CPR Marketing

Financial Appointments

Our tightly controlled in-house call centre will generate highly qualified, fully confirmed appointments with high net worth people that are looking to do one or more of the following:

  • Start a new pension in excess of £100 per month.
  • 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.
  • Full replacement guarantee if an appointment does not take place due to the following reasons:
    • The client cancels after confirmation of the appointment.
    • The client is not at the given address at the agreed time.

The Questions We Ask

We request the following information from the prospect during a standard appointment fact find.

  • Date of Birth
  • Household Income
  • Smoking Status
  • Health Status
  • Existing Pension Details
  • Details of Existing Investments
  • Life Assurance Details
  • Medical Cover
  • Full Mortgage Details
  • Credit Card & Loan Details