REACHING OUT BY

DIRECT MARKETING

IDEAL CLIENT


We put Chartered Financial Planners in front of high net worth prospects with confirmed needs.



GROWTH


We achieve consistent results that will aid the growth of your client base and revenue.

 

PARTNERSHIPS


We enable Chartered Financial Planners to build strong relationships with ideal clients 

WHAT OUR CLIENTS SAY ABOUT US

Fantastic service


High quality meetings with high quality prospects. Fantastic service.


James Blake


Consistent returns


IFA's Appointments consistently delivers high quality appointments for me and my team.


Adam Bellamy