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Brokerplan Heritage

2004
Business Founded

The White Rose Finance Group was established in 2004 initially operating as a standalone commercial finance brokerage.

2008
Survived the Recession

Although the financial crisis in 2008 prompted the collapse of large sections of the financial intermediary market the company survived.

2009
Launch of Commercial Associate Programme

Following the crash, the company was well placed to launch the associate programme in 2009 providing full training and case packaging as part of the arrangement.

2014
FCA Principal Status & Brokerplan Launch

In 2013 the Financial Services Authority [FSA] was replaced by the Financial Conduct Authority [FCA] the company was appointed principal status allowing it to supervise other brokers. The Brokerplan proposition originated in 2014 as the Company started formally recruiting Appointed Representatives (ARs) and Registered Individuals (RIs) to join and build the commercial network.

2018
Your Mortgage Plus Launch

Having successfully recruited well over 100 network partners, in 2018 the company achieved direct authorisation for regulated finance and launched the Your Mortgage Plus brand.

2020
The Academy

Protection and insurance products quickly followed, and latterly, research and development (R&D) tax relief along with vehicle leasing enhancing the options available through the Brokerplan Academy which was formally launched in 2020.

The phrase Superbroker, describing a broker who provides multiple financial solutions to clients by acting as an intermedial hub, summarises the opportunity now available via the Brokerplan Academy. The range of associated products and services is set to continue to increase.