Brokerplan Mortgages and Insurances franchise

Min investment


Brokerplan Mortgages and Insurances franchise

Together we build your future

Build your career as a mortgage, finance and protection specialist, opportunities available for both experienced and new advisors. Competent Advisor Status provided within the package.

Minimum investment

Funding support

Total investment

Franchise fees

Business type

Expected revenue after 2 years

Minimum investment

  • Operating fee:
    From £249 per month
  • Advertising fee:
  • Royalty fee:
  • Average floor space:

About Brokerplan Mortgages and Insurances

Brokerplan Mortgages and Insurances Franchise Group

Enter a huge market (£1.6 trillion) and become a self-employed Mortgage Broker and have a full access to a suit of Regulated and Insurance products through our Brokerplan academy.

You can choose to face the market under the Brokerplan Mortgages and Insurances brand (RI – Registered Individual Status) or under your own brand name (as an AR – Appointed Representative Status).

You will need a CeMap qualification to advise on Regulated products.

The Brokerplan Academy is a compelling opportunity for ambitious professionals looking to generate significant income from the Financial Services Industry.

Established in 2004, our experienced team bring decades of collective experience from across the sector, we provide all the tools you need to succeed.

With our support and wide range of broker packages there is an option for everyone from novice to expert.

You can join Brokerplan (Mortgages and Insurances) from just £9,995 (with investment options ranging up to £25,999), with the potential to generate six-figure earnings within your first year.

What is it like to operate under 






    In this video, our pilot franchisee Joy Dowell explains how she found her journey from Bridal shop operator to full-fledged mortgage broker under the YMP brand (3min watch).

    No experience necessary!

    Become a residential mortgage & protection broker

    • White collar, professional, career for life business opportunity
    • Proven profession, mature sector, current broker shortage
    • Huge, uncapped income potential (Average Case Earnings £1.5k – Join the 1 a day club!)
    • Genuine whole of market opportunity inc high street banks & building societies
    • Huge repeat market – 11 million mortgages, refinancing every 2-5 years
    • Growing Market
    • No financial services experience or previous qualifications necessary
    • Compliance guidance and support provided
    • Branding and marketing collaterals provided
    • Source and submit cases directly to lenders utilising our CRM/sourcing systems
    • Initial investment from £9995 which includes support with website (if going at the market under own brand), registration to the FCA, full training in our office, ongoing support, access to systems, Compliance support.


    Don’t have CeMap?

    There are a few ways to obtain your CeMap qualification one being directly with the LIBF. 

    Hear how our pilot franchisee Joy Dowell found studying for and taking the CeMAP exams, by watching the video below (1min watch).

    Build on our success:

    Why choose 






      • Part of the multi award-winning White Rose Finance Group – trading since 2004.
      • Flexibility to choose when and where you work
      • Ability to operate under your own brand if preferrable
      • FIBA membership and executive committee representation
      • Full membership of whole of market mortgage club
      • License for state of the art sourcing system to guarantee best rates and terms for your clients
      • Full training provided on systems, lead generation, networking skill, sales techniques, and deal processing
      • Mentor support to get you active and business generating
      • Website, lead generation and marketing support provided
      • Back office team providing full client case packaging support
      • LIBF accredited for training Additional income – Keep

      Additional income opportunities

      • Life insurance, critical illness cover, income and mortgage protection included
      • Buy-to-let mortgages
      • Indirect access to wills & trusts, commercial finance & commercial insurance
      • Indirect access to a full suite of commercial SME & property finance via referral
      • Additional referral (non-advising) opportunities include R&D tax reclaims, capital allowances, car finance and leasing

      Like what you’ve seen so far?

      Make an enquiry and one of our friendly team will be happy to answer any questions you have.

      You are also welcome to attend our free, no-obligation discovery sessions, which are held monthly. The session will allow you to visit our offices, meet key members of the team and to find out more about our business and how you could become one of our network partners.

      Complete the enquiry form below and a member of our friendly team will be in touch.