Only regulated financial advice companies…
We have a subscriber base of well over 50k that is growing every day, and we generate around 3-5k new business enquiries every month. To qualify for these leads your business needs to be a verified and approved IFA with FCA authorisation and the qualifications to match the lead. This way we ensure that, when we pass you a lead, the client has a great experience from end to end.
Each lead we send to you is sent realtime, as it happens. Each person has requested help and is ready to be called back! As the lead occurs, we send it to you and you can then work your magic!
HNW / Retirement / Inheritance Planning
We have a range of types of leads we can send to you, but we specialise in high net worth, retirement, and inheritance and wealth management.
Leads supplied in the way you want them…
We will send you your leads the way you want them. Not got 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 own online calendar!
Integrate with our CRM, or, 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 experienced skill base we can develop online digital assets that work with your business, dovetailing into your processes, and bringing real productivity from your advertising spend.