Having supported over 1000 Partners & Advisers and with both Directors’ having previously worked in large SJP Practices, we are well placed to support your needs, that of the practice and your clients.
We work closely with both the location management teams and head office, understanding the pinch points and providing solutions. We make regular visits to Cirencester so that we are always up to date with the latest guidance and corporate direction, ensuring we are always on the right track.
Our relationship with St. James’s Place and our internal policies and procedures saw us appointed as a preferred paraplanning supplier in 2018.
We love IHT here at Plus, strange I know! It was only natural therefore for us to team up with Triple Point, who are equally passionate about IHT planning and the solutions they can provide as part of the planning picture.
Together, we produced a series of webinars around IHT and the planning and documentation considerations around them.
Having had almost 1,000 attendees across the 6 session I think it’s safe to say it was a roaring success!
We are passionate about what we do and want to encourage as many young people as possible to consider a career in financial planning.
Having been a student at John Moores himself, Director Scott Daniels, was delighted to be invited to speak to final year students at Liverpool John Moores University Business School, about the opportunities in Financial Services and the rewarding career it can be.
Scott hasprovided this talk for the last 2 years and is looking forward to speaking with the next generation of enthusiastic students.