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Your Business-in-a-Box

Financial Freedom
isn't just for clients

Build your Financial Planning business
with a PlanHappy Partnership

  • Have complete control over your practice
  • Own all of your own client relationships
  • Access a wide range of business support services

 

The power to do it your way

Tired of generating profits for others?
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!

What you get with a PlanHappy Partnership

Your:
Business
Brand
Location
FCA Authorisation
Clients
Our:
Marketing Support
Proven Process
Software
Paraplanning
Client Reports

Why we know it works

The secret to our success?
Our unique PlanHappy Financial Client Process.

This structured journey guide ensures you’re developing a Lifestyle Financial Plan that delivers the best outcomes every time.

And it’s the same process we created for our sister company, Joslin Rhodes (one of the fastest-growing businesses in the North East) and have been refining for 25 years.

That means you get the benefit of decades of experience – and all the valuable lessons we’ve learned along the way!

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PlanHappy, your 'Business-in-a-Box'

As a PlanHappy Partner nothing is left to chance.
You’ll get everything you need to deliver the best outcome
for your clients and grow your business.

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It's fantastic! PlanHappy has literally changed my life and business.

I now have loyal clients who see ME as the real value to them rather than seeing me as a conduit to a financial product.

Georgia

Financial Planner

Read all about it! Download the PlanHappy Partnerships brochure.

Enter your email to receive your brochure.

Ready to find your happy place?

We'll soon be opening the doors for discussions and applications for our 2026 intake.

Simply pop a few details in the form to register your interest.

Register your interest today

Where are you in your Financial Planning journey?