For over a decade, Proconnect Marketing has played a pivotal role in the financial services sector, serving as a comprehensive financial intermediary. Our expertise lies in arranging in-depth financial advice appointments and connecting FCA-regulated financial advisers with clients seeking expert financial guidance.
Our Enhanced Intermediary Services Include:
- Identify Advice Seekers: Our proficient marketing team employs various platforms and strategies to identify and engage with individuals and business owners actively seeking financial advice.
- Initial Interest Confirmation: We initiate contact to confirm the client’s interest in financial services, laying the groundwork for a fruitful advisory session.
- Detail and Interest Reconfirmation: A subsequent call helps to reconfirm the client’s financial details and solidify their commitment, ensuring their needs are accurately matched with the adviser’s expertise.
- Appointment Finalisation and Confirmation: A confirmation letter details the date and time of the appointment, establishing our commitment to organized and professional engagement.
Diverse Range of Financial Advice Appointments:
- Pension Advice
- Investments & ISAs
- Life Insurance
- Estate Planning & Inheritance Tax (IHT)
- Equity Release
- Mortgage Advice
- Corporate Financial Advice
- General Financial Review