Plus Group
HQ Address
Chandler House, 7 Ferry Road Office Park, Preston, PR2 2YH, United Kingdom
Website Address
Business introduction
Your outsourced support team for financial advice firms – protecting quality, capacity and growth without adding fixed cost
From paraplanning and client servicing to LOA chasing and social media support, Plus Group helps advice firms keep cases moving and advisers focused on clients
Plus Group is a specialist outsourced support partner to financial advice and planning firms.
Most advice businesses do not lack ambition. They reach capacity limits. Holidays, sickness, parental leave and tax year-end pressure create backlogs. Advisers get drawn into administration. Growth slows because fixed costs feel too risky to increase.
That is where we step in.
We support over 1,800 advice firms with flexible, high-quality operational support that protects standards while easing workload. Our services include paraplanning, client servicing and administration, LOA chasing, cashflow modelling and overflow or holiday cover. We also provide social media support through Halio, helping firms stay visible without adding to adviser workload.
Our focus is simple: maintain quality, keep cases progressing, and give advisers time back to do what they do best – advise clients.
There are no long tie-ins and no unnecessary complexity. Firms use us for short-term cover, ongoing overflow, or as a longer-term extension of their team. Whether you need to reduce backlog, improve turnaround times or support sustainable growth, Plus Group is built to flex around your business.
