Set up in 2003, Castle Court Consulting is an adviser practice with a prestigious client bank, including famous sports stars and musicians, along with a core client base of local entrepreneurs.

First Service Financial was established in 2001, offering specialised advice for members of the armed forces, as well as being a GP IFA and Pension Transfer Specialist. In 2008, First Service decided to move from network membership, and was authorised as a directly regulated firm, with the need to manage commission directly with product providers and provide regular reports to the FSA. As a result of this strategic shift, First Service Financial needed high quality back-office software to ensure that all of its client information could be accessed, managed and edited easily.

James Ryan Thornhill is one of the UK’s leading independent financial advisers and insurance brokers, formed by a management buy-out of an established insurance broking firm in 2000. Based in Nottingham, the company prides itself on giving clients the best advice through a high-quality service. JRT is a fully independent firm of financial advisers and insurance brokers, and the company prides itself on using the most up-to-date technology and software to research the entire marketplace - finding the best insurance and financial products for its clients’ individual requirements

Lambert Roper & Horsfield are a Halifax based firm of Chartered Accountants who can trace their history back more than 70 years. Bach, Lambert & Co was formed in 1935. Keith Roper, who had previously worked for Frank Lambert, was invited to merge his own fledgling practice in 1952, thus forming Lambert, Roper & Co. In 1960, Mr Horsfield joined the firm and then a few years later, Mr Lambert retired. In 2005 the firm took over a local sole practitioners business which practically doubled the client database and measures were put in place to expand not just the teams but the filing system as well.

We have been using Plum for 7 years now. Over the years, we’ve used more and more of Plum Software’s capabilities, as our knowledge and comfort levels with the system have increased.

Established 24 years ago, J L Fisher Financial Services Ltd is a successful general IFA firm with three registered IFAs and a team of administrative support providing high quality advice to its clients, with offices in Hereford and Gloucester.

With Plum you get comprehensive software, and a provider that listens and offers top quality support.

Mosaic Mortgages is a firm of specialist mortgage advisers based in Harrogate. Just under a year ago, they realised they required a technology system that could help improve efficiency, both in terms of reducing administration and the dependence on paper and secondly, to keep a better track of new business.

When Graham Holtby joined Jemmett Burn, Chartered Accountants in Grimsby to set up a new financial services department he found himself faced with a green-field site. Right from the beginning he decided it was essential to ensure that there was an effective back office system on which to build the business.