For over a decade we have supplied IFA 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:
- We make an initial call to confirm interest
- We make a secondary call to reconfirm details and interest
- We send the prospect a confirmation letter confirming the date & time of the appointment