Connect,
Collaborate,
Empower
We are a community of business owners at the helm of thriving Financial Planning firms. If you’re looking to implement new ideas, have clear business plans and objectives, set ambitious goals, and be surrounded by a supportive community, all while being held accountable at every step, then it’s time we talked about what our club can offer you.
Thrive and love what you do
We provide strategic and bespoke support in four core areas
Growth and Development
People and Culture
Operational Efficiency and Productivity
Business Structuring
Meet the Team
Lee Old
Lee is passionate about making a difference in people's lives, from bringing people together through a variety of professional communities to driving business growth with innovative solutions.
Lewis Byford
Lewis loves nothing more than fostering long-term relationships to support firms' development and growth alongside enhancing the corporate culture and business strategies of companies.
Amanda Ford
Amanda has a real passion for creating efficient processes, business development and growth, as well as mindfulness and wellbeing for business owners and individuals.
Why Choose Us
The Financial Planning Club offers
Tailored Solutions
Our approach is not one-size-fits-all. We tailor our strategies to align with your business's unique goals and challenges.
Expertise
With a team of seasoned consultants specialising in financial planning businesses, we bring a wealth of knowledge and proven strategies to the table.
Comprehensive Support
From foundational setup to advanced growth strategies, we offer a full toolkit to ensure every aspect of your business thrives.
Community
Join a vibrant community of owner-managers, sharing insights, challenges and successes to foster collective growth.
Cost-Effective
With flexible pricing options, our services are designed to deliver maximum value, ensuring a significant return on investment.
Networking
Hosting face to face events throughout the UK.
Collaborate with us
- Financial Advisers
- Mortgage Advisers
- Paraplanners
- Ops Managers
- Study Group
WORKSHOPS
Our face-to-face events, workshops, and webinars cover a wide range of topics that enhance the skills and knowledge of our members.
PODCAST
Bringing you inspiring stories and invaluable insights from Operations Managers, Directors and Owners of successful financial planning businesses.
WEBINARS
Our webinars are usually based on industry trends or challenges faced by professionals and are designed to add value to your business operations.
Our Collaborators
