Launch your own Finance Brokerage with Brokerplan Academy. A unique low investment business opportunity to train and work as a Finance Specialist.

Minimum Investment


Funding Support


Total Investment


No. Of Franchisees


Year Established


Break Even In

6-12 months

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Welcome to the Brokerplan Academy Franchise Opportunity

The Brokerplan Academy is an award-winning opportunity for ambitious individuals looking to build their own finance brokerage with a six-figure earning potential. Brokerplan training is accredited by the London Institute of Banking and Finance (LIBF) and will give you the knowledge and tools you need to launch your business and offer a range of financial products and services.

About Brokerplan?

Established in 2004, the business has been operating as a brokerage for nearly 20 years. We have been training and supporting new brokers in the market for over a decade, sharing our years of collective experience with you. You will always have an expert in your corner. 

With our support and packages, there are options for individuals with experience and individuals who do not have a background in financial services. 

Benefits of joining Brokerplan

Earning Potential

Six-figure earning potential from multiple income streams.

Brokerplan Academy fast-tracks your entry into the lucrative financial services industry.

Once trained and if operating on a full-time basis, we would anticipate a first-year income projection of between £25K and £65K, with the potential to develop six figure income annually from years 2-5 and beyond.

Brokerplan options can also provide an additional income stream to existing businesses. We have many successful partners who have added Brokerplan to businesses such as accountancy firms, estate agencies, business consultants and more.

Training & Business Set Up

  • All partners will be enrolled on our LIBF (London Institute of Banking & Finance) accredited training programme
  • Access to our online learning systems, Learning Hub
  • 2 day Business Launch Training Event 
  • Full Business Set Up – logo design, website, business cards etc
  • FCA Authorisation – relevant permissions and ongoing compliance
  • Ongoing business & deal structuring support from your dedicated case team
  • Ongoing training modules to increase knowledge and stay up to date

Why Brokerplan Academy

  • High demand for financial products and services 
  • Access huge lender panel via inhouse sourcing system
  • Uncapped earnings potential
  • Increased demand for broker support
  • Fully supported learning & education
  • Access to an experienced broker support team
  • Full business set-up

What is Brokerplan known for?

Brokerplan Academy is known for supporting individuals to launch their own business in financial services. Brokerplan Academy has vast experience in setting people up as commercial finance brokers. 

We arrange your FCA authorisation application and give you access to our whole of market lender panels.

Joining the Academy helps to minimise barriers to entry into the financial services sector by offering the following:

  • Regulatory authorisations
  • Lender/Provider relationships
  • Solution sourcing (systems)
  • Deal structuring
  • Advice process & administration
  • Deal processing
  • Branding & online presence
  • Continuous professional development (CPD)
  • Business launch & ongoing training
  • Business development and network support

Franchisee requirements for Brokerplan

We are looking for driven and enthusiastic individuals, who want to build their own sustainable business in financial services. 

We welcome applicants from any business background, without the need for prior experience or qualifications in the finance sector. We require all individuals who join the Academy to undergo our Fit & Proper, you must pass this process in order to proceed with us.

Complete the enquiry form and a member of the team will be in touch.

Brokerplan provide clear examples and reasons as to why joining a firm with direct authorisation to carry out both commercial and residential activities opens the door to offering more products and creates more opportunities. Brokerplan is an established principal in both worlds, therefore you will gain access to over 300 commercial lenders, whole of market regulated mortgage lenders and expertise across both areas. Generally, networks will provide you with the necessary authorisation to br...

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Brokerplan are thrilled to announce that one of their Partners has been shortlisted for the Industry Award - ‘Sole Trader of the Year’.The awards are presented by the National Association of Commercial Finance Brokers (NACFB) who are one of the prominent industry bodies in this sector.This nomination is a huge honor and well deserved by Lochend Finance who have worked very hard over the past couple of years to establish and develop their brokerage.Stuart Cruickshank, who runs Lochend Finance fro...

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Brokerplan are delighted to announce that they have launched their new and improved Academy website!The launch reflects the expansion of their partner packages, which were developed and launched late last year in response to growing demand for these services. They are now able to offer packages covering an even wider range of financial services including:• Commercial Mortgages• Cashflow Solutions and Business Loans• Asset & Invoice Finance• Residential and Buy-to-Let Mortgages• Insurances and Pr...

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Brokerplan Network franchisee, Chris Cullen of Lunaria Finance has recently completed on a £1.1 million development loan for an experienced property developer - An amazing achievement! The client in this case had previously attempted to obtain a loan via their usual broker who, unfortunately, was unable to place the deal for them. After receiving a direct marketing communication from Chris, the client decided to give it another try, to see if Chris could secure them the funding needed to get th...

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Brokerplan Franchise NewsBridging lender Funding 365 has saved a borrowers buy-to-let portfolio from being sold at auction after delivering an £8.5m loan in just three working days.The borrower required a quick refinance to avoid a number of properties being sold as their high street lender had appointed an LPA receiver following a dispute.Mike Strange, Managing Director of Funding 365, said: “We are very pleased that we were able to help the borrower retain ownership of their property portfolio...

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Dan Cholewinski & Luke Curtis of VAST Commercial Finance joined the Brokerplan Academy network in November 2021 under our ‘Professional’ commercial finance package. We spoke to Dan Cholewinski to find out how they have found the first year and a half of being in the network. 1. What was the deciding factor when you originally joined the Brokerplan Academy? We were looking to invest in a long-term venture. When we first made contact with Brokerplan we were very impressed with the camarade...

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Brokerplan Franchisee Case StudyDarren joined the Brokerplan franchise Network and launched 'Peacock Business Finance' in 2014 after a long career in the food industry.Based on Humberside Darren had spent many years building up a chilled and frozen food distribution business which was successfully sold to management colleagues.Looking for a change of direction Darren decided that a move in to the Commercial Finance franchise sector was right for him and elected to join the Brokerplan franchise N...

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