About
Plus Group provides paraplanning, administration and client servicing support to partners and advisers of St. James's Place Wealth Management. Based in Liverpool, its offer covers back office support, report writing, cashflow modelling, marketing and PA support for financial advisers. It works within accountancy and finance across the Liverpool City Region. More detail is held on its own website.
The firm is led by Sue McFarlane, operations manager.
What Plus Group ™ does
- Paraplanning
- Marketing
- Client servicing
- Pa support
- Administrative support
- Drawdown
- Report writing
- Back office support
Questions people ask
- Where is Plus Group ™ based?
- Plus Group ™ is based in Liverpool, in the Liverpool City Region.
- What does Plus Group ™ do?
- Plus Group ™ works in accountancy and finance. Plus Group: back office and paraplanning support for financial advisers in Liverpool, Liverpool City Region. Its services include paraplanning, marketing, client servicing, pa support, administrative support, drawdown, report writing and back office support.
- How can I contact Plus Group ™?
- Via its website at plusgroup.org.
- Who runs Plus Group ™?
- Sue McFarlane is listed as a contact for Plus Group ™.