Ready to be your own boss?
Whether you’re an existing adviser with CAS or if you already have your own Direction Authorisation and want to branch out, PlanHappy Partnerships gives you everything you need to deliver a fantastic Financial Planning service to clients.
You’ll be able to operate your own Financial Planning practice, under your own brand, with exclusive access to software training, support services and a proven process from PlanHappy.
And unlike joining a network, you’ll retain your commercial and regulatory independence.
Plus, all the services we offer have been specifically designed by Financial Planners, for Financial Planners – and proudly, that’s something only we can claim!