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Our Plans

Our plans are open to all types of Financial Advisors including both
Independent Financial Advisors and Restricted Advisors.

BASIC

FREE

  • Free 2 star profile listing
  • Indexed in search engine results
  • Access to the Auction Room

PROFESSIONAL

£480 /yr per advisor

  • 5 star profile listing
  • Indexed in search engine results
  • Access to the Auction Room
  • Qualified leads based on the size of investable assets
  • Price per lead TBC
  • Dedicated account manager
  • Up to 60 qualified leads per annum

PREMIUM

£480 /yr per advisor

  • 5 star profile listing + Premium listing position
  • Indexed in search engine results
  • Access to the Auction Room
  • Qualified leads based on the size of investable assets
  • Price per lead TBC
  • Dedicated account manager
  • Minimum 360 qualified leads per annum


Beta testing
We will be only operating the 'Basic' plan during the beta testing phase of this website. This will start in during the summer of 2020 and will last approxmimately 3 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.

During the beta testing phase hundreds of telephone qualified 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 primary region. You will know the postcode, the question and size of investable assets. The Auction Room will be open during 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 typically 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.

Basic
The 'Basic' plan gives you access to the Auction Room through an app. Here you will be able to bid on hundreds of telephone qualified leads during business hours.

Professional
The 'Professional' plan gives you access to the Auction Room through an app. In addition, you can by-pass the Auction Room and receive up to 60 telephone qualified leads per annum that meet a minimum pre-set wealth criteria. For additonal volumes, i.e. 120, 180 per annum the Professional 60 plan can be multiplied. All prices exclude VAT.

Premium
The 'Premium' plan gives you access to the Auction Room through an app. In addition, you can by-pass the Auction Room and receive a minimum of 360 telephone qualified leads per annum that meet a minimum pre-set wealth criteria. All prices exclude VAT.

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
• Final salary pension schemes
• Mortgage & Equity Release Advice


What can you not reject?
• Calls not answered
• Stated investable 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

Payment terms
Invoices will be issued for all leads every Monday for the leads issued the previous week.