Financial Planning Lead Generation

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Experience Level: Intermediate
I offer a comprehensive financial and lifestyle planning package to hotels, guest houses and bed and breakfasts across the North of England. I spend time with clients identifying their life goals and priorities and then hel p them caculate the cost of their dreams and use sophisticated software to build a lifetime cashflow forecast for them. My aim is to work with them initially to deal with any immediate financial issues they may have and then continue long term to ensure they can meet their life goals without ever running out of money. I am a qualified IFA so if products such as pensions, mortgages, investments are required I will arrange them however I can also help with business planning, business focus, financial management. I don't work on a commission basis but charge an upfront fee for developing the clients plan for them and then an ongoing retainer for the ongoing planning service.

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