Wealth Advice Network
Welcome to the Finance Planning Financial Adviser Network. Allowing financial advisers to offer a market leading selection of products in a refreshing new way.
Easy Pipeline Transfer Service Fee Free for first 120 Days Low Compliance Fees Market leading Protection Rates Easy Pipeline Transfer Service Top Tier Legal & General Club Members Award Winning Top up your car for free at our charging points
Financial adviser network
Everything you need from an advice network and much more
Finance Planning Wealth Management Ltd is a part of the widely recognised Finance Planning Group. Renowned within the industry for our impeccably high quality of advice and dedication towards consumer excellence. Our goal is to give our clients the advice they need no matter what their situation in life or their individual circumstances
We all need to change in today’s market in order to remain current and not be subject to the digital disruptors who think they offer something better. You can even ‘top up’ your car at one of our charging points when you visit the head office.
Click to read about our mission and purpose, it is simple:
“To give our members the day to day support they need to grow their businesses and to provide compliance to keep them safe.”
Talk to us today about how we can help your business.
We would rather our fees came from your volume than taking a dispraportionate amount upfront. Working together we will help you reach your earnings potential.
Changing your mortgage network needn’t cause you financial trouble. As such, you will pay no fees for the first 120 days.
When as a group you lend over 1bn per year and win awards for the business quality, you won’t be surprised that we are getting the very top tier proc rates which we pass onto you.
If protection plays a big part of your advice, you are going to love the panel we work from. With different providers underwriting styles, choice can be crucial to securing the right terms and the right premium.
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.
Choice & flexibility
We don’t force you to adopt a particular business model such as stipulating you need to be restricted or use particular funds through a vertically integrated model. With us, you have choice and flexibility to decide what is best for you and your clients.
Independent or restricted advice
If offering unbiased advice is important to you and your clients then through our proposition you will have access to a wide range of support, including quality whole of market research and compliance, all of which is designed to help your business thrive.
If, however, you prefer to operate a restricted advice model, giving you a time-saving track to run on, you can access our own Centralised Investment Proposition.
Occupational pension transfers and equity release
Some firms and networks have stopped supporting key advice areas such as defined benefit pension transfers and equity release. We are different. We actively support advisers so they can give advice which is suitable for their clients, and have invested in resource to support the increased demand since the launch of pension freedoms.
If, however, you choose not to operate in these areas, you can still ensure your clients get the advice they need, by utilising our referral service.
Our marketing support brings you a wide range of compliant marketing and client communication solutions, such as newsletters, brochures, leaflets, posters and adverts, all of which are designed to give you a professional look to your brand and promote your business.
Events & training
We will help keep you on the front foot and be aware of the latest market and product developments via an annual programme of CII (Chartered Insurance Institute) accredited events and training, which includes:
- Protection, Mortgage and Investment events
- Training courses (including an induction course)
Through events and training you’ve got everything you need to improve knowledge and skills to help develop your business.
Professional Indemnity Insurance (PII)
You will benefit from our access to competitive PII cover, which means you can access affordable cover providing you with peace of mind both during your membership and after you retire or leave.
How our PII scheme will benefit you • Competitive rates • Low excess levels • Very low claims history • In-house legal team to provide invaluable support with claims
Quality compliance support
In partnership we Tenet Network Services we deliver compliance support which is approachable and proactive in an ever-changing regulatory environment. Tenet interpret and condense the FCA requirements and deliver clear compliance guidance, support and practical tools to enable you to run your business effectively and compliantly.
Compliance support has all areas of your business covered:
- Comprehensive compliance manual and documentation via our member Extranet
- Tried and tested compliance processes and Training & Competence scheme
- Regular file checks with feedback in a language you can understand
- Advertising support and approval
- Client complaint handling
- Regular updates and guidance on emerging regulatory changes
- Direct contact with compliance staff
Over and above all this support, if you just want to have a chat with an expert about a particular area of concern, then you can speak do, as and when needed.
Intelligent Office (iO) – a proven sales and business management system
Our technology solution has been designed to help you serve your clients, protect your business and save you time. It’s all about helping you run your business efficiently and effectively, providing the following key benefits:
- Easy access to your clients’ information
- Linked to the compliance central processes and systems
- Quality client reports – helping you to justify your fees
- Automated links with providers and sourcing tools
- Access to cash flow, financial modelling and management information tools to help grow your business
Finance Planning Wealth Management Ltd is an Appointed representative of Tenet Network Services who is a multi-award-winning network for financial advisers who write investment business.
They provide an extensive range of services that enable us to not only meet our FCA compliance requirements, but also adds value to our business.
Key benefits of our partnership with Tenet,
Financially robust – over £30m of assets and £25m cash reserves, giving you peace of mind about the future
Supporting independent advice – freedom to choose the right solution for your clients’ needs
Quality compliance support – enabling you to meet regulatory requirements
Technical & research support – our expert teams will save you time
Leading technology – access to our comprehensive front and back office technology solution
Professional Indemnity Insurance – secure peace of mind for life with our unique PII cover
Added value services – marketing and a CPD events programme
Network Transfer Service
Moving from one mortgage network to another is easier than you think.
In some circumstances we are able to transfer your current mortgage and life pipeline the same way that you would balance transfer on a credit card. Even when this is not possible, we will work with you to make your mortgage network transfer as smooth as possible.
We will sit down and work out the best terms in order to support your cashflow during the initial period.
How much are our fees?
Excellent lender choice...
We sit at the top table with the L&G mortgage club and 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 the best 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.
Everything you need from a mortgage network and much more
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.
You're going to love how easy it is to join us....
After we've met and agreed to work together, the introduction team are immediatetly set to work with the sole aim of to get you fee earning as quickly as possible.
Once contracts have been signed and you have given notice to your employer or current network we can set a timeline.
This simple 3 stage approach is designed with you in mind and tailored to your personal requirements.
Every provider you could wish for...
If like us you think that protection plays a huge part in great advice and income generation, you need a great panel to support you
Protection plays a huge role in the value any mortgage broker delivers to a modern customer. What will continue to seperate us from any online mortgage company is quality mortgage and protection advice. They have yet to develop an algorithim that can understand your clients needs in the way that you do and it’s important that when making a recommendation you have a wide selection of insurers offering the very best terms.
Our panel offers everything from the lowest premiums in order to prevent clawbacks and a wide choice of underwriting styles to give you the greatest chance when met with medical challenges. We like to think that ‘no’ doesn’t always have to mean ‘no’.
Finally, If protection isn’t your thing, no proble. Our advice standards are not going to punish you, they are written to support you and you can refer your business to our protection paraplanners who will write the business on your behalf
From day one, we want to help you grow...
As a member of our network, you will receieve all of its benefits including those listed below.
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.