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Money Advice and Planning
The Money Advice & Planning Business is the first ever Finance Franchise available for IFAs. An adviser can only earn money when they are in front of clients, so that is what MAP concentrate on doing. Head Office deals with the majority of your admin work to let you focus on seeing clients and getting new business.
Franchise Information
  • BFA Membership StatusFull
  • UK Years Established11 years
  • Current UK Coverage25%
  • Franchisee Support Staff7
  • Personal Investment Req.£5,000
  • Total Startup Cost£5,000
  • Home-based business locationYes
  • Business to consumer servicesYes
  • Franchisee operates individuallyYes
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Money Advice & Planning Business
Finance Franchise

Financial Services the MAP way!

The Money Advice & Planning Business (MAP) are the first and only firm of IFA's to be franchised. This franchise can get you started in financial services and provide you with all the backup tools to do a first class job – as this is the only way to get success.

If you don’t look after your clients somebody else might – and the MAP ethos explains why they keep 98% of their clients.   Quote from a client – “what you do with investments is so simple – why doesn’t everyone do it that way” 

Money Advice & Planning Business | Finance FranchiseThe Money Advice & Planning Business:

MAP have designed this Finance Franchise so that you, as an adviser can spend more time in front of your customers. This, simply, is because this is the only place where you will earn money! The back office systems that they have developed deal with the bulk of the time consuming paperwork – and so free you up to see more people and earn more money.

MAP aim is to become a National firm of IFA’s with presence in all major towns in the UK – and you can be a part of that.


The Money Advice & Planning Business have a new marketing strategy which means that they will do marketing for you. They pay for this up front, and then you will only pay for it out of sales made – and if you don’t make any sales then you pay nothing. Marketing actions are spread over mail, newspapers and the web.     

MAP has also developed a system for placing investments (and pensions) which is very simplistic, and works well for clients. When you can deliver a good performance to clients that is half the battle.  This lets the client build up TRUST in you, and that is what financial services is based on.

Money Advice & Planning Business | Finance FranchiseMAP:

  • Are full members of the British Franchise Association (BFA)
  • Hold an Investors in People award
  • Are authorised and regulated by the Financial Conduct Authority (FCA) - 489927

The Investment:

The initial fee is only £5,000. Bear in mind that MAP ONLY succeed if you do – so they have every incentive to make things happen for you.  They work on a fee/commission split starting at 60/40 and going to 75/25.  No hidden charges.

As a franchise owner you will receive:

  • an exclusive area
  • free pages on their website
  • access to all of their systems
  • assistance with marketing

MAP out your future and find out more about the Money Advice & Planning Business, the first ever Finance Franchise. Click below now!

Why Choose Us

Money Advice & Planning Ltd take away all administration burdens, leaving franchisees free to sell and earn more money.

Money Advice & Planning Ltd has the market expertise to truly treat customers fairly and allow franchisees to retain their clients and get repeat business from them.

Money Advice & Planning Ltd offers a platform to work compliantly in financial services but without the restrictions of a regulatory network.

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