We target a range of service requirements and each lead we create is passed straight to the allocated advisor firm.
We currently generate between 3k to 5k leads per month – with a capacity of around 8k to 10k per month. So we can cope, whatever your requirements are.
Easily £1 Billion FUM
We cannot put an exact figure on the funds under management we have generated, but we would estimate it to be in the region of £1 Billion and climbing.
We partner only with qualified, IFA firms and individuals. We look for specialist advice requirements and place only this with our partners.
Leads supplied in the way you want them…
We will send you your leads the way you want them. Not time to qualify your own leads? We have our own in-house team who will work on your behalf and make appointments for you.
Do you want appointments made, with qualified leads that are within your required criteria? We can do that! We have a team of excellent telephone support that will learn about your business, and place appointments directly into your diary through Calendly!
Integrate with your existing CRM or systems, we can inject our leads into your existing system. For our team it is straightforward and we will carry out all the work for you.
You may want a custom solution. By utilising our highly experience skill base we can develop online digital assets that work with your business, dovetailing into your business and bringing real productivity from your advertising spend.