Marketing service targets IFAs seeking new clients
A new type of lead generation marketing service has been launched for IFAs which establishes specifically what investment advice the client requires ahead of an appointment.
Developed by Investor Connections, the initiative is the first of its kind as it presents IFAs with exclusive access to appointments with clients seeking investment advice in the firm’s postcode area,...
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Vintage Wealth Management acquires Beaufort firm Corfe WM
Surrey-based firm
It's official: Advice is better than guidance, says Guy Opperman
From the horse's mouth
