
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business, and the infrastructure to support and develop large ARs. Using the latest technology to acquire leads and then process the application we have also perfected the challenges presented by the every changing demands of the modern consumer. We are very proud of our ability to service customer enquiries in a way that suits...
Focussing on client needs in the following areas: mortgages,protection,and business planning.,mortgages,compliance support,training,marketing support,ux ,and crm
The finance planning group operates in the Financial services industry.
The finance planning group's revenue is 11m - 100m
The finance planning group has 51 - 200 employees.
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