Brokerplan Franchise

Brokerplan Franchise – Start Your Commercial Finance Broker Career

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Min. investment


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Total investment


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Funding support

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Franchise Fees


What Is Brokerplan?

Brokerplan was founded by the White Rose Finance Group – a commercial finance and debt advisory practice. Brokerplan’s mission is to provide expert training and support to aspiring commercial finance brokers.

Take one of the franchise opportunities the brand is offering and you’ll be able to create your own brokerage business.

The Services Franchisees Can Offer

Should you be accepted into the Brokerplan franchise network, you’d be able to offer a range of financial services in cooperation with the brand’s 250 partner lenders. These include short-term or bridging finance, asset leasing, commercial and business funding to facilitate expansion, buy-to-let funding and so much more.

There Are Five Different Brokerplan Franchise Options

The packages include Associate Financial Consultant, Accountant Plus, Professional, Business Partner and Business Owner. You must select the option that suits your current skill set and financial situation. Each model includes differing levels of support and training. But regardless of which one you decide upon, you’ll still be able to find and take numerous business opportunities and quickly get a full return on your investment.

You’ll market your enterprise and reach out to potential clients. You’ll then be expected to provide high-quality financial services that are compliant with current FCA regulations. Don’t worry – you’ll be trained to do this.

Worried about finding a suitable office to run your franchise out of? This isn’t strictly necessary as you can be home based. Although if you go down this route, it’s highly recommended that you have a fast internet connection and high-quality computer.

Suitable Applicants

The majority of the professional services franchise opportunities that Brokerplan offers require no prior experience in the industry. The Professional package being the sole exception. Nonetheless, you’ll still need to show that you’re enthusiastic, driven, and at least have some familiarity with numbers.

What You’ll Need to Pay

A Brokerplan franchise costs between £5,995 and £29,995, depending on the package you choose. The associate financial consultant model is the most low cost option. While the business owner package is the most expensive. Your income share will range between 25% and 100%, again based on what option you decide upon.

All packages include training, an operations manual, a customised business document suite, ongoing support from a development manager and more.

From your third year onwards, you could make approximately £150,000 in revenue per annum. However, exact figures cannot be guaranteed and your personal earnings will be dependent on how effectively you implement the Brokerplan business model.

If You Want Funding…

You’ll need to go to a major bank and ask for a loan, as Brokerplan currently doesn’t offer direct financing to prospective franchisees. But it’s highly likely that your request will be approved. Why? You’ll be joining one of the most successful services franchises in the industry, for a relatively low price. What’s more, the potential returns on your investment are large. Rest assured that the money lender you approach will take all of this into account.

An All-inclusive Induction Programme Followed by Ongoing Support

Before you take over your services franchise, you’ll take a business training course that lasts for two to four days, depending on the package you chose. Over the course of this programme, you’ll learn the fundamentals of the operation. This will encompass, but won’t be limited to, Financial Conduct Authority regulations and compliance requirements, administration essentials, marketing your business, case management, daily procedures, planning and forecasting and so on. After you’ve completed this training, you’ll still have the opportunity to learn more through the company’s regular industry update sessions. These are free to attend and held between four and six times every year.

How will Brokerplan support you after you open your doors? You’ll be sent invaluable resources such as a full directory of partner lenders as well as case tracking software which will enable you to manage your customers and hold online conferences with ease. The company will also ensure you have the relevant FCA registration in addition to compliance and regulatory support. Don’t forget, you’ll have Brokerplan’s underwriters and dedicated case management team in your corner at all times.

Take This Franchise Opportunity Today

If you’re contemplating pursuing this franchise opportunity, send an enquiry and request further information. It’s easily done – fill out this form and submit it. It will take just seconds.

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