--- title: Apollo Private Wealth and Plus Group, the perfect combo --- [Skip to content](https://contact.plusgroup.org/apollo-private-wealth-and-plus-group-the-perfect-combo#main-content) [![plus group logo](https://contact.plusgroup.org/hs-fs/hubfs/MicrosoftTeams-image%20(16).png?width=130&height=71&name=MicrosoftTeams-image%20(16).png)](https://meetings.hubspot.com/suzanne-gibbard) ![menu-toggle](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-toggle.svg) ![menu-close](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-close.svg) # Hi Nauman, Andrew and Saira, nice to meet you, I'm Suzanne. At Plus Group, we're all about the details, which is why I took the time to create this page for you and the team at Apollo Private Wealth**.** [Book A Call](https://meetings.hubspot.com/suzanne-gibbard/book-a-meeting) ![suz](https://contact.plusgroup.org/hubfs/suz.png) ![Screenshot 2023-07-04 164229](https://contact.plusgroup.org/hubfs/Screenshot%202023-07-04%20164229.png) ##### A personalised message for you, ## Nauman, Andrew and Saira **Click play to watch** [Book A Call](https://meetings.hubspot.com/suzanne-gibbard/book-a-meeting) ## How ![MicrosoftTeams-image (16)](https://contact.plusgroup.org/hs-fs/hubfs/MicrosoftTeams-image%20(16).png?width=150&height=82&name=MicrosoftTeams-image%20(16).png "MicrosoftTeams-image (16)") ## can support ![Apollo](https://contact.plusgroup.org/hs-fs/hubfs/Apollo.png?width=500&height=157&name=Apollo.png "Apollo") ##### We can support you with ## Exceptional Paraplanning We've been providing Paraplanning support of the highest quality exclusively to SJP Practices for 10 years and our team achieve some of the highest QoD scores in the Partnership. **Click the slides to find out more** [Book a call](https://meetings.hubspot.com/beverley-marshall) [Find out more](https://www.plusgroup.org/sjp-paraplanning-support/) ![Screenshot 2023-06-28 at 16.52.18](https://contact.plusgroup.org/hubfs/Screenshot%202023-06-28%20at%2016.52.18.png) ##### Software ## Fluid. The ultimate Paraplanning Case Management system When we set out to build Fluid some 7 years ago, we built it with a deep understanding of what SJP Practices want from a Paraplanning Case Management System. So I am excited to show you what it can do and why so many other Practices choose Fluid.  **Click the video to find out more** [Book a demo](https://meetings.hubspot.com/suzanne-gibbard) [Find out more](https://www.plusgroup.org/fluid-app/) ##### Obtaining Info ## Our Chasing & Checking team are experts at gathering information  With a team of 15 specialists, we work with Practices like Apollo Private Wealth to help speed along the process. **Click the slides to find out more** [Book a call](https://meetings.hubspot.com/beverley-marshall) [Find out more](https://www.plusgroup.org/chasing-service/) ![Screenshot 2023-06-28 at 16.54.47](https://contact.plusgroup.org/hubfs/Screenshot%202023-06-28%20at%2016.54.47.png) ##### Software ## Sisoma. Your very own social media assistant, for just a fraction of the cost.  A tool to help you and your team grow both your business and personal brand on social media, requiring as little as 20 minutes per week. **Click the video to find out more** [Book a demo](https://meetings.hubspot.com/plusgroup/book-a-meeting-with-mark-lamb) [Find out more](https://www.plusgroup.org/sisoma-app/) ##### Show the value of your advice ## Bring the future in to the now, with Cashflow Modelling. Our in-house expert, Cashflow John, prides himself on being able to simplify the often complex, meaning your clients can see what life is like with, and without you. **Click the slides to find out more** [Book a call](https://meetings.hubspot.com/john-whitehead) [Find out more](https://www.plusgroup.org/sjp-cash-flow-modelling-support/) ## What SJP Practices say about Plus Group ![Dan Healey Image](https://contact.plusgroup.org/hubfs/Dan%20Healey%20Image.png) “It’s hard to pick a favourite feature as we use everything within Fluid.  But if pushed, we think that seeing how many cases you’ve got at a glance is especially useful. And the fact you can filter cases by name or Adviser is a quick win! We also appreciate being able to gauge how busy each Paraplanner is.” Daniel Healey, Managing Director ![Capstone Logo](https://contact.plusgroup.org/hubfs/Capstone%20Logo.png) ![Mark Jones Image](https://contact.plusgroup.org/hubfs/Mark%20Jones%20Image.png) "Fluid has been very useful in allowing us to allocate cases to our paraplanners and allow us to keep track of the cases at all times. The workflows have also been very beneficial for us to see the stage of each case. This has allowed all members of the practice to track their cases including the advisers and support staff. This has been beneficial for the advisers to update their clients also and allows us to manage expectations as a practice." Mark Jones, Director ![Hadlow Edwards Logo](https://contact.plusgroup.org/hubfs/Hadlow%20Edwards%20Logo.png) ![Richard Balaes, AAG](https://contact.plusgroup.org/hubfs/Untitled%20design%20(5).png) “Plus Group have been providing exceptional Paraplanning support to our Practice since 2019, becoming an integral part of the team. They have a wealth of knowledge across different advice areas and can help with even the most complex of cases. I would always be happy to recommend Plus and their services to other SJP Partners & Advisers.” Richard Balaes, Principal Partner ![AAG Logo](https://contact.plusgroup.org/hubfs/Untitled%20design%20(8).png) ![Janine Edwards Wealth Management Image](https://contact.plusgroup.org/hubfs/Untitled%20design%20(9).png) “John is incredibly skilled, with true expertise in the field of cashflow planning.  He has helped us with many clients, always accurately and expertly. He has also attended client meetings with us, where he is engaging, patient and always ‘at the client’s level’.  Without doubt, he has helped us to secure business by adding huge value to the financial planning we complete for our clients.” Janine Edwards Wealth Management ![Janine Edwards Wealth Management Logo](https://contact.plusgroup.org/hubfs/Untitled%20design%20(7)-1.png) ![Sandro Forte Image](https://contact.plusgroup.org/hubfs/Untitled%20design%20(10).png) "Using other firms, we had become frustrated with the inconsistency of outputs and overall service. Moving our paraplanning to Plus Group was a game-changer. Despite the size and complexity of 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." Sandro Forte, Principal Partner ![Forte Financial Logo](https://contact.plusgroup.org/hubfs/Untitled%20design%20(13).png) [![MicrosoftTeams-image (16)](https://contact.plusgroup.org/hs-fs/hubfs/MicrosoftTeams-image%20(16).png?width=300&height=165&name=MicrosoftTeams-image%20(16).png)](https://www.hubspot.com/) We provide services & technology solutions tailored exclusively to the SJP Partnership. - - - - ###### Get In Touch 0151 559 1332 [hello@plusgroup.org](mailto:hello@plus) Copyright © 2023 Plus Group [Privacy Policy |](https://www.plusgroup.org/privacy-policy/) Terms & Conditions