PlanHappy has a bright future at Point Franchise

Joslin Rhodes franchise
Joslin Rhodes

Joslin Rhodes franchise is a Lifestyle Financial Planning process for IFA’s, (or people interested in becoming an IFA) that combines life coaching, financial planning and financial advice into one holistic, ongoing service.

Request information
Read more
Published on

PlanHappy offers a unique lifestyle planning service – could it be the perfect franchise opportunity for you?

Point Franchise is delighted to welcome PlanHappy to its network of varied, financially rewarding franchises. The finance franchise offers a unique planning service that combines the traditional services of an IFA with holistic guidance to help its clients plan both their future finances and future life goals. We’re so pleased to introduce the franchise and can’t wait to see it grow its UK network.

PlanHappy touts itself as a Lifestyle Financial Planning process that offers those already operating as or looking to become Independent Financial Advisors (IFAs) the chance to provide a complete guidance service. In addition to offering sage financial advice, PlanHappy’s franchisees help clients plan out their lifestyle and future to ensure financial security and health in all aspects of their lives. Services include complete retirement lifestyle plans, which can help cost for retirement plans to help people budget, as well as traditional financial advice.

PlanHappy is fully authorised and regulated by the Financial Conduct Authority (FCA) and has permission to advise on a wide range of complex financial matters. Each franchisee will be supported by a team of more than 60 people, including client services, client onboarding, business support and marketing teams, to ensure that their business gets off to the best possible start.

You’ll also get plenty of assistance with things like financial modelling, regulatory registration and compliance set up, FCA fees, professional indemnity insurance, back office financial work and administration to allow you to concentrate on building your client base.

PlanHappy franchisees don’t need to come from a financial services background, as the only requirements are a love of learning and a genuine interest in helping people plan their financial futures. The franchise has more than 10 years of experience helping people with their finances and is now looking to expand across the UK.

Did you enjoy this article? Please rate this article
Average rating 5/5 based on 4 vote(s)
These articles may interest you

8 Effective Cost Cutting Strategies for Franchisees

Joining a franchise business can involve a significant investment, and whether [...]


How to Start Your Own Storage Business

Rising numbers of us are needing to use the services of a storage business. Ever [...]


9 Effective Cost Cutting Strategies for Franchisors

In today’s economic climate, it’s more important than ever that business owners [...]


Q&A: Does Marriott Franchise in the UK?

Marriott is one of the biggest hotel brands in the UK, with an extensive network [...]


Why is a Proven Business Model So Important in Franchising?

At Point Franchise, we talk about ‘proven business models’ a lot, but what does [...]



post a comment

The Comment will be public. If your are interested by this Franchise, please fill out your personnal details on the request information form.

Characters remaining: 250