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