Reviews of Plus Group. (Financial Consultant) in Liverpool (Merseyside).

Plus Group

7 Reviews

7 Comments

Financial Consultant

Financial planner

Edward pavilion, Clockwise Liverpool Edward Pavillion Royal, Liverpool L3 4AF, United Kingdom

Description

Information of Plus Group, Financial Consultant in Liverpool (Merseyside)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Plus Group

Reviews of Plus Group

A. G.

I have been using PLUS group for paraplanning for the past 5 years. I have always found them to be Professional and efficient and they have helped me to maintain a high standard of Quality of Documentation and Suitability of advice with my Compliance Team. We have found the turn around times are excellent and we are kept informed at every stage of the process. We also like that we tend to be allocated to a small group of para-planners meaning myself and my team get to know the individuals working on our cases very well. I would have no hesitation in recommending PLUS services to colleagues.

P. G.

Our experience of Plus Group has been totally positive. The cases have been allocated swiftly and all the para planners we have experienced have been not only knowledgeable but extremely helpful. We are particularly pleased that we have been allocated the same paraplanner on a number of occasions allowing us to form a great working relationship with them. Peter Greenwood of Greenwood Wealth Solutions.

S. J.

Since our introduction to Plus Group, we have been particularly impressed by the knowledge of their paraplanners, as well as their responsiveness and attention to detail. We will continue to use their services with full confidence going forward.

J. G.

I have, for some time, been considering the value of Cashflow Modelling for a number of my clients, and the option to outsource it to Plus fit nicely within the current demands on my time. I had a Zoom call with ‘Cashflow John’, as he is known at Plus, and his passion for delivering high quality cashflow models is immediately evident. John made the process feel relaxed, straightforward and above all, collaborative. What’s more, he explained the outputs and charts in a client friendly manner and also how to use a couple of useful functions. I would gladly recommend this service as my clients were suitably impressed and I will definitely be using the service again.

g. m.

I’ve been using Plus for several years now. During that time, I’ve found them to be very professional in their dealings with me and my team. The accuracy of their report writing is second to none and they are always available to discuss new cases and how their approach might be mutually beneficial.

P. S.

The personalised service that Plus Group provide me with is exceptional, my clients comment on a regular basis how friendly and efficient Martine is and the whole team at Plus continue to enhance the service they provide.

C. C.

Plus group are invaluable to the day to day running of our business

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