About You

Critical Success Factors

Establishing and running any business is not for the faint hearted and requires effort, determination and a strong desire to succeed. The Brokerplan business is no different but, with our comprehensive training , ongoing support and business development package, you have all the benefits of a franchise operation without many of the drawbacks and dilution of earnings.

To succeed as a Commercial Finance Broker / Consultant it is not necessary to have previous financial services experience but if you do have some exposure to this sector then so much the better.

Once established and in business your core proposition will be delivered to Business Owners , Managers and Directors of SME organisations in your region and within your professional and personal networks. We would list the following as being desirable personal attributes:

• Previous experience working in, managing or conducting business with an SME company
• Good written and verbal communication skills
• Confidence on the telephone and in face to face business meetings
• A reasonable aptitude with figures and basic mathematics skills
• The ability to absorb new product information and progressively learn a new profession
• The necessary level of initial investment and working capital to set up the new venture
• The determination, commitment and stamina needed to generate new business

Personal Investment Requirements

To engage in the Brokerplan Business Opportunity requires a level of personal financial investment starting at £2,995 which we firmly believe is very modest in view of the significant potential business returns and the comprehensive nature of the Business Training and Support package offered.

The essence of our business proposition however is that we will tailor a solution to best match your personal circumstances, the amount of investment you have available and your future business objectives. This degree of flexibility ranges from the fully comprehensive Brokerplan Business Owner package to a number of bespoke Business Partnership and Business Introducer options. See the Brokerplan Package overview.

Return On Investment

The speed of return on your investment will of course ultimately be determined by the amount of time you have available to devote to the business opportunity. With a clear focus on the more lucrative Commercial projects ( a number of which are outlined in the Client Case Studies page ) we envisage your investment will be fully returned to you over the first 2 or 3 Commercial projects succesfully completed. The fee required to train and set up the business opportunity will , on the Brokerplan Business Partner and Authorised Introducer options , be fully refunded to you on an incremental basis.

If you are serious about developing business as a Commercial Financial Professional then our commitment is to do everything possible to get you operational and generating new business opportunities in the shortest possible time frame.