Connect,

Collaborate,

Empower

WhatsApp Community Members
Events & Workshops
Business Support Templates
Combined Years Experience

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

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.

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 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 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 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

whatspp group

WHATSAPP

  • Financial Advisers
  • Mortgage Advisers
  • Paraplanners
  • Ops Managers
  • Study Group
workshops

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

PODCAST

Bringing you inspiring stories and invaluable insights from Operations Managers, Directors and Owners of successful financial planning businesses.

webinars

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

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.”

We Connect, Collaborate, Empower business owners and professionals like you