Hi Ian and David,
nice to meet you, I'm Suzanne.

“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.”

"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."

“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.”

“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.”

"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."