Testimonials


Many thanks for the very informative and in-depth sessions on product areas delivered by the specialists from the broker plan team. I gained a good insight through looking into the case studies to give a real feel for the types of deals being worked on within the market today.

Kirren B

A really useful and informative couple of days. I am fortunate to have a background in commercial finance with a high street bank, but the training opened my eyes to the wealth of alternative lenders in the market and their flexibility in providing funding. The sessions on regulatory requirements, marketing, fee income and internal Brokerplan systems were invaluable. It was also useful to meet and hear from a number of the experienced individuals at Brokerplan, as well as the opportunity to bounce ideas around the room of new recruits.

Chris H

The Brokerplan introductory training is an excellent way of getting a comprehensive overview of the commercial finance consultant role and products available to utilise. Although the range of content within training can be a lot to absorb, it also is constructive so that when you leave you have got a good step forward to starting the journey more confidently. It is also great way of meeting the key individuals within the Brokerplan team, who are all very supportive and keen to show that everyone will work together to achieve success. I certainly felt that I learnt a lot from the 2.5 days and was ready to progress with my business partner setup.

Richard S

Thank you and the team for a very informative and professional introduction to Brokerplan. We thoroughly enjoyed the two days and left feeling enthused and motivated to begin our new business. It was good to meet everyone we will speak to in our dealings with the business and it has given us confidence to know we are not alone on this vertical learning path.

Mark & Joy

Brokerplan provided excellent training, coming from a non-financial background, I was anxious. The experienced team at Brokerplan made the training an informative and helpful process. I have come away with vast knowledge and confidence, with peace of mind having the Brokerplan team in support. Thank you. Highly recommended.

Monty S

I recently attended a Brokerplan business partner trading course, whilst I had a working knowledge of finance, nothing prepared me for what I learned in these three days, it really opened up my eyes to the opportunity in becoming an associate.

David M

I would like to send a big thank you to you and your team for the wonderful training and warm entertaining and hospitality arrangement for us. I really enjoyed. I am proud to be a team member of Brokerplan. I know that the guidance of your team will support me to generate the key success of the business.

Shafin K

With regard to the course and its content, I must thank both you (John) and Geoff together with the rest of the lecturers for a really excellent two days, you are all an incredibly enthusiastic and knowledgeable team and this came across to me very plainly. I shall be more than pleased to work with you all knowing your expertise is of the highest order and that my clients will be given the best possible treatment and advice as will I and I shall have no need to worry if and when you need to talk and deal directly with them. One thing I would like to add is that I am really impressed that the phones are answered so quickly and professionally, I feel this is an indication of a professional company it is very reassuring to know. 

John B

The Brokerplan training has been such a fantastic and pleasant experience from start to finish, I really enjoyed it. The trainers conducted the 3-day course in a professional and easy to understand way from start to finish, providing us with the most valuable information and tools to get started in the commercial broking business with some brilliant tips thrown in. A massive thank you to everyone at Brokerplan for such valuable training and for just looking after us all the way through. The support has been amazing, and everything was delivered in a very warm and friendly manner. 

Özgen H

I would like to take this opportunity to thank all of the Brokerplan team for a very informative and professional couple of days training. It was a lot of fun and extremely enjoyable. Even though I have some experience in the sector I have learned so much. It was fantastic and it proved to me what a fantastic opportunity this is. 

Tony F

An energising 2 day training to get Business Partners up to speed on the Commercial Finance opportunity, marketing techniques, sales approach and product knowledge. It was a pleasure to meet all the back-office team and the Product Champions within Brokerplan. We look forward to working with you all and growing together. Thank you for your hospitality! 

Ajmer B

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For more detailed information please contact the Business Development Team on 0333 405 6666 or email info@brokerplan.co.uk