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Brokerplan Academy

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Join the Brokerplan network and become a self employed Finance Broker

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The Brokerplan Academy is an award-winning opportunity for ambitious individuals looking to build their own finance brokerage with a six-figure earning potential. Brokerplan training is accredited by the London Institute of Banking and Finance (LIBF) and will give you the knowledge and tools you need to launch your business and offer a range of financial products and services.


Established in 2004, the business has been operating as a brokerage for nearly 20 years. We have been training and supporting new brokers in the market for over a decade, sharing our years of collective experience with you. You will always have an expert in your corner.

With our support and packages, there are options for individuals with experience and individuals who do not have a background in financial services.


Earning Potential

Six-figure earning potential from multiple income streams

Brokerplan Academy fast-tracks your entry into the lucrative financial services industry.

Once trained and if operating on a full-time basis, we would anticipate a first-year income projection of between £25K and £65K, with the potential to develop six figure income annually from years 2-5 and beyond.

Brokerplan options can also provide an additional income stream to existing businesses. We have many successful partners who have added Brokerplan to businesses such as accountancy firms, estate agencies, business consultants and more.

Training & Business Set Up
  • All partners will be enrolled on our LIBF (London Institute of Banking & Finance) accredited training programme
  • Access to online training systems
  • 2 day Business Launch Training Event
  • Full Business Set Up – logo design, website, business cards etc
  • FCA Authorisation – relevant permissions and ongoing compliance
  • Ongoing business & deal structuring support from your dedicated case team
  • Ongoing training modules to increase knowledge and stay up to date


  • High demand for financial products and services
  • Access huge lender panel via inhouse sourcing system
  • Uncapped earnings potential
  • Increased demand for broker support
  • Fully supported learning & education
  • Access to an experienced broker support team
  • Full business set-up


Brokerplan Academy is known for supporting individuals to launch their own business in financial services. Brokerplan Academy has vast experience in setting people up as commercial finance brokers. We arrange your FCA authorisation application and give you access to our whole of market lender panels. Joining the Academy helps to minimise barriers to entry into the financial services sector by offering the following:
  • Regulatory authorisations
  • Lender/Provider relationships
  • Solution sourcing (systems)
  • Deal structuring
  • Advice process & administration
  • Deal processing
  • Branding & online presence
  • Continuous professional development (CPD)
  • Business launch & ongoing training
  • Business development and network support


We are looking for driven and enthusiastic individuals, who want to build their own sustainable business in financial services. We welcome applicants from any business background, without the need for prior experience or qualifications in the finance sector.

We require all individuals who join the Academy to undergo our Fit & Proper, you must pass this process in order to proceed with us.

Complete the enquiry form and a member of our team will be in touch.

Brokerplan Academy News

Brokerplan: Upcoming Event and Exhibitions

Brokerplan will hold and attend a number of events and exhibitions over the next few months.

New Education Programme - LIBF & Brokerplan

White Rose Finance are featured in this month’s Bridging & Commercial Magazine!

The New AR Regime

White Rose Finance’s MD John Kent appeared in this month’s edition of the NACFB’s Commercial Broker magazine.

White Rose’s Brokerplan Academy recognised by LIBF

White Rose’s Brokerplan Academy has been recognised by the London Institute of Banking & Finance.

Brokerplan Academy: Half Price & Fully Refundable Fees | Limited Time Only

For a limited time only we are offering an incredible deal to professionals looking to kickstart their career in financial services.

Advice for new brokers – Here’s what our partners say

We asked 4 of our network partners what the most important thing to know when you become a broker is.

Brokerplan shortlisted for 'Broker Network of the Year'

Brokerplan Academy are delighted to announce that we have been shortlisted for ‘Broker Network of the Year 2022’ in the National Association of Commercial Finance Broker’s (NACFB) annual broker awards.

Why join a dual-authorised network?

Joining a firm with direct authorisation to carry out both commercial and residential activities opens the door to offering more products and creates more opportunities. Brokerplan is an established principal in both worlds, therefore you will gain access to over 300 commercial lenders, whole of market regulated mortgage lenders and expertise across both areas.

Brokerplan Partner Shortlisted for Industry Award

We are delighted to announce that one of our Brokerplan Partners has been shortlisted for ‘Sole Trader of the Year’ award.

New Brokerplan Academy Website Launches!

Brokerplan is thrilled to announce the launch of the new and improved Academy website!

£300K Secured Business Loan

They were approached by a client who had successfully launched a hotel in 2018 and was in the process of expanding into an adjacent premise – However, needed to cover the remaining costs of this expansion.

The new premise had building works and fit out that had to be completed before opening, with the client struggling to find a lender who would support these costs of works.

Security was available but ideally only as a 2nd charge to sit behind an existing commercial mortgage – with a full refinance deemed too expensive.
Barbara Cação, Director of CC Finance said,

‘When approaching a specialist lender to fund the soft assets for the fit out it turned out they had an appetite to fund the entire deal, not least because we had shared a comprehensive narrativeof the client’s funding requirement. Consequently, this not only enabled a maximum loan amount for the client but also boosted time to completion.’

A facility was found and put into place that met the following client requirements:

  • A 2nd charge on the commercial premise as a repayment facility over 5 years.
  • No charge on the client’s personal property.
  • No re-valuation needed on the commercial property (existing report acceptable)
  • Flexibility offered despite some adverse credit in the background of the company and an insolvent balance sheet
  • An APR of just over 15% with a 0.5% arrangement fee.
  • Speed – the facility was put into place within 4 weeks
Brokerplan Academy Testimonials
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,
Brokerplan Academy
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,
Brokerplan Academy
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
Rob Griffin - Aspired Finance,
Brokerplan Academy
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.
Jamie Stokes - Astmoor Finance,
Brokerplan Academy
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,
Brokerplan Academy
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.
Mark Everard,
Brokerplan Academy
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.
Özgen Halil - Acumen Finance,
Brokerplan Academy
Brokerplan Academy Videos
Advice for those Considering Brokerplan

Advice for those Considering Brokerplan

If you're considering an investment in the Brokerplan opportunity, watch this video to get expert advice.
Brokerplan | Tell us about a deal you funded... VAST Commercial Finance

Brokerplan | Tell us about a deal you funded... VAST Commercial Finance

MD John Kent speaks with network partners Dan & Luke of VAST Commercial Finance about one of their property development deals.
Brokerplan Academy Testimonial | Darren Street - Network Partner

Brokerplan Academy Testimonial | Darren Street - Network Partner

Darren talks about the excellence support he receives from the Brokerplan network.
Brokerplan Network Conference 2022 | Darren Street

Brokerplan Network Conference 2022 | Darren Street

Network Partner Darren Street discusses what he likes about Brokerplan's systems and set up.
Brokerplan Academy | White Board Explainer

Brokerplan Academy | White Board Explainer

If you join Brokerplan Academy, how could it change your life? What new opportunities would you have? Watch this brief explainer video to find out more about the Brokerplan Academy opportunity, and how the business could support your future in finance.
Q&A with Darren Dow - How did you generate leads now and in the early days?

Q&A with Darren Dow - How did you generate leads now and in the early days?

Darren Dow of Acumen Edinburgh, along with Lee Hesketh and John Kent the BDM and MD of Brokeprlan, discuss how a financial broker might generate leads, including some of the standard and quirkier means, and the different things you can do to grow your brand and create or join a network of referrals.
Q&A with Darren Dow - Do you have any interesting cases in the works at present?

Q&A with Darren Dow - Do you have any interesting cases in the works at present?

Darren Dow, of Acumen Finance Edinburgh, and Lee Hesketh, the Business Development Manager for Brokeprlan, discuss Darren's most interesting active case with a professional footballer, and how much commission he expects to make by assisting the sportsman in transforming his property portfolio into a buy-to-let portfolio.
Q&A with Darren Dow - What Products have you Sold Since Starting?

Q&A with Darren Dow - What Products have you Sold Since Starting?

We asked Darren Dow, a network partner of Brokerplan Academy, what products he has been selling since he finished his training and started operating as Acumen Edinburgh, progressing from commercial finance to regulated mortgages and Wills, Trusts & Estates Planning.
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Brokerplan Image
Brokerplan Academy Gallery
Brokerplan Gallery
Brokerplan Gallery
Available Locations:
Business opportunities available throughout the United Kingdom.
Business Type:
Business Opportunity
Minimum Investment:
£ 9,597 (full investment £15,995)
Financing Assistance


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