Brokerplan package overview

Offering different options to work with us.


We understand that individuals or companies considering investing in a Commercial Financial Brokerage will have a range of requirements and funds to invest. Under the Brokerplan programme we offer a broad range of solutions to meet these individual needs.

Our packages range from Associate Financial Consultant to Business Owner, which vary by initial investment and commission levels.

Please find below a simple comparison of the packages. If you would like to discuss any of these packages in more detail, please contact us on 01757 600511.

All packages include:

  • Comprehensive Residential Business Launch Training, delivered by our in house Financial Experts
  • A detailed operations manual provided.
  • A customised business document suite including product specific fact finds.
  • Ongoing Business Development Manager support
  • Full Case Management, Underwriting and Packaging Support
  • Relevant FCA registration as well as regulatory and compliance support where appropriate.
  • Marketing support including customised website, brand design, and all marketing collaterals.
  • Regular industry updates via free to attend training days (4-6 per year)
  • Access to our partner resource portal and case management system

Brokerplan Business Owner

  • No financial services experience necessary
  • Income share on total case fees and case commission earnings: 60-100%
  • Access to partner lender directory – Direct Access
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Brokerplan Business Partner

  • No financial services experience necessary
  • Income share on total case fees and case commission earnings: 60-70%
  • Access to partner lender directory – Indirect Access
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Brokerplan Professional

  • Financial services experience required
  • Income share on total case fees and case commission earnings: Up to 85%
  • Access to partner lender directory – Direct Access
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Brokerplan Associate Financial Consultant

  • No financial services experience necessary
  • Income share on total case fees and case commission earnings: 25-60%
  • Access to partner lender directory – Indirect Access
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Brokerplan Accountant Plus

  • Open to existing accountancy practices
  • Income share on total case fees and case commission earnings: 60-70%
  • Access to partner lender directory – Indirect Access
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The Terms and Conditions


VAT is not payable on Brokerplan Network fees. Brokerplan Network Partners can elect to migrate and upgrade from one package option to another at any time, subject to the payment of the appropriate fee differential.

Business Support also includes daily BDM / general business case support, back office support services, web site / e-mail hosting etc. Also included are FCA fees and levies associated with the provision of Appointed Representative (AR) status and Compliance support (when applicable). The Company reserve the right to increase fees associated with FCA fees and levies to reflect any increase in costs as may be imposed by the FCA.

It is a legal requirement for Brokerplan Network Business Owners, Business Partners, Accountant Plus and Brokerplan Professional Partners to have the relevant FCA Authorisations for credit broking and the appropriate categories of trade. It is a legal requirement for all Network Partners operating under an Independent Brand to have Data Protection Registration with the Information Commissioners Office (ICO).

Come and meet us


To discuss any questions or to arrange a Discovery Session please contact the Business Development Team on 01757 600511 or email the Business Development Director John Kent by Clicking here.