Finance Planning Wealth Management

Allowing financial advisers to offer a market leading selection of products in a refreshing new way.

Welcome to Finance Planning Wealth Management. Allowing Advisers to offer a market leading selection of products and a better customer outcome in a refreshing new way.

We are members of TenetConnect, so you can focus on growth and success, and you know your business and clients are protected. Our partnership with Tenet gives you the confidence to succeed by always having your back. 

Why Join Finance Planning Wealth Management?

The support you need in the areas you need it, whilst giving you the flexibility to support your clients in the ways you expect.

We give you full control over the advice you offer to your clients whether it be whole of market or restricted, wealth or mortgage and protection.

We have high standards and don’t work with just anybody, this means you are rubbing shoulders with the highest-quality financial planners, financial advisers and mortgage and protection advisers in the country.

Our association with Tenet gives us access to some of the lowest rates of PII cover in the market, as well as PII run-off cover to protect you for life.  

Support comes in the form of sales managent, administration, marketing, IT, compliance, underwriting, training and marketing. from day one you have access to our portfolio of network support services.

Meet regulatory expectations while protecting your clients and your business. From helpdesks to audits to financial promotions, we’ve got you covered. Plus, we’ll keep you updated on the latest regulatory developments and what they mean to you.

Get peace of mind from experienced professionals who know the market via a product and fund research service that is at the end of the phone or click of a button whenever you have a query. 

Comprehensive support that allows you to be the adviser you want through award-winning events.

Leave the laborious stuff to us so you can focus on your clients. You’ll get the support you need to get the most out of all we have to offer. 

We will give you access to the right technology that will allow you to operate more efficiently, better serve your clients and save money.

Via Tenet’s buying power we can give you access to a whole range of deals and discounts from 3rd parties just for you. You will also benefit from market-leading mortgage and protection terms

How do I join?

Whether you want to join from another Network, a directly authorised business or set up on your own, we do everything possible to make your transition to Tenet straight forward and stress-free, keeping you informed every step of the way. Plus, if your earnings are disrupted, we have options to give you financial peace of mind. So, what are you waiting for?

Get the ball rolling today, and get in touch.

This simple 3 stage approach is designed with you in mind and tailored to your personal requirements.

Questions

Joining a new network is a big thing, and we want to help you with this decision. In the first instance, please call Dean Aspinall on 07763 764460. Dean is our Business Development Director and will be keen to discuss how we can support your business requirements.

No, if you would like to utilise a trading style that you feel will be more appropriate to your target market then you have that option.

Yes, we can provide you with your very own website where every lead generated will go straight to you. You can then use this to promote your business and brand to existing customers, introducers and social media followers.

Yes, we think our advisers should be focusing on advice and sales, not admin. Ask us about how we can help you write more business by adopting a different way of working and getting some admin support.

Answer is successfully navigating the complicated ESG market remains challenging for many, however we have access to the ‘ESG Compass’. Comprehensively researched and objectively analysed, ESG Compass features expert, independent analysis, and price & performance comparisons of some of the most innovative, best-performing ESG funds currently available. Allowing you to match funds much more closely to your client’s ESG requirements, our comprehensive search tool enables you to look for and filter ESG propositions according to your client’s ESG preferences, including investment & ESG style, product type, and cost.

Excellent lender choice with Tenet...

We enjoy an exceptional relationships with our lender partners

There are three considerations that are ‘must haves’ when looking at a mortgage panel. To be competitive in today’s market your customer demands choice and we think that anything less than whole of market simply isn’t enough. Next, let’s face it, you are going to be looking for great proc fees available and that’s exactly what we have negotiated on your behalf. Finally, a great proc is nothing if you can’t get the deals through and our high level lender relationships allow us to step in and help you to become a very loud voice and get things sorted.

Contact Us

If you are interested in joining us and would like to have an informal chat with us, please get in touch today as we would love to speak to you. 

Maybe, you are starting out or you are an established business looking for something better, we know that you will not be disappointed with what we have to offer.

*All information is treated as strictly confidential. All enquiries are dealt with at Senior Management level.

Every provider you could wish for...

Focus on running your business with peace of mind that we’ve got your back. With a wealth of compliance knowledge and research expertise at your beck and call, you can concentrate on what matters most – servicing your clients and growing your business.  

One-size-fits-all suits nobody. That’s why we provide just the right level of support: from standard packages to pick-n-mix options, directly authorised firms like you have the freedom and control to choose the services you need. With us, there’s no need to pay for things you don’t want or don’t use, which means you can budget easily for the year ahead. 

From day one, we want to help you grow...

At an early stage we will identify what level of support you are looking for and tailor the way we work with you accordingly. You might the type of person that likes to get on with it and simply need to understand our sales process which is great, or, you might want your account manager to help you with proven business winning ideas. Either way, you are in the driving seat and the outcome is a great working relationship and hopefully an increase in income.

Maybe you are looking for a fresh start and inspiration and that’s what we offer. Our marketing department produces quality lead generating content which our compliance department makes sure is fully compliant keeping you out of harms way. The good news is that they actully get on and can turn ideas into reality without any fuss and super fast.

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This website is designed for people who wish to learn more about the group and the opportunities within. If you are looking for personal financial advice, please visit our consumer websites linked at the bottom.

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