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From Your First Exam
To Your Name Above The Door

Where do you want to start?

Getting Qualified

LEARN

Achieve your CII Level 4 Diploma
in Regulated Financial Planning
inside a community that prepares you for the job, not just the exam.

Learn More

Working In The Profession

EARN

Study with us and you’re at the
front of the queue to get real-world experience (and income!) with PlanHappy Partnerships through our Competent Adviser Status (CAS) and Appointed Representative (AR) Programmes.

Find Out More

When You're Ready

Build

Ready to go out on your own? Our ‘Business-in-a-Box’ gives you everything you need to set up and grow your own Directly Authorised practice.

See The Future

There’s A Lot Of Networks Out There.
We’re Not One Of Them.

We’re Financial Planners first. And everything we offer, we’ve tested at Joslin Rhodes, our successful Financial Planning business that has 25 years’ experience behind it.

We built it all off our own backs (and pocket book!). There’s no private equity or consolidators in sight. And definitely, no one else’s agenda.

Just hard work and a lot of lessons learned the hard way.

But now that we know what works, we’re done keeping it to ourselves.

Read Our Story

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25 yrs+

Building Our Own Firm

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£200m+

Client Funds Under Administration

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50+

People On The Team

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1,000s

Of Lives Changed

The PlanHappy Way

There’s A Path In.
Wherever You’re Starting From.

You might be just working out whether Financial Planning is the right career for you.

You may already be studying and figuring out what comes next. Or you’re ready to build a business you can call your own.

Lucky then, we’ve built something for all three.

A clear route from curious to qualified to running your own firm.

We’re here for it all!

LEARN

Get Qualified To Change Lives.

The PlanHappy Academy is a new way to get into Financial Planning.

Exams and exam support, yes. But also a community of people doing exactly what you’re doing, and training built around real client situations.

  • Exam support that goes further than revision notes
  • A community, not just a course
  • Built by Planners who’ve sat where you’re sitting

EARN

Start Earning Before You've Finished Studying.

Most newly qualified planners hit the same wall. You need client experience to earn your stripes but nowhere will give you the experience without them. We solved that.

Our structured programmes take you from qualified to your own Directly Authorised firm, earning all the way.

  • Your brand, your clients, your income from day one.
  • You keep what you earn
  • Full support through to Direct Authorisation

BUILD

Build Your Own Firm, With Our PlanHappy ‘Business-in-a-Box’.

Everything you need to build a firm turning over £500,000+, all in one place and all with a low set up cost (less than £10K!).

We’ve built PlanHappy around how Lifestyle Financial Planning works in the real world.

The support, services and systems are designed to make day-to-day running easier, client work smoother, and decisions clearer.

Here’s what’s inside.

  • Proven PlanHappy Lifestyle Financial Planning Process
    A clear end-to-end client journey that promises a fantastic service every time.
  • Admin and Paraplanning
    An expert behind the scenes team that handles all the stuff that slows you down.
  • Compliance
    An in-house compliance team to keep you safe at all times.
  • Technology
    Software that just works the way you need it to.
  • Marketing
    The tools, templates and support to bring leads to your door.
  • Business Support
    From financial statements to HR guidance, it’s covered.
  • Platform and Investments
    Fully integrated advice, investments and client management.
  • Estate Planning
    For all the extras clients need – Wills, Trusts and Powers of Attorney.

And you don’t have to pick one and stick to it. The PlanHappy Way is a journey.

Most people who build with us started by learning with us. So it doesn’t matter where you join, it matters where you end up.

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Is This For You?

The Best Way To Find Out Is A Conversation.

Financial Planning attracts all kinds of people.

Whether you’re just starting out, already studying, or ready to build your own firm, we’ve got you covered.

The best way to find out if PlanHappy is the right fit is to have a conversation

or come and see it for yourself.

Book A Discovery Call Join A Discovery Day

FAQs

Can I join if I’m newly qualified, a career changer, or from a tied or restricted background?

Absolutely. What matters most is your commitment to delivering outstanding Lifestyle Financial Planning, not where you’ve come from.

Do I need to already have clients or an existing book?

No. We’re looking for dedicated people, not your client list.

Do I need to be FCA-Authorised?

No. You don’t need to be FCA-authorised as we can help with that. 

View all FAQs

Latest Insights

View all
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15 October 2026

Is FCA Authorisation Stopping You Going Out On Your Own?

If you’ve thought about going out on your own and setting up your own Financial Planning business, there’s a good…

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15 September 2026

Too Young. Too old. Or Just Right For Financial Planning?

There seems to be an imaginary ‘right age’ to become a Financial Planner. Young enough to build a long career.…

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20 August 2026

The Financial Planning Career Ladder Isn’t a Ladder Anymore

For a long time, career progression looked pretty straightforward. You got qualified, built your experience, took on more clients and…

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Ask

See live availability and book a chat with us.

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See

Meet the team and see how a PlanHappy Partnership works in real life.