Pension Advice Lead Generation for certified IFA’s

Build your client base…

BATCH10 – Certified IFA’s Lead Gen’

BATCH10 is a limited availability of fully qualified, lead generated for IFA’s.

Genuine new enquiries for people seeking Pension Advice and Financial/wealth management advice.

Fully Qualified – with full client notes
Order online – when you need new leads
Exclusive appointments (only sent to one firm)
All over £30k in verified Investable Value
Appointment set – on your behalf
Low minimum order
Average conversion 1 in 3
Average value of FUM £100k
No long term contract
Verified and filtered
GDPR Compliant Client PORTAL

Every new lead, qualified with a telephone appointment booked each new lead is only sent to ONE adviser or firm.

Order online today, minimum quantity 10 leads per batch.

Get a quote

Order online today, you could be receiving new business appointments in as little as 3 days!

BATCH10 Pension Advice Leads For IFA’s

"*" indicates required fields

BATCH10 Qualified Leads

Complete the following to get a quote on brand new exclusive, qualified telephone or ZOOM appointments.
Minimum batch 10 live exclusive new appointments.
All established values over £30k pension funds, other requirements including consolidation, advice, transfer advice will be included.

Ideal for small IFA pension advisers looking to increase their FUM and client base quickly.

BATCH10 leads are only available for FCA registered companies.
We will validate your FCA number if you choose to proceed with the purchase. If the number is not valid we will not be able to supply appointments to you.

Enter your email below to get started...

Email*

Hidden

Email Check

It looks like you already have an account. Log in here.

Quantity Required*

*Minimum batch quantity of 10 appointments.

Upgrade to ZOOM Meeting

Clients that upgrade to ZOOM find that the total value of the client to them increase by around 30 to 40% and improves overall conversion rates.

BATCH 10 Leads

Total Price for the Batch (Inc VAT)

IF you want to proceed, you can complete the online application and payment and you could be receiving leads in as little as 5 working days!* (Subject to confirmation and verification of regulated authority)

First we need your FCA Registration number

FCA Reg No.*

Contact Details

How we can contact you...

Contact Name*

Prefix First Last

Contact Phone Number

Company Details

Please provide your company details.

Company Name*

Address*

Street Address Address Line 2 Town/City Postcode

Quantity/Times and Delivery Details

In order to provide you with a price, please provide the following information.

Availability*

Please detail below times you will be available/not available to attend telephone appointment. We will then book a maximum of 5 appointments per day unless you stipulate otherwise.
Once you have received the lead/appt, you can modify the time/date of the appointment. ALL Appointments are made for 15 min time slots. usually no sooner than the following working day.
We will send you full details of the client/ the time of the appointment and the details of the enquiry via email.
This email will also contain support information from our calling centre team about specific requirements and needs of the client.
When we send the appointment to you, the client will be informed and handed over to your company.

Delivery Email Address*

Where you would Like the appointments to be sent?
We will provide you with a simple login and verification for emails from 1 address. This maybe different than the contact email address.
Our intelligent systems will keep a diary of the appointments to avoid overlaps.

Quoted Price

Summary of requirements. Pension Advice qualified appointments with a qualified minimum value of £30k Pension Value, no maximum pension value.
Delivered to your chosen email account. Exclusive new appointments All established values over £30k pension funds, other requirements including consolidation, advice, transfer advice will be included.
BATCH10 Summer 2022 offer.

Total Price Including VAT

Terms and Conditions

By ticking this box - you agree to adhere to the terms and conditions detailed below

1. All leads/appointments supplied are strictly confidential and should not be shared with any 3rd party.
2. Not for resale - Leads/appointments cannot be sold on.
3. You agree to adhere to providing advice to the consumer as stipulated by the FCA
4. You agree not share any data with any 3rd party whatsoever.
5. You have the necessary authorisation and qualifications to provide advice.
6. That you will attend appointments and/or rearrange appointments on behalf of the client.
7. You will adhere to all data protection requirements when handling the client data and you understand that by accepting these terms and conditions you are responsible for the handling of the data.
8. You agree to our quality control team contacting the clients from time to time to get feedback on the quality of service.
9. That you agree to our full terms and conditions detailed https://gapgnx.com/terms-and-conditions/
10. You have the necessary authority to place this order.
11. If for what ever reason we are unable to provide the leads/appointments we will provide a refund for the shortfall.

GAP GNX reserve the right to cancel any lead supply IF the stipulations of these terms are not met or is contravened. GAP GNX want to insure that that all clients that engage with our platforms do so to provide an excellent quality of service to any new clients that they provide.

{all_fields}

Payment

Billing Address*

Same as company address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Credit Card

Card Details

Cardholder Name

Total