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Did you know?
Brokerplan has an expected revenue of £150,000 after 2 years!
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Brokerplan is a large and growing commercial finance network
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Minimum Investment


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Business Type

Business & Professional Services

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Funding Support


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Total Investment


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Franchise Fees


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Expected Revenue After 2 Years


In Brief

Fast-track entry to lucrative sector – turnkey opportunity with potential for over £100,000 revenue in the first year. Work from home with just a phone and the business launch package provided. Generate income in weeks - multiple revenue streams include insurance, mortgages and equity release. No annual renewal fees - 12-month contract can be extended up to 10 years. Fully compliant business – FCA registration included and case management team ensure regulations are met.

About Brokerplan

Brokerplan is a large and growing commercial finance network created and supported by The White Rose Finance Group, which is a Financial Conduct Authority principal broker and has been trading successfully since 2004.

The Brokerplan network is open to professionals who would like to generate income by identifying small and medium-sized businesses and property professionals who have a need for commercial finance from £10,000 to £25m.

Funds are sourced from a portfolio of almost 300 UK lenders, including all the high street banks, as well as tier two and tier three lending.

Away from the high street, lenders include merchant banks, asset finance companies, buy to let specialists, challenger banks, peer 2 peer, fintech and private funds.

Core financial products include:
• Commercial mortgages.
• Property development and refurbishment funding.
• General working capital loans and short-term facilities (including unsecured).
• Cash flow funding, including factoring and invoice discounting.
• Commercial finance for buying trading businesses.
• House in multiple occupation and buy to let funding.
• Bridging finance, VAT funding and auction funding.
• Portfolio funding and second charge loans.
• Revolving credit, virtual overdraft and alternative funding options.

How does the Brokerplan franchise model work?

Brokerplan is not a traditional franchise as such: there are no recurring franchise fees or management charges and all commissions are payable based on the package selected.

Business owners and business partners operate on an unrestricted territory basis, while associate consultants are given a protected territory, but are able to generate business across the UK.

The only ongoing costs are monthly support fees of £75-£150 - depending on the package selected - and cover a comprehensive range of services, including National Association of Commercial Finance Brokers membership and FCA compliance.

Services include website and email hosting, domain renewal and technical support, as well as the day to day support services of the marketing, case management and business development teams.

The Brokerplan programme can be successfully implemented from home. Efficient telecommunications and IT are essential to ensure you can build and operate a commercial finance broker business.

As an associate financial consultant, you will operate as a registered individual under one of the Brokerplan brands.


What locations or territories is Brokerplan looking to operate in?

There are opportunities throughout the UK.


Why is Brokerplan a good investment?

First and foremost, Brokerplan is a turnkey and scalable fast-track gateway into the substantial and expanding world of business and property finance.

Most Brokerplan franchisees see healthy returns from a modest investment within the first three to four completed cases and for hard-working, committed professionals six-figure revenues are a realistic potential within the first one to two years. The potential exists to achieve returns of £100,000-plus on just a single transaction.

Multiple revenue streams can be generated by offering ancillary products, such as business and personal insurance; a variety of mortgages for both business and personal clients; equity release for the over-55s, who may wish to help and support children or grandchildren; and pension-led funding.

In addition, franchisees are supported by a team of skilled underwriters and a dedicated case management team. This means they can get on with building and maintaining client relationships, confident that all the necessary compliance and regulatory responsibilities are in order.

Brokerplan has full membership of the National Association of Commercial Finance Brokers and representation on its board, establishing its position as one of the top commercial finance brokers in the country.

Did you know?
Brokerplan has an expected revenue of £150,000 after 2 years!
Request free information in just 60 seconds!
Take the first step in becoming your own boss!
By sharing your email, you're agreeing to our privacy policy, cookie policy and terms & conditions.

Where in the UK is the Brokerplan franchise based?

The Brokerplan head office is in Selby, North Yorkshire, where all business launch training takes place over two or four days, dependent on the chosen package.


What support and training do Brokerplan franchisees receive?

While no financial services experience is necessary, integrity, professionalism and the ability to build relationships, as well as a good grasp of numeracy, are essential fundamentals for success.

A comprehensive training package includes product knowledge, marketing and lead generation, networking skills, social media and email marketing guidance, as well as case submissions, regulation and compliance.

New franchisees receive a full business launch package, ensuring they’re ready to start trading as soon as they have their own workspace with phone and computer set up and ready.

Network partners receive ongoing marketing and business development support, along with a wide range of resources, including email addresses, business cards, a full document suite, their own website and access to the full partner lender directory.

Case tracking is possible via Brokerplan’s case management system, which allows partners to communicate with their clients seamlessly and professionally. Partners are able to use conference call facilities, which allows franchisees to hold meetings with clients and lenders nationwide.


What are the franchise terms of agreement and renewal?

The standard contract lasts for 12 months, although this can be extended up to 10 years by agreement. There are no renewal costs.


How in demand are finance and brokering services right now?

The UK has more than five million small and medium-sized enterprises looking for funding, many of whom do not satisfy the lending criteria of the high street banks, so there is a constant demand for professional finance services.

High street banks’ lending criteria remain stringent, but with significant amounts of liquid capital in the market the opportunity is there to match demand with supply.

The ongoing shortage of affordable housing, retailers experiencing a seismic shift and the constant redevelopment of urban areas means there are countless lucrative funding requirements in support of the ever changing property market.

With high street banks either unable or unwilling to step outside their risk averse criteria when it comes to business and property, clients are currently more likely to approach a broker for commercial finance advice than ever before.


How can I get started on setting up my own business?

You can obtain a free copy of the Brokerplan prospectus by contacting the company, or clicking the ‘Submit Enquiry’ button on this page. This provides detailed information about the opportunities available.

Interested parties can contact Brokerplan direct with any questions. All such enquiries are treated as non-obligatory and the company will never share or sell personal information.

Following an initial informal telephone discussion, the formal process of joining the Brokerplan network starts with a discovery session (webinar attendance may be possible).

This gives details about how to tap into the earning potential of a Brokerplan franchise and each of the franchise packages will be explained in more detail.

Should you decide to proceed, you will be registered with the FCA and provided with the training and support required to establish and build your own practice. Brokerplan continues to support franchisees with access to regular training and Continuing Professional Development seminars to build knowledge and confidence.

From your initial enquiry, it is possible to be trading as a finance broker within a few weeks.

To find out more or to request further information on franchising with Brokerplan, click the ‘Send Enquiry’ button now.

Enquire Now

Send a free enquiry to Brokerplan for further information!

Enquire Now

Send a free enquiry to Brokerplan for further information!

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