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Thread: Looking for Independent financial advisor data

  1. #1
    SJR

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    Hi,

    New to this so if you could bear with me. I'm look for financial data. More specifically financial advisor data. The data needs to include if possible;

    name
    address
    telephone number
    email address

    if this data can be provided either in a CSV file or on an excel spreadsheet. We are a new business and looking at providing a SIPP product to independent financial advisors for them to sell to their clients. This is only for advisors based in the UK. More details can be provided on request

    I would also be intrested in setting up a programme paying out on a qualified lead basis. If you need further information or qualification then please messgae me.

    many thanks

  2. #2
    Registered User

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    Hi I have a call centre who work on dialler system, they gather financial information on various specific products. Can u plz provide the specific criteria you would require to be a qualified lead



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