Join the UK’s Number 1 Commercial Finance Network with Brokerplan

12/05/2018 08:00 | Start a business

Brokerplan franchise

A Unique Opportunity to Launch Your Own Commercial Finance Brokerage

£4,995 Minimum investment
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The Brokerplan Network was established in 2004 and operates under the brands, White Rose Finance and Acumen Finance. Well respected in the commercial finance industry, Brokerplan is a full and active member of the National Association of Commercial Finance Brokers (NACFB) and provide the relevant Financial Conduct Authority (FCA) regulatory and compliance training and support to all Network Partners.

Becoming a Brokerplan Partner will enable you to provide a range of financial products and services to small and medium-sized businesses throughout the UK. Any form of commercial finance commercial mortgages, working capital and general business loans, bridging, development funding, buy-to-let mortgages and invoice financing are sourced from over 250 Partner Lenders. Brokerplan has developed robust working relationships with these lenders allowing you to provide your clients with a whole of market financial service.

If you’re interested in joining this growing finance franchise, then here is some more information about how you can become involved.

What’s required?

Just because this is a finance franchise opportunity, it doesn’t mean that you need to have previous financial services experience or even any formal finance qualifications. Brokerplan place more emphasis on awarding franchises to candidates that act with integrity, have strong business ethics, are enthusiastic and have a passion for building a profitable business.

You’ll receive all the training you need when you become a Network Partner. Brokerplan will provide product training, make sure that you’re compliant from a regulatory perspective and offer you all the ongoing business support that you require.

You don’t even need to make any expensive rental payments every month as this opportunity is a home-based franchise which can be run on a part-time or full-time basis. This makes Brokerplan an ideal opportunity for a wide range of entrepreneurs. From first time franchisees to existing business professionals that want to increase the services they offer their clients.

What’s even better is that this is a franchise with low investment options. Depending on your personal and operational ambitions, you can choose to invest in one of five business packages.

Business package options

To meet the needs of all prospective Brokerplan Partners, there is a business package to suit everyone. Here are some more details about each of the packages available

Business Owner
Cost: £23,995

The Business Owner option is intended for franchisees who want to build a full-time career as a business finance specialist. Rather than starting an independent business from scratch, this package will allow you to quickly establish your own independent commercial finance practice under your brand name.

The main benefit of the Business Owner package is that you’re able to build your own business, and confidence, as a commercial finance specialist while enjoying the business and compliance support of Brokerplan. This comprehensive package will provide you with everything you need to launch your business straight after you’ve completed your initial training and continues to provide you with practical business support as well as giving you access to Brokerplan’s Partner Lender directory when you’re up and running.

Business Partner
Cost: From £12,995

If you'd rather start your finance franchise under your own business brand, the Business Partner package could be for you. You get to work in a formal Business Partnership with the Brokerplan consultancy team and, if you’re just starting out, you’ll get help with branding, marketing and your business launch.

This opportunity is ideal for those who want to have responsibility for all front-end client management, but with the support of Brokerplan’s consultancy team who provide full case management. This option is also a franchise with a low investment compared to the complete Business Owner package, yet you still benefit from a 70% share of the total fee and commission income generated on all successfully closed business cases.

Cost: Entry £4995, Bronze £6,995, Silver £8,995, Gold £9,995, Platinum £11,995

The Associate programme is aimed at individuals want to work as a fully trained and supported Associate operating under one of Brokerplan’s established brands (either White Rose Finance or Acumen Finance).

This flexible option is a home-based franchise that can be run on a part-time basis alongside a full-time career as a source of additional income. You’ll benefit from an established brand and the support of the Brokerplan model. There are also several entry levels available depending on your budget.

You’ll receive up to 60% of all net fee and commission income generated on your cases. The commission level paid will change based on your chosen entry level.

Accountant Plus
Cost: From 15,495

This package has been created specifically for existing accountants, tax professionals and bookkeepers who want to extend the range of services that they offer their client base.

You’ll earn 65% commission on the total case income which has no upper limit.

Cost: Dependent on your experience and the amount of support you need

If you’re an existing commercial broker and have a desire to run your own commercial brokerage, you can choose to be a Brokerplan Appointed Representative (AR).

By investing in the Professional package, you'll benefit from the full support of the Brokerplan Network team, including case support and locum cover. You’ll also have access to Brokerplan’s 250 plus Partner Lenders.

The cost of registering as a Brokerplan AR can be negotiated as your experience will be taken into account. Ongoing support costs are just £150 per month, and you’ll receive commissions up to 85% of your total case income.


Regardless of which business packages you choose you’ll still receive comprehensive training and support for your launch. Depending on which package you’ve selected you’ll attend a two or four-day training course which will cover the following:

  • Compliance with FCA regulations
  • Extensive product training
  • Marketing, website and brand development
  • Lead generation techniques
  • Lender Partner directory
  • Case underwriting essentials
  • Case management tips
  • Pre-launch support
  • Business planning, forecasting and budgeting

This Brokerplan opportunity offers you the chance to buy a franchise with low investment requirements. It doesn't matter which business package you choose; you'll be provided with the skills and knowledge to own and operate an affordable, profitable and home-based franchise. For many budding entrepreneurs, this ticks most of their boxes. So, could this be the franchise opportunity for you?

Brokerplan finance franchise information

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