New Offices & Refresh Training

News – 14/07/2025 New Offices & Refresher Training The White Rose Finance & Brokerplan Academy team are now fully settled into our new Leeds offices! Our relocation from Selby follows on from our 20th anniversary last year, and marks a new chapter in our growth journey 🙌 Last week (Tuesday 8th July 2025) we held one of our regular ‘process and systems’ training sessions, for a group of our network partners – We are excited to welcome new and existing brokers as well as lending partners to our new home! — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

Team Activity Day

News – 08/07/2025 Team Activity Day Yesterday (Monday 7th July 2025) the White Rose Finance & Brokerplan Academy team were at Hazelwood Castle for a team activity day! It was a great opportunity for everyone to bond and enjoy some well-deserved fun outside the office ☀️ — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

Our Training Manager Passes CPSP Qualification

News – 19/06/2025 Our Training Manager Passes CPSP Qualification Congratulations to our Training Manager, Andrew Boycott who has successfully completed and passed the LIBF’s Certified Practitioner in Specialist Property Finance (CPSP)! — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

May Business Launch Training

News – 02/05/2025 May Business Launch Training This week, Brokerplan and White Rose Finance hosted our bi-monthly business launch training. This is a 3-day residential course at our training suite in Selby, North Yorkshire – This month, we welcomed 11 new trainees! — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

Another £750k loan with Funding Circle

News – 01/05/2025 One of our network partners Enhanced Business Finance have recently completed on a £750,000 loan with Funding Circle! Comment from Enhanced – “I’m delighted to share the fantastic work Gus has done in completing this record breaking deal. Gus built a strong relationship with the client over several months, taking the time to understand their business needs and future plans. Thanks to his dedication and expertise, we were able to secure one of the largest unsecured loans in Funding Circle’s history. The funds will be used to support the client’s expansion plans, helping them invest in new equipment and grow their operations.” — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

Regional Meeting in Leeds

News – 25/04/2025 Regional Meeting in Leeds Yesterday, we held a successful Regional Meeting with a group of our network partners in Leeds! ⭐ A big thank you to Chris Butler and Yorkshire Building Society for hosting us and to Allan Underwood of Skipton Building Society for presenting. We look forward to holding further regional meetings in the future! — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

£4.5 Million Bridging Finance in London

News – 03/04/2025 One of our network partners Futurity Finance have recently completed on a £4.5 million bridging finance deal in London Product type – Bridging finance Purchase price – £3.8 million Loan value – £4.5 million gross, netting 100% of the purchase price Lender – Hope Capital Purpose of loan – Bridge to title split on completion Exit – Semi-commercial term Commission – 2% gross | Broker fee – 0 — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com. Futurity Finance, one of White Rose Finance’s ARs, were approached by a client looking to purchase 9 flats in London, sat above 2 commercial units. The purchase price was £3.8 million with a plot value £5.8 million. The client borrowed against the split and his unencumbered stock. There were some quirks to the deal including: probate sale, challenge to probate, letters of administration and grant of authority required by bank. Using his surveying skills, Stephen Gallagher at Futurity Finance was able to deeply analyse split values of assets with client pre-valuation. The deal was proposed in September 2024 and completed in February 2025. With £2 million of equity being created from title split, an amazing result for the client!

£750k loan with Funding Circle

News – 01/04/2025 One of our network partners Atlas Business Finance have recently completed on Funding Circle’s largest unsecured loan to date! Product Type – Business Loan over 60 months (fully unsecured with just PGs). The customer settled a £1m loan that was secured against their personal property and swapped to this instead and it was a better rate! Loan Value – £750k loan – £686k ‘new money’ into the business – remaining £64k was a CBILS refinance, which helped the customer save thousands per month for the first 12 months or so. The original CBILS was £250k at around £6.5k per month and this £750k is costing £16k per month so they unlocked an extra £686k for an additional £10k per month essentially. Purpose of Loan – Huge expansion, the client’s turnover is set to be doubled in the next three years, and is already at £8m. They will be employing a lot of new employees in the process. Exit – No early settlement fee, the client can settle at any point and just pay the outstanding capital. Commission – 2.5% (£18,750)Broker Fee – No broker fee Comment from Atlas – “It is FC’s biggest ever unsecured deal to date, which is pretty cool – Special mention should go to Tom Ellis and James Sharpe from Funding Circle as they did everything they could to help this deal go through. — For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

LIBF Re-Accreditation

News – 12/02/2025 LIBF Re-Accreditation The Brokerplan Academy, part of the White Rose Finance Group, has once again been accredited by The London Institute of Banking & Finance (LIBF). Originally established in 2014, the programme provides comprehensive training for commercial finance brokers operating as appointed representatives (ARs) within the White Rose Finance Group network.   This re-accreditation underscores the high standard of training delivered by Brokerplan Academy and highlights the shared commitment between White Rose Finance and LIBF to fostering excellence in financial services.   John Kent, Managing Director of White Rose Finance, commented: “Brokerplan has been supporting brokers for over a decade, and our training programme remains a key factor in attracting both experienced professionals and new entrants to our network. As the financial landscape continues to evolve, our blended learning approach including e-learning, in-person training, and ongoing mentorship ensures that brokers are well-equipped to maximise revenue opportunities. Additionally, our Brokerplan Lender Hub sourcing system enables brokers to secure optimal outcomes for their clients.”   John Somerville, Director of Financial Services at LIBF, remarked on the programme’s significance: “All of our accredited programmes are designed to enhance professional standards and promote fair treatment of customers. The Brokerplan Academy embodies these principles, and we are pleased to endorse this exceptional learning and development initiative.”   For more information about the Brokerplan Academy, visit www.brokerplan.co.uk or contact Graham Beckett at gbeckett@whiterosefinance.com.

2024 Network Conference

News – 26/09/2024 2024 Network Conference ⭐ Click on photos to enlarge ⭐ Registration Welcome, Speakers + Q&A Expo Evening Meal & Entertainment