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What do we do?

We promote the benefits of independent financial advice to proprietors, partners and managing directors of small to medium sized businesses, with a view to introducing them to the IFAs who subscribe to our service.


Using the most up to date business data available, our postcode targeted leads are fully qualified meaning that, unlike some lead providers, the clients we refer to you won't have gone elsewhere before you meet with them. Furthermore, we will handle all elements of arranging the appointment, including reappointing if a client needs to postpone for any reason - all we need is access to your Google diary.


For details on how to join our service please click here




Copyright 2016 Client First (FS) LLP 52-54  Devonport Road  Stoke  Plymouth  Devon  PL3 4DF  
Tel: 01752 559936  email: 
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"I have dealt with Client First for over 12 months and they have delivered everything they promised. Making appointments with decision making business people is not easy but the Client First team have managed to achieve that. When I arrive to meet a client they are expecting me and are fully aware of the purpose of the meeting; they are open and receptive in terms of being willing to arrange business with me. The Client First team basically ' Lead the horse to the water but they can't make them drink!)

Of the people I have seen approximately half of them have arranged business with me; the business has been very good quality and I am 'in profit' in terms of earnings compared to the cost of Client First arranging appointments for me - if I wasn't I would have stopped using them by now.I have recently increased my monthly spend with Client First because I am satisfied with the service provided". Chris - Cumbria