Money Advice & Planning LTD


Company Overview

We are independent financial advisers who are setting new standards in what and how we do things. Our back office systems are fully automated and help advisers give clients a first class service for them to remember us. Our methodology in using our own investment platform, and the returns that clients get from it, ensures that clients can see that we are doing the best we can for them – and so we win their loyalty and trust.

Franchise Overview

We currently have 15 advisers with capacity to go up to about 800 once we are truly nationwide. You may like to know that there is currently NO national IFA firm today, and so Money Advice & Planning (MAP) has aspirations to be that firm.

Key Information

  • Network Size: 11-25 units
  • Franchise Type: Job
  • Typical Start-up Cost: £7,000 + car
  • Minimum Personal Investment: £10,000
  • Franchise Location: Home-based
  • Market: B2B and B2C

To understand exactly what is, and what is not, included in this financial information, click here (opens in a new window).


All of our franchisees must be qualified to diploma level which is a requirement set by the FCA. We have devised a training system that means that trainees can be building up their client bank and seeing people whilst learning – and this then makes learning far more practical as well, instead of trying to learn from dry as dust books.

We call this earnings whilst learning – and is far more practical than looking at hypothetical cases.

Daily Life of a Franchisee

You will invariably be house-based, and you will follow up on marketing leads to visit potential clients in their own homes, find out all of their relevant information, and finally (after training period) make recommendations and then potentially follow up into a sale. You will then do after-sales service to try and ensure the advice that you gave is still logical and does what it is supposed to.

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