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Plus Group

 Accounting / Posted 2 weeks ago by Plus Group / 6 views / New

Plus Group was developed to relieve some of the operational pressure that many financial advice firms face, whether the pressure is paraplanning related, client servicing orientated or ongoing regulatory oversight and development. With countless experience, the Plus Group team have assisted hundreds of advisers in providing seamless transitions and continuity of service to their clients. With the capability for real time tracking and use of a modern case management platform, we help firms of all sizes run more efficiently, remain compliant and focus on client outcomes without concern for internal logistics.

  • Listing ID: 65201
Contact details

2nd Floor, Queen Insurance Buidling 24 Queen Avenue, Liverpool, Merseyside L2 4TZ, GB Show phone number hello@plusgroup.org https://www.plusgroup.org/

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