High-Quality Leads for Financial Advisers, Wealth Managers, and Professional Firms
GAP – Concierge service – Perfect for single advisers or large firms
Each Appointment has an average FUM of £185k
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.
Quality appointment
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.
Fast onboarding
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 Upfront commitment
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.