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.
Sophie Cole, Point Franchise ©
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