If you’re looking for financial review or pension appointments our highly experienced in-house call centre will generate qualified and confirmed financial review and pension appointments with individuals & business owners that are looking for financial advice for one or more of the following:
- Looking to transfer an existing pension with a fund value of at least £10,000
- Looking to carry out a lump sum investment in excess of £10,000
- Start an investment product in excess of £100 per month
- Client name
- Appointment address
- Employment status
- Client age
- Pension details
- Appointment date & time
Using our developers we have implemented a bespoke integrated diary system which is linked to our in house call centre. This simple diary system can be kept up to date via the internet and ensures that any appointments we make are scheduled to take place at a time which is convenient.
Unlike other marketing companies and call centres we specialise in telemarketing for financial services and we believe we offer unparalleled customer service and quality because of this. The individuals behind Proconnect all have many years of experience in telemarketing for financial services and it’s through this understanding we can provide this unique service, in short we stick to what we know.
All advisers we work on behalf of must be FCA regulated to ensure any advice given is in the client’s best interest and is personally tailored to their requirements.
Our friendly team are standing by to help you, 5 days a week. We aim to answer all questions within 24 hours.