Real-Time, Confirmed Qualified Financial Advice Appointments for UK Financial Advisers

We ensure a perfect match between your offerings and potential clients. Our digital assets have been around since 2008 so they have a strong reputation and large subscriber base.

Specialising in Confirmed Qualified Financial Advice Appointments in high-net-worth, retirement, investment, and inheritance planning, we provide fully qualified, advice appointments from our leading digital assets. Each new appointment is set and carries all the necessary information so that you, as an adviser are well placed to fully understand the clients requirements.

The Concierge service creates and supplies qualified appointments, that have an average FUM of £185k per appointment. Links you with a secure, simple-to-use, compliant portal to allow you to see your appointments, performance and management information.

We supply the full appointment for you, complete with the client requirements, contact details and estimated values.

We will also generate an actual introductory appointment for you.

We can have you onboarded, trained up and ready to go with our simple-to-use, intuitive online portal.

Start getting new business appointments within 24 hours!

No need to pay a deposit or upfront commitment unless you are looking for higher volumes. We sign you up, based on your monthly requirement, and get you up and running and you pay as you go, via bank transfer or credit/debit card.

We supply your appointments to your needs, just agree on the average number of appointments you want a month, and we will work to that.

We have clients who take as little as 5 appointments in a month! Others who take 120 appointments per month.