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

Q&A: Does IHOP Franchise in the UK?

IHOP is an American multinational restaurant chain that specialises in breakfast [...]


CHOOSING A FRANCHISE

These 5 Top Chicken Franchises in the UK Are Finger-Lickin’ Good

Chicken has proven to be the meat of choice for the modern generation. Whether [...]


FOCUS ON BUSINESS SECTORS

Five Start-up Costs to Think About When Opening a Restaurant

Opening a restaurant is an ambitious – yet incredibly exciting – business venture. [...]


FOCUS ON BUSINESS SECTORS

Q&A: Does Ichiran Ramen Franchise in the UK?

Ichiran Ramen is Japanese food restaurant chain that originated in Fukuoka, Japan [...]


CHOOSING A FRANCHISE

Q&A: Does Applebee's Franchise in the UK?

Applebee’s is a US-based casual dining restaurant chain that offers a wide range [...]


FAST FOOD FRANCHISES

0 Comments

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