Be part of something.
Connect, Collaborate, Empower.

Join The Financial Planning Club and experience a supportive, collaborative community
with like-minded, trusted financial service professionals.

Empower your future personally and professionally.

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.”

What we do

The Financial Planning Club works with IFA business owners who want more.

We deliver fast, reliable, and trusted support for FCA-registered advisers and professionals operating within the financial planning sector.

Whether you’re just starting out on your journey, looking to scale up, or are a mature business preparing for your next steps, joining the club will give you access to:

Three-year
business plan

We’ll work with you to create a structured plan that reflects your unique goals and challenges. It's designed to give you focus, direction, and the confidence to move forward with clarity.

Private roundtables, workshops, and events

Join us at exclusive member-only events where you can network with other IFA business-owners, gain fresh insights, and learn actionable strategies from industry leaders.

Quarterly
review sessions

We’ll check in with you to review progress, refine priorities, and overcome obstacles. These sessions keep you accountable and help ensure you’re always moving closer to your goals.

Webinars and
CPD sessions

Stay ahead of the curve with interactive webinars and CPD sessions, delivered by industry leaders and well-known experts from across the financial planning sector.

Personalised 12-month action plan

You’ll receive a detailed 12-month plan that breaks down your priorities into manageable steps, so you can start making progress straight away.

Specialist partners
and collaborators

We’ll connect you with trusted specialists who can provide targeted expertise, including marketing support, operational systems, and legal guidance.

Hear from our members

“The first meeting with Lewis was such a relief, knowing someone was there to coach me and support me as a new business owner.
I now have the confidence that the business will work, thanks to having a sounding board and knowing I’ve got real backup. I’ve already recommended The Financial Planning Club to others, for the right advisers, the support is invaluable.”

Tim

Club member

“The biggest shift for me was realising the need to be authentic, growing my business around who I truly am and my ‘why’, because people actually want to hear that. The Club pushed me to think about my business commercially rather than just cruising along. Once I started questioning everything, the growth, personally and for the business, has been phenomenal. What I’m putting in place now is a completely different world to where I was eight months ago.”

Club member

“Since joining The Financial Planning Club, I have generated additional ongoing revenue of £14,000, and there is still more to come! I highly recommend The Financial Planning Club to anyone looking to enhance their business and acheive significant financial growth”

Rob Isherwood Club Member

Be part of something.
Connect, Collaborate, Empower.

Is This You?