Brokerplan

Brokerplan – Join the Family – Become Part of the Success Story

The business started trading in 2004 as a standalone broker, and grew on the back of the success of the property sector. The business survived the financial crisis and became a focal point for independent brokers where the High Street banks were unable or unwilling to fund.

Following the crisis, the demand for our services grew and the Brokerplan proposition was formalised when the business was awarded FCA Principal status [FRN: 630772] This status allows us to provide the full compliance and regulatory support required by every member of a commercial finance network as the act of broking credit is deemed a regulated activity by the Financial Conduct Authority.

Our Network partners can choose to operate legitimately either as Registered Individuals (RIs), Appointed Representatives (ARs) or as a Directly Authorised business. As a Principal broker we are able to grant RI or AR status and guide any business through to Direct Authorisation.

We welcome applicants from any business background, without need for prior experience or qualifications in the finance sector. Instead we seek enthusiastic and driven individuals, who want to build their own sustainable business.

Why not become part of the success story?

High Demand Business Services for SME Clients & Property Professionals

As a fully-trained and supported Network Partner you will assist your clients in identifying and sourcing the following core financial products:

  • Commercial Mortgages, Buy-to-Let and HMO funding
  • Development Funding for builders, developers and property professionals
  • Commercial Finance to purchase or refinance trading businesses
  • Short-Term Loans and Bridging Finance
  • Portfolio Funding and Second Charge Loans
  • General Working Capital Loans
  • Peer-to-Peer Funding.
  • Commercial Funding for acquisition, expansion and general growth.
  • Alternative Overdraft and Revolving Credit facilities.
  • Asset Finance, Leasing & Hire Purchase for equipment, machinery, commercial and private vehicles
  • Cash Flow Support – Factoring, Spot Factoring, Invoice Finance and Invoice Discounting.
  • + Additional Income Opportunities available from Ancillary Products

Why Choose Brokerplan?

  • Trading since 2004 – one of the longest established UK finance brokers
  • FCA Principals – the highest level of authorisation
  • FCA compliance provided – Appointed Representative & FRN granted
  • Full NACFB Membership & Board Representation
  • Unrivalled DIRECT Lender Portfolio – High Street + Funding Circle Business Champions
  • Full Training, Case Management, Marketing & Business Development Support
  • Standalone Website, Newsletter, Email Marketing & Social Media Guidance
  • No Financial Services Experience Necessary
  • Proven Track Record of Success – We Share Best Practice
  • Evidence of £100k+ Deals – Case Studies
  • We are Finance Brokers Ourselves – We Walk the Walk.
  • Regular Ongoing CPD Qualifying Network Training
  • Conference Call Facility
  • Access to Case Tracking Software
  • Uncapped Potential, High & Growing Demand Product
  • Lender & Partner References Available
  • Access to Regulated Residential Mortgages (Via our Sister Company)
  • Range of options available – from £5,995 to £29,995

I’d like to know more… What next?

If you have a genuine interest in developing your own business as a commercial finance specialist then we would be delighted to hear from you.

We offer no-obligation discovery sessions for you to meet some of the team, learn a bit more about our business and for us to demonstrate the significant (and uncapped) potential of the business model.

Meet the team to get a better idea of what our business model can offer you! Should you wish to attend a discovery, please enquire and a member of the Brokerplan team will be in touch to discuss.

Take your first steps towards professional fulfilment and financial freedom. You can call, email or complete the enquiry form on our website and a member of our team will be in touch.

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