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Financial Appointments

Financial Appointments

Our tightly controlled in-house call centre will generate highly qualified, fully confirmed appointments with high net worth people, which offer a "Guaranteed Business Opportunity". There are two options available:

    OPTION 1:

  • Looking to transfer an existing pension with a fund value of at least £15,000.
  • Looking to carry out a lump sum investment in excess of £15,000.
    OPTION 2:

  • Start a new pension, re-start a frozen pension in excess of £100 per month.
  • Looking to transfer an existing pension with a fund value of at least £20,000.
  • Looking to carry out a lump sum investment in excess of £20,000.
  • Start an investment product in excess of £100 per month.


    We offer a 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.
  • There turns out be a problem with the "guaranteed business opportunity" e.g. Unknown to the client he/she has a guaranteed annuity.

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