Brokerplan Case Study: Tim Woodman

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About the company Established in 2004, we have been training and supporting new brokers in the market for over a decade. Our experienced team brings decades of collective experience from across the sector, meaning you always have an expert in your corner. Lots has changed since our inception, including the launch of several ‘free of […]

Brokerplan Academy

Available across the UK
  Business Type:
Business Opportunity
  Minimum Investment:
  Training Provided:
  Part time:

Learn how Tim Woodman and his wife began their Brokerplan franchise journey.

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“Tim has undertaken this opportunity with his wife, forming a partnership, which they run in conjunction with their Norfolk Broads holiday cottage business. They inquired into Brokerplan via Franchise Direct in early 2020, taking some time to consider their options before committing to moving forward and joining us for our training week in March 2021 as a Business Partner.

Tim, a former wealth management company director, manages clients and new cases, putting his financial knowledge and expertise to work supporting businesses both locally and nationally, while his wife, Michelle, supports him with the marketing, working to grow the name and brand of their new franchise, Oakwood Financial Solutions.”

Well done Tim!”

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