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Franchise ID: FRN10061

PlanHappy

PlanHappy offers a supported pathway to build an independent financial planning business with training, technology, flat fees, and specialist operational support.

Territory Information

Location:
Bristol
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Franchise Fee £4,995 set up followed by £300 pm license fee
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Total Investment On request
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Minimum Investment On request
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Available Locations United Kingdom
schedule
Breakeven Time 6 Months
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Lifestyle Full time, Part time, Work from Home
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Management Type Owner Managed
history
Franchising Since 2001
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No. of Outlets 1
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Franchise Presence National

Your Next Move Could Be Your Biggest Yet

From your first Financial Planning exam to your name above the door.

What if you could have more control over your time, your income and your future?

With PlanHappy, you can Learn, Earn and Build your own Financial Planning business, even if you've never worked in the profession before.

We'll give you the training, technology and specialist expertise to help you get there.

Why Choose PlanHappy?

  • Your business. Your brand. Your clients. Our support. – You're in control of your own Financial Planning business, the relationships you build and the value you create.
  • A complete Financial Planning 'Business-in-a-Box' – Our proven processes, tools and technology are packed and ready to go, so you don't have to start from scratch.
  • Low set-up costs – Get your Financial Planning business up and running for less than £10,000.
  • Flexible, pay-as-you-use pricing – Pay for the support you use as your business grows, without giving up a percentage of your revenue.
  • A proven business model – Benefit from our experience of running a successful Financial Planning business and helping thousands of clients plan for their future.
  • Training and qualifications – Gain the professional qualifications, skills and experience needed to become a Financial Planner, with structured learning and mentoring.
  • Flexible working and earning opportunities – Work towards the life and lifestyle that makes you happy too.

A Growing Opportunity in Financial Planning

The Financial Planning profession needs new people. And there's a big opportunity for those ready to join it.

1 in 2 UK Financial Advisers plan to retire within the next five years, while 1 in 5 consumers have struggled to find a Financial Adviser when they needed one.

And with over 12 million UK adults holding more than £10,000 in savings but receiving no financial advice, there's a huge market of potential clients.

There's good earning potential too. Financial Planners typically earn around £70,000 a year, while PlanHappy Partners have the opportunity to build their own businesses turning over £500,000 or more.

Your Financial Planning 'Business-in-a-Box'

Everything you need to build and grow your own Financial Planning business. Packed and ready to go.

Why do it the hard way when you don't have to?

Our ‘Business-in-a-Box’ brings together everything we've developed and refined over 25 years of running our own Financial Planning business, Joslin Rhodes, including:

  • Proven PlanHappy Lifestyle Financial Planning Process – A tried and tested approach to delivering scalable and repeatable Financial Planning services.
  • All-in-One Technology and Platform – Integrated systems to help you manage your clients and deliver your service.
  • Compliance Expertise – Specialist knowledge to help you meet your regulatory responsibilities.
  • Administration and Paraplanning – Experienced support to help you manage client work and keep your business running smoothly.
  • Marketing and Lead Generation – Ready-made tools and campaigns to help you attract and convert new clients.
  • Business Guidance – Practical advice and expertise as you establish and grow your business.

You concentrate on building client relationships and delivering great Financial Planning. We'll do much of the rest behind the scenes.

How We Get You to Where You Want to Be

Whether you're completely new to Financial Planning, already gaining experience or ready to go on your own, there's a place for you at PlanHappy.

LEARN. Get Qualified.

Develop the knowledge and professional qualifications with structured learning and mentoring along the way.

EARN. Gain Experience.

Broaden your skills, build client relationships and start generating meaningful income within a professional and regulatory framework.

BUILD. Run Your Own Business.

Establish and grow your own Financial Planning business, with PlanHappy's experienced team and established infrastructure behind you.

Come and See for Yourself

Want to find out more about PlanHappy and how it could work for you?

Book a Discovery Call, or better still, come along to one of our Discovery Days at our offices in Preston Farm, Teesside.

You'll get to meet the team, have a look around, see our technology in action and discover how PlanHappy could help you build your own Financial Planning business.

From here, you can go anywhere.

Find out more: https://planhappy.co.uk/

 

Locations in the UK

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Aberdeen

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Belfast

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Birmingham

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Bournemouth

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Brighton & Hove

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Bristol

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Cambridge

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Cardiff

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Coventry

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Edinburgh

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Glasgow

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Leeds

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Leicester

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Liverpool

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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London

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Manchester

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Newcastle-upon-Tyne

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Nottingham

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Oxford

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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Sheffield

Franchise Fee:
£4,995 set up followed by £300 pm license fee
Total Investment:
On request
Minimum Investment:
On request
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