Franchising details
Comprehensive Independent Financial Advice Network
Money Advice & Planning Ltd (MAP) operates as the UK’s sole network of Independent Financial Advisers (IFAs), offering expert advice on investments, pensions, insurance, tax planning, mortgages, and equity release. Franchisees provide personalized financial planning by understanding each client’s current situation and future aspirations, crafting bespoke solutions to fit individual requirements.
Franchise advisers benefit from unrestricted advice capabilities, supported by MAP’s robust systems and processes including a regularly updated recommended funds list and a multi-fund investment approach aligned to clients’ risk profiles. Clients enjoy transparency and ongoing engagement, with quarterly fund reviews and real-time portfolio access via an online portal.##### Franchise Model and Operational Support
MAP’s franchise model is designed to allow advisers to spend approximately 85% of their working hours directly with clients while MAP handles the complex back-office functions such as sales support, marketing, administration, compliance, and investment management. This “business in a box” concept ensures advisers can maximize professional time and revenue potential.
Franchisees receive strong administrative assistance including application processing, compliance oversight, and commissions management. Specialist advice backup is available for complex client cases such as pension transfers and inheritance tax planning. IT support and localized marketing help are provided to facilitate business growth and market penetration.##### Investment, Earnings, and Marketing Support
The initial financial commitment for a MAP franchise is around £10,000, including a £7,000 franchise fee and necessary operational expenses, such as the use of a vehicle to visit clients. Commission on sales ranges between 25% to 40%, determined by monthly earnings. MAP pays advisers’ Professional Indemnity Insurance, regulatory fees, and other compliance costs from this.
Marketing support is tailored and initially focused on establishing a client base via local advertising, mail campaigns, and digital presence on the MAP website. Once established, franchisees find that 60% of income derives from existing clients and 20% from referrals, with ongoing marketing efforts aimed at reinforcing these relationships to ensure sustainable business growth.
Franchise costs and details
Training and support
Money Advice & Planning provides comprehensive training and ongoing support for franchisees, including assistance for those working towards IFA qualification through diploma-level education. Support encompasses compliance checks, specialist advice backup, marketing help, and IT support to ensure franchisees can operate professionally and confidently.
