FAQ
Frequently asked questions
The things advice firms ask us most.
How are enquiries qualified?
Every enquiry is reviewed by a real person for intent, suitability and readiness before it reaches an adviser.
How do I pay?
We typically work on a paid-per-qualified-appointment or bespoke campaign basis. See Pricing.
Are appointments exclusive?
Yes — prospects are introduced to your adviser going forward, not resold.
Which areas do you cover?
UK-wide, with a pension & wealth focus.