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The Financial Planning Club

Clarify

Build

Thrive

You’re brilliant with clients. But who’s supporting you?

Running a financial planning firm is a juggle: client work, compliance, team management, strategy, systems… and somehow you’re meant to scale it too?

It’s a world of ‘many hats’ that can leave even the best advisers stretched thin. Imagine instead having a clear plan, the right people in your corner, and the freedom to focus on what you do best.

Welcome to The Financial Planning Club, where ambitious IFA business owners get the tools, consultancy, support, accountability and community to build a business they love.

What We Do (and Why It Works)

We’re not a coaching programme. Not a CPD webinar. Not another “here’s a template, implement yourself, good luck” service.

The Club is your behind-the-scenes support engine, giving you:

1:1 advice and support from people who get advice firms

so you make the right decisions faster.

A bespoke 90-day plan tailored to your firm, team and goals –

so you know exactly what to do and when.

Private owner-only WhatsApp community (no fluff, no spam)

so you get instant answers from peers who’ve been there.

Momentum calls, check-ins, nudges and accountability

so good ideas actually get implemented.

Peer support, live learning, and expert sessions

so you never feel stuck or alone.

Our Collaborators

We partner with some of the most respected names in financial services and beyond – specialists who bring proven solutions, innovative tools, and deep expertise to help you overcome specific challenges and seize new opportunities.

From compliance experts to marketing specialists, investment managers to technology providers, our collaborators become part of your extended team. They share our commitment to helping you achieve tangible results and sustained business growth.

Is This You?

Our members said they joined when they hit one of these walls:

“I can’t step away without everything slowing down.”

“We’ve grown, but it’s messy behind the scenes.”

“I’m doing everything, and I’m exhausted.”

“Our team’s great but it all runs through me.”

“I know what I want next… I just don’t know how to get there.”

Who We’re Built For

We work with firm owners across the UK who want more than just theory:

Stretched Solo Advisers, doing it all, ready to reclaim their time and sanity.

Plateaued Principals, with a great team but needing clarity to unlock their next stage of growth.

Rebuilders, emerging from restructure with a clear plan for the future.

Exit Visionaries, building towards a smooth, valuable, and rewarding succession.

If you’re an IFA business owner with big ambitions (and an overflowing to-do list), you’ll fit right in.

Hear from our members

“I am extremely pleased with the progress I've made since joining the Financial Planning Club. The strategies and recommendations provided have been invaluable. One significant achievement, within the first 3 weeks of working with them, has been to understand where I can make significant improvements to my proposition and where I am as a business, not just how much FUM or clients I have. As a result, I have generated additional ongoing revenue of £14,000 within this period alone and there is plenty more to come! The support from the team has been fantastic. I feel more like I am running a business now, and the combination of email and WhatsApp communication works well for me. The Financial Planning Club has truly helped me understand the value I add to my clients and has guided me in setting new goals and priorities, such as creating WhatsApp groups with clients and booking annual and tax year-end meetings in advance. Overall, the level of engagement and collaboration has been very good, and I feel fully supported moving forward. I highly recommend the Financial Planning Club to anyone looking to enhance their business and achieve significant financial growth.”

Rob Isherwood Independent Financial Adviser

Score your business growth and efficiency using our scorecard

Here’s how it works. We use tried and tested indicators that will gauge four keys areas of your business. There are lots ways to tell whether you are a business owner who is on the right track with their business, and this test breaks it down into four key pillars.