We’ll Put Clients With £150k+ In Pensions & Investments In Your Diary — Only Pay If They Show Up
Pre-qualified clients who’ve asked for help with their pension, retirement income or inheritance tax, so you’re never starting from cold.
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From enquiry to meeting, handled.
We run ads under our retirement-focused brands
Our UK team calls and qualifies every enquiry within minutes
We book them straight into your diary and position you as the expert
You show up and take the meeting. You only pay if they show and qualify
From April 2027, unused pensions will fall within inheritance tax. Clients with large pensions are actively looking for advice, and most firms can’t reach them fast enough.
Shared enquiries vs {{ brand }}
You pay for meetings that happen. Nothing else.
No-shows replaced free
Unqualified meetings (under £150k) replaced free
Not delivered within 30 days? We keep going until you’ve had every meeting, at no extra cost
Client Results
Luke Jackson
5+ years in advertising, with 1,000s of shown, qualified meetings generated, millions in ad spend managed and calling teams run day to day. Every part of the process, from the ad to the booked meeting, is handled by people who’ve done it at scale.
Questions advisers ask
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