Brokerplan Reviews 20

I’ve recently completed the Broker Plan Orion Training Programme and found it to be exceptionally comprehensive and well-structured. The video content is of a very high standard, and the overall delivery provides a clear, in-depth understanding of the commercial finance sector. For anyone considering a career or business in commercial finance, I would highly recommend this platform.

Great organisation to engage with in your commercial finance journey

Very informative course over the 3 days. Andy is very good and personable.

Very knowledgeable team. Great to work with.

I had a great experience with Broker plan, wonderful staff and team, all very friendly and welcoming. Great on boarding on to their training program and franchise.

A good introduction into the world of the financial broker. The training even at the entry level allows you to start a financial brokerage with your own branding or with your own. The company that runs the programme, White Rose, has a team to support your progress and client needs whilst you learn the ropes and ongoing.

Great experience with White Rose Finance.

The team is extremely helpful and friendly and the training delivered is outstanding.

Brokerplan has made the whole process of entering a new sector of finance as easy as possible. From the elearning to the 2 day classroom sessions and aftercare.

Excellent service, great team & incredibly helpful

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.

They have made setting up business for me as easy as possible. I could recomend them without any hesitation anyone needing this kind of service.

Lovely and helpful staff .
The training was very organised, relaxed and informative.
Thanks for all the help broker plan .

Everyone at Brokerplan is very knowledgeable, especially Andy who took the training for us over 2 days and kept it very engaging!

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!

As Brokerplan Academy Superbroker I recently did the commercial finance training. It was awesome, in terms of regulatory framework, Product knowledge and marketing training. Highly recommended

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.

The Brokerplan team offer excellent training both in-house and with lenders to ensure I am kept up to date on market developments. The compliance and support teams are always on hand to offer advice and provide businesses processes to ensure compliance is maintained and the customer experience is a good one.

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.

I found the Broker Plan team commercial, knowledgable and easy to deal with. It's also nice to deal with decent people.

I joined Broker Plan a couple of years ago, the beast move i have ever made.
All of the staff there are very knowledgeable and friendly.
With their support and help i am now doing very well, and the business is growing from strength to strength.
Would defiantly recommend brokerplan.
Great training and always there to help train and support you throughout.

Bobby Paul
Abundant Finance LTD

Before joining Brokerplan I looked at several other franchises as I was looking to start a business that would suit me and be flexible in working. When I came across Brokerplan I was instantly interested in the business structure and what really drew my attention to it was the professional support that it comes with since I had no prior broker or financial services experience. My background had mainly been in business and in the corporate legal sector. Having established the business at the beginning of this year, I have made great progress and all this has been possible with the help and support of the Brokerplan back-office, all of whom are very professional and a real pleasure to work with. Initially I found there was a lot to take in, but the training, the support and the mentoring I received meant that I was able to get myself fully up-to-date with regulations and processes and knowledge on the financial products very quickly and the whole process from the training to setting up has been carried out in a very professional and timely manner. Since starting 7 months ago, I have upgraded my commission structure and its thanks to everyone at Brokerplan that I have been able to do that. They really have played a key part in my development. I am enjoying building up my business with Brokerplan and very much looking forward to the future.