An online introducer service is being launched for both consumers and IFAs which could challenge IFA Promotion's role of passing on local financial services business leads.
Launching in July, the tiptopmoney.com service is created by Financial Fitness Ltd in Southampton and is designed as both a sophisticated education site for consumers and lead generator for IFAs. While much of the material on the site is designed to educate the consumer about the various financial planning options available and how different types of product work, the site also carries an additional lead forwarding service connecting consumers to partner intermediary firms. Similar to IFAP’s unbiased website, a postcode generator tool will offer consumers a handful of IFA firm names f...
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