William Burden
11 Dec 2024Recently joined the Brokerplan network and have completed the 3 day launch course. Andy was brilliant a long with the other White Rose staff providing great training and industry knowledge.
Brokerplan is an FCA-regulated mortgage broker based in North Yorkshire, YO8 8RY. Rated 4.9/5 from 20 reviews.
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Meet our experienced team of mortgage professionals
Charlotte Harris
Mortgage Adviser
Daniel Evans
Protection Specialist
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No specialisations listed.
William Burden
11 Dec 2024Recently joined the Brokerplan network and have completed the 3 day launch course. Andy was brilliant a long with the other White Rose staff providing great training and industry knowledge.
M S
14 Dec 2023Joined the network recently and I can tell just from the training alone they will help every step of the way. Andy has been brilliant making sure we got all the information we need to get started. Never a dull a moment. Yellow green red blue. If you know you know
Dave
9 Aug 2023This was my second training session with Broker plan and I found it just as informative as the first, Broker plan have upped their game and introduced many advances in the support and training that they supplied me and my team. thanks to all involved in supporting us in our journey
reana bashir
9 Aug 2023We have recently become part of Brokerplan and have gone through our 2 day training plan. Andy has made us feel welcome and his training sessions have been clear and full of motivation. We are looking forward to working with the team in the future and to grow our new business Venture. From the start to finish the team have been very welcoming. The set up of the franchise to the training sessions have been very smooth. A big thank you to Andy, Laura, Simon, Hannah and John for making us feel so welcome. Thank you for a great Meal at the end of the day.
Michael Dew
18 Jul 2022Brokerplan were instrumental in assisting me to establish my brokerage. Becoming part of the network meant that I was able to operate compliantly in a very short space of time and have immediate access to a large pool of lenders. The broad lending pool available as part of the network ensures I can find the best deal for my clients from traditional banks to fin-techs and alternative lenders. The Brokerplan team offer excellent training both in-house and with lenders to ensure I am kept up to date on market developments. The compliance and support teams are always on hand to offer advice and provide businesses processes to ensure compliance is maintained and the customer experience is a good one. Joining the network was a great decision for me and since joining two years ago I have seen the network go from strength to strength by introducing new technologies and investing in staff to make the job of brokering commercial finance as efficient as possible. I would also add that in my experience they are thoroughly nice people to work with and emphasise the importance of good relationships with network members. The culture is one of positivity and integrity.
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Regulatory Status
Direct Authorisation
FCA Number
630772Get clarity on rates, affordability, and next steps in one quick conversation.
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