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Date Updated: 22-May-2018

Money Advice & Planning Ltd UK Franchise

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Money Advice & Planning Ltd, one of the UK’s leading Independent Financial Advisers (IFA’S), is offering Franchisees the support and training required to become a fully qualified IFA and to run their own IFA business.

This unique opportunity provides training to Diploma level, ongoing compliance support, marketing and business development support and a lead generation programme. Everything you need to run a successful IFA business.

British Franchise AssociationThis is an ideal opportunity for those looking to work from home and to have a work/life balance that they want.

Money Advice & Planning is a Full Member of the British Franchise Association

How much does a Money Advice & Planning Ltd franchise cost?

The application fee is £25,000 and that’s it – no monthly fees and no other additions.

Money Advice and Planning financial adviser consultant franchise business opportunity

If you were thinking about getting into financial services but don’t know how or don’t want to go it alone, then why not do this through the MAP franchise.

Doing it this way, means that you can build your own business through the franchise, but with all the help and assistance that the franchise framework can give you.

In our free, non-obligatory prospectus, you can learn more about our exceptional franchise offering

The MAP franchise opportunity

Our franchise concept has been devised such that you spend the bulk of your time client facing, instead of getting bogged down with never ending paperwork.

Money Advice and Planning financial adviser consultant franchise business opportunityOur back office staff deal with the bulk of your administration and that frees you up to concentrate on seeing clients. After all – that is when you earn money.

Our investment procedures are very different from many other IFA firms and we concentrate on maximising client returns within their chosen risk, whilst keeping things simple for clients understanding.

We also review all clients holdings every calendar quarter to give a service that is second to none, and we have received many compliments from our clients because we make their money work hard. This is why we retain about 98% of all our clients – that says it all.

You will stand or fall by the quality of service you give a client, and that’s why we ensure that you are not lacking in this area at all.

Financial information

The application fee is £25,000 and that’s it.

Money Advice and Planning financial adviser consultant franchise business opportunityFrom ongoing earnings, we pay all regulatory fees and insurances that you need to pay. We deduct 40% of income to cover ongoing costs, but this can reduce to 25% subject to monthly turnover.

Main point to make as regards earnings - if you don’t earn – neither do we – so we have an interest in working with you to make things happen.

What we look for in a franchisee

We are flexible in the type of people we look for.  As well as taking on experienced people and trainees, we also welcome those who are new to the industry with no qualifications to join the company.

Money Advice and Planning financial adviser consultant franchise business opportunityThose with experience can start with us and hit the ground running, whilst trainees can be brought in and advanced through to experienced level, which in the industry is known as Competent Adviser Status (CAS).  Finally, inexperienced people can start as Paraplanners and work up to becoming trainees and then from there, onto achieving CAS thereafter. 

In all stages though, franchisees are allowed to deal with clients and therefore impact upon their earnings potential, whilst being helped by MAP to moving onto the next level.

We would also accept mortgage advisers who are willing to work towards being IFAs. They would be deemed competent in mortgage/life products and be introducers in the interim period for other aspects of financial services.  This would allow them to refer cases onto other MAP advisers and earn from them, whilst keeping clients happy. 

Interested and want to know more?

By filling in the form below you will be able to receive a copy of the Money Advice & Planning Ltd prospectus.

This will provide you with more detailed information on the franchise opportunity and allow you to contact them direct with any questions you may have.

This is FREE and non-obligatory; we never share or sell your personal information.

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