Plus Group for a number of years now.
This frees up time for me to focus on seeing clients and Martine my PA support has a real understanding of how I like to work.
I’d have no hesitation in recommending PLUS Group and the services they provide to other Partners.
Paul Smith Wealth Management
I have used the services of Plus now for around 2 years and we have a great working relationship throughout the team here at Maine Wealth.
No matter what type of case Plus have an experienced planner to assist and they cope superbly with our varied workload.
Their planners are approachable and always there to discuss matter when you need them.
Maine Wealth Ltd
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 and they give me the confidence to know the work has been completed to high standards, thus improves the quality of my business written.
Northumbria Financial Management Limited
I have been using PLUS group for paraplanning 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.
Alison Gregory Wealth Management
At TWA Chartered Financial Planners, we need paraplanners with a wealth of experience who can fulfil our intricate paraplanning needs.
Having worked with PLUS now for two years, we speak from experience and would advocate how good they are. We are confident that we have found a professional resource in terms of paraplanning who consistently and expertly meet our professional needs day to day.
Our client experience is made special because every team member at PLUS keeps us informed of every stage of our cases. We have built a strong connection with every team member and their technical knowledge and customer service is excellent.
We are looking forward to building on our professional relationship as we being 2020.
Thind Wealth Advisory Ltd
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.
Miller Wealth Management Ltd
I began using Plus Group when I first joined SJP as coming from a role within another practice I was used to having everything I needed on tap. Engaging with Plus Group was a more appropriate option at this stage as opposed to employing a number of people to fill these roles.
The reason I use them now more than ever is that to replicate the level of service I receive within my own practice I would need to employ a minimum of five members of staff and would still have to contend with holidays, sick days and the concern of not employing the right people first time.
As was the case when I was in a practice previously I have one person I speak with on a daily basis who manages everything from diary management, applications (varying business types) and client servicing as well as being able to answer any process questions I have which being new to SJP has been invaluable.
Another benefit has been when I have a technical question I can pick up the telephone to a paraplanner that I work closely with who always gives me the time I need.
Our experience of Plus Group has been totally positive.
The cases have been allocated swiftly and all the para planners we have experienced have been not only knowledgeable but 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.