Our Concept

The Money Advice & Planning franchise is the first ever franchise available for independent financial advisers. It provides IFAs with an excellent platform to create and build their own business by way of a flexible and supportive working environment. It also provides the possibility of real earnings potential.

Our concept in evolving the franchise model in financial services is quite simple:

We aim to maximise the amount of time that IFAs actually spend in front of their clients (and prospective clients).
Your job is advising and that is what you should concentrate on.
We have come up with a solution that allows you to do this.

Our statistics show that we get 60% of business from existing clients and a further 20% through referrals from those existing clients. Ignore your existing clients at your peril!

Merely joining a network may not bring the benefits to you that your business needs because all a network will do is put you in a position whereby you can do business. You still need to plan and organise all of the functions of a business - administration, selling, marketing, budgeting and management - and no network will support you with any of these.

Franchising works on the basis that it is like a 'business in a box', and what we at Money Advice & Planning do is all of the background work to make that happen.