Register and choose your plan
Build your questions
Engage with clients
Our plans are open to all types of Financial Advisors including:
Independent Financial Advisors, Restricted Whole-of-Market Advisors and Restricted Advisors.
£40 monthly per advisor*
£40 monthly per postcode*
* - VAT applies
Update January 2020
We will be only operating the Basic plan during the Beta testing phase of this website. This will commense in January 2020 and last appromimately 3-6 months. This is to test the functions of the Auction Room, and to increase the number of users to a workable level. All leads generated during the beta phase will be telephone qualified before they are submitted to the Auction Room. All subsribers to the Basic Plan will be offered a FREE upgrade for 3 months to the Professional & Premium plans, once the beta phase is complete.
Enhanced 5 star 'Match Rating' profile listing will be avaialble to Basic users during beta testing.
During the beta testing phase hundreds of filtered leads will be put through the Auction Room. You will be invited to the Auction Room and be invited to bid on the leads, should the lead reside in your region. You will know the postcode, the question and size of investable assets. The Auction Room will be open duirng the business hours 09:00 to 16:30 Monday to Friday. You will be able to bid for leads in the Auction Room using a mobile App. The auction will run for a specified amount of time (20 minutes) and may have a reserve price. All bids made are blind to other users, (similar to eBay) although you will be aware if you do or not have the highest bid.
What is our lead rejection criteria?
Incorrect details - wrong number, name does not match enquiry.
Hoax – someone is trying to sell you something in the enquiry or it is obviously a fake. client (e.g. Mickey Mouse).
Non-resident - when it is clear from the message that the enquirer is not a UK resident.
Duplicate enquiry – if a consumer has previously contacted you through Regulated Advice.
Debt management – if it is clear from the message that the enquirer is only seeking debt management advice and has debt.
Mortgage advice, equity release advice and Final Salary Advice - these are optional.
What can you not reject?
Calls not answered.
Stated investibale assets is different from what has been stated (unless of course the lead is a hoax).
You do no business or it is not possible to give advice.
Invoices will be issued for all leads every Monday for the leads issued the previous week.
How many enquiries can I expect?
Auction Room leads only.
Maximum of 10 per month.
Cost of leads
(subject to change once BETA testing phase is complete - price TBC once Professional & Premium service is live)
Based on the size of investable assets:
Any level - £60 +VAT
Over £50,000 of investable assets - £140 +VAT
Over £100,000 of investable assets - £140 +VAT
Over £250,000 of investable assets- £140 +VAT
Over £500,000 of investable assets- £140 +VAT