Franchising details
Joslin Rhodes is a Lifestyle Financial Planning process for IFA’s, (or people interested in becoming an IFA) that combines life coaching, financial planning and financial advice into one holistic, ongoing service.
Why Joslin Rhodes?
As a franchise opportunity that’s unique, exclusive and not available through any other company, it’s the UK’s first financial planning franchise to include fantastic support, operational systems and a completely individual way for you to build your franchise business into a sustainable and recurring business income stream.
Through combining financial advice with lifestyle financial planning, Joslin Rhodes franchise gives clients a complete retirement lifestyle plan, which includes costing for everything they want to do - from cruises to hobbies, essentially if they want to do it can cost for it.
We’re fully authorised and regulated by the Financial Conduct Authority, FCA, and hold the additional permissions to advise on Defined Benefit/Final Salary pension transfers. As a franchise partner with us, you’ll benefit from an abundance of knowledge, experience and a guaranteed business model to help you succeed.
Franchise costs and details
Training and support
As part of your franchise package we’ll pay for you to become a qualified Independent Financial Adviser, so you’ll have a degree level Diploma in Financial Planning.
What support do I get?
We’ll also support you all the way through this process to gain your qualifications and set up your business, so you’ll have everything you need to make it a success.
Your clients will predominantly be people approaching retirement and you’ll help them work out how to use their assets (including things like pensions, savings and investments) to help them achieve the lifestyle they want.
You’ll be supported by a team of 60+ people including; Paraplanners, Client Services, Client Onboarding, Business Support and Marketing professionals, who will do the background work so you can concentrate on the important stuff of building your business and your income.
In return for your investment you’ll get a whole range of tools, which we’ll fund and help you with including financial modelling, regulatory registration and compliance set up, FCA fees, professional indemnity insurance, back office financial work, administration, marketing support and much more.
Your franchise agreement also includes:
- Your own exclusive area to build and develop your business
- A launch strategy to start and grow your business
- A 60+ team of professionals here to help you grow your business
- Plus, full training expenses, materials, and exam costs for R02-R06 qualifications, so you can become a qualified Independent Financial Adviser
- Intensive PlanHappy system training and business development
- Start-up marketing
- And much more…
If you meet all the attributes, we’re looking for in a franchise partner, your investment level is £40k and we’d expect that you’ll be doing a gross turnover of £664k by the end of year ten.
