Money Advice & Planning

independently operating financial advisors

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Description of franchise system

Become independent

The Money Advice & Planning franchise is the first and only franchise ever for independently operating financial advisors. If you merely want a job as an Independent Financial Adviser, there are plenty of places which will hire you solely because you have the necessary qualifications.

However, if you want to build something for yourself but are afraid perhaps to jump into the big world out there, then why not do both through our franchise route. The Money Advice & Planning franchise provides you with a platform to build and create your own, successful business within a supportive and flexible working environment.

Our concept in doing this is quite simple as we maximize the amount of time that an adviser is actually in front of clients – because that is where he or she is most useful. We also maximize client knowledge, so that when an adviser is in front of a client, they have all the necessary information for this at their fingertips.

Franchise concept

Be supported

The Money Advice & Planning is the first franchise opportunity for financial advisors and it will provide you with excellent earning potential and ongoing support, plus, our business provides you with the opportunity to build something valuable – both for now and for your future. Franchising works on the basis that it is like a 'business in a box'.

Planning is all of the background work to make that happen. Our concept in evolving the franchise model in financial services is quite simple, we aim to maximize the amount of time that you actually spend in front of their clients -and prospective clients. Your job is advising and that is what you should concentrate on. If you are NOT sitting in front of clients – then you are not earning!

We have put in place systems and processes that will allow you to deal with clients almost immediately. We will help you with all of the compliance, administration and back-up services required, thus allowing you to shine and develop into the quality professional financial adviser that your qualifications and time and effort deserve. Those with experience can start with us and hit the ground running, trainees can be brought in and advanced through to experienced level, which in the industry is known as Competent Adviser Status.

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.

Franchise partner profile

Your time is now

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 to join our company. There are no barriers - join us!

Money Advice & Planning

independently operating financial advisors

Open website

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