Financial Advice Appointments

For over a decade we have supplied financial advice appointments to FCA regulated financial advisers. Our highly experienced in-house call centre generates qualified and confirmed financial review appointments with individuals & business owners that are looking for financial advice.

Our team ensures that each appointment offers a business opportunity and that the appointment is set to the highest standards.

We confirm all financial review appointments using our 3 steps process:

1. We make an initial call to confirm interest
2. We make a secondary call to reconfirm details and interest
3. We send the prospect a confirmation letter confirming the date & time of the appointment

We offer financial advice appointments for the following financial services:

Our financial advice appointments are set at a time which is mutually convenient for the financial adviser and the prospect.

We also offer a replacement policy for non-business opportunities and cancellations.

We understand that your company’s reputation is of utmost importance, therefore we only supply leads which have passed our rigorous quality control and compliance checks to ensure the leads we supply are both accurate and obtained in a legal and professional manner.

We are an ICO registered business and adhere to the highest data and privacy standards, including GDPR, The Data Protection Act and PECR to ensure client confidentiality and privacy at all times.

Using our in-house developers we have implemented a bespoke integrated diary system which is linked to our 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 for you.

The diary is 100% secure for you and your prospects as we anonymise the information to protect prospects privacy.