Client & Partner Reviews
Dan Cholewinski
VAST Commercial Finance
We were looking to invest in a long-term venture. When we first made contact with Brokerplan we were very impressed with the camaraderie of the team, the vision and future strategy of the business leaders’ including investment and development of technology, all of which gave us confidence that our values and ambitions were very much aligned.
Darren Peacock
Peacock Finance
With no real background in the finance industry. Darren joined the Brokerplan Network and launched ‘Peacock Finance’ in 2014 after a long career in the food industry where he founded and ran a Food Wholesale Business, supplying Cafés, Restaurants, Schools and Hospitals with food. He had no real background in the finance industry.
Özgen Halil
Acumen Finance
With no prior finance experience, Brokerplan not only allowed me to position myself at a level I was comfortable with, but it also comes with a whole back-office of professional support and ongoing training which has been the key reason for my development and building up of my business so far.
James Green
Green & Green Commercial Finance
“Before adding the commercial finance string to our regulated bow at Green & Green I spoke with a couple of networks before choosing White Rose. I chose white rose purely for the support they can offer and continue to provide me as I start to build this side of the business. The sourcing system makes finding the perfect funding solution for my clients as easy as could be. The Relationship Managers are on hand at all times to support with cases that I may struggle with.
Dealing with commercial mortgages is much more complex than residential due to the many different moving parts to a commercial deal. Rather than the mortgage being based on personal income and credit score, there is so much more involved. Which makes the support white rose gives even more important.
I’ve had deals complete since joining but the 1st was most rewarding. An owner occupier IT firm buying their own offices.
I believe being a specialist is most important, especially on the commercial side. Commercially we prefer to stick to the property funding side because there is so much to know and keep on top of when you look at business loans, asset finances and more. Being known as the property experts in our area helps us to market ourselves and means we only need to keep on top of part of the knowledge.
Being an AR takes the compliance headache away from us. We can focus on finding and delivering business rather than being bogged down with compliance.”
Best broker network bar none!
Having previous experience of a broker network I can positively say that Brokerplan is by far the best broker network.
The course was engaging, informative, and extremely helpful. The cohort was made up of people from varying backgrounds and timelines in their commercial brokerages.
For those that are considering starting their own finance brokerage with no previous business experience – this is the course for you. After a two day course you will leave here with a business plan, a marketing plan, a panel of lenders, system and processes, a head filled with positive thoughts, and a burning desire to help your customers achieve their financial goals.
I can’t praise them enough for the time and effort they have put into the course. Thanks for the experience.
Robert Partridge
Awesome Finance Training and Ongoing Support Network
Fantastic couple of days spent at Broker Plan Academy training. I left feeling confident and prepared for my journey in the financial market.
The training with Andy Boycott and team is very interactive and quite elaborate, not just in giving you a roadmap for your deals but also making you look at all aspects that are necessary to ensure that you have expert support on your path to grow your business.
All in all very pleasant and extremely knowledgeable people. Well done team!
Helder Dias
Excellent Network to be part of.
Brokerplan were instrumental in assisting me to establish my brokerage. Becoming part of the network meant that I was able to operate compliantly in a very short space of time and have immediate access to a large pool of lenders. The broad lending pool available as part of the network ensures I can find the best deal for my clients from traditional banks to fin-techs and alternative lenders. {…}
Joining the network was a great decision for me and since joining two years ago I have seen the network go from strength to strength by introducing new technologies and investing in staff to make the job of brokering commercial finance as efficient as possible.
I would also add that in my experience they are thoroughly nice people to work with and emphasise the importance of good relationships with network members. The culture is one of positivity and integrity.
Michael D
Mark Everard
Michaels Commercial
I joined in March 2018 after sabbatical from a successful career in estate agency and mortgage advice. Given my background and business set up the majority of business I do is property related (bridging, development& buy to let) as I have a good client bank and existing relationships to generate leads on.
Chris Cullen
Lunaria Finance
I joined the network in October 2018 although due to current work commitments, I did not start trading until January 2019. Prior to engaging with Brokerplan, I worked in education. I was an Assistant Headteacher of secondary schools teaching Mathematics.
Jamie Stokes
Astmoor Finance
I joined Brokerplan in November of 2019, after working as an account manager at asset finance brokerages. The best achievement I have had since joining would be the full FCA approval to enable us to be a fully authorised and regulated firm.
John Somerville
Head of Financial Services at LIBF
“Professional finance brokers want to ensure their clients receive the best advice and funding solutions available from across the market. All our accredited programmes are geared towards raising professional standards and treating customers fairly. The Brokerplan Academy programme has been created with that outcome in mind, it’s delivered and assessed professionally and employs sound policies and procedures. We are delighted to be able to endorse this exceptional learning and development plan.”
Rob Griffin
Aspired Finance
I joined the Brokerplan Network in January of 2017. Before joining the network I was in an employed role as an asset finance broker. Brokerplan provides a first class back up support system when joining them. The support is superb but ultimately it is up to your own quality and belief
James Wallis
Aben Financial
I’m a chartered accountant by background – qualifying in Specialised Finance at Deloitte in London. I subsequently spent almost a decade at a multi-billion Euro London based Investment Fund – ultimately as Investment Director and member of the Investment Committee.
Harry Singh
Veer Finance
Harry Singh of Veer Capital joined the Brokerplan Network in September 2018 under our commercial finance package. In Harry’s words “I was looking at opening my own business and I was researching different franchises. I then came across brokerplan…”
