About Us
My name is John Jackson. I'm a specialist marketing consultant. my services are unique in the financial services industry and is run for the benefit of IFAs and other financial professionals.
I initiate new business meetings for Financial Advisers who are keen to get in front of ACCOUNTANTS and SOLICITORS, with a view to forming a business relationship.
Accountants
A significant number of these professionals regularly express enthusiasm to meet a suitably qualified IFA, usually of a General Practitioner variety. They are interested to talk with Advisers who could help them add value to their business, retain clients, and offer opportunities from time to time. This interest is regularly being expressed in a good many parts of the UK.
Solicitors
Many of these professionals show strong interest in meeting with an Adviser having the right qualifications to handle TRUSTS and INHERITANCE TAX PLANNING inquiries. I speak to Probate and Private Client departments and generally chat with a Head of Department/Partner.