Money Aspects

Business Concept

The Money Aspects franchise is the first ever franchise available for independent financial advisers (IFA’s), and it provides them with an excellent platform to create and build their own business by way of a flexible and supportive working environment, and in so doing, provides the possibility of real earnings potential.

Our concept in evolving the franchise model in financial services is quite simple:

It is stating the obvious, but a financial adviser only earns his keep by giving financial advice – through face to face meetings with clients.

We maximise the amount of time that advisers are giving advice.

And we provide backup and support to enable advisers to have all the necessary information available for this.

Franchise Package Overview

Some advisers we have come across can only spend one day a week or sometimes two – in front of clients, and the rest of the time is spent on marketing, admin, accounts etc – all non productive. We aim for you to spend close to 85% of your time in front of clients, advising; because you are an adviser not an administrator.

Then, when you are sitting in front of your clients, Money Aspects provides it’s unique Client Management System for you to use providing you with ALL the information you are lever likely to need to assist clients monitor and review their financial affairs, without you having to research it yourself.

Marketing

The definition of marketing is "to create and keep a customer".

We will look after your existing clients, and if you don’t have any, then we will help you find new ones.

EXISTING CLIENTS We get 60% of all our business from existing clients – so to ignore this is like shooting yourself in the foot.

NEW CLIENTS If you do not have enough clients, then we will help you build this up, through detailed marketing analyses.

INVESTMENTS As a franchisee, we would allow you to use our investment “system” – which we have perfected over a long period.

Building Your Business

A franchise gives a business a proven structure to work under, to give a better chance of leading that business to success. Money Aspects puts you in a position to build your business as opposed to only earning a living. Admittedly, we are a young franchise, having only gained membership of the BFA in November 06, but we plan to have 500 franchisees within 5 years – with all franchisees working to our high standards – which in turn will attract new clients.

Financial

• We have no initial franchise fee - only £250 on application.
• We take a sliding scale of commission earned starting at 40% and reducing to 25% with increased turnover. We only earn – when you do.
• No fixed monthly fees either

If you think that would like to be a Money Aspects financial adviser, and have a good education, then please contact us by clicking the 'Request Information' button below