Enquiry Solutions | Spec & Pricing

tel: 0800 433 2777

IFA Lead Specification

No Quibble Refund Policy

Enquiries can be refunded in the following circumstances:

Invalid Enquiry - incorrect phone details, false name or person not known at that number/email

Pension & Retirement

Investments

Protection

Financial Planning

IHT & Tax

Clients actively searching for these kinds of advice:

The Benefits of Our Service:

No Cold Calling | Our enquiries are receptive to speaking with an advisor
Low Commitment | Keep flexibility where you spend your marketing budget
Predictable | A consistent volume of monthly enquiries means you can plan your income
Control | Tailor the number of enquiries you receive per month to your capacity
No Up-Front Payments | Only pay for enquiries after you've received them via monthly invoicing

Duplicate Enquiry - You've had the same enquiry from Enquiry Solutions in the preceding 90 days

Professional Enquiry - The enquiry is from another IFA or someone trying to sell you something

Out of scope - The enquirer is under 18 years old or a non-UK resident for tax purposes

Enquiries cannot be refunded in the following circumstances:

Doesn't pick up - The enquirer doesn't answer their phone or reply to emails

Already found an answer- The enquirer has already found the advice they're looking for or changed their mind

Advice not required- The enquiry doesn't require an IFA

Mortgage- The purpose of the enquiry is to discuss a mortgage or remortgage

Final Salary- The purpose of the enquiry is to discuss a final salary transfer

Equity Release- The purpose of the enquiry is to discuss an equity release plan

Debt- The purpose of the enquiry is to discuss a debt problem

Enquiry Solutions is a brand of Inzuzo Ltd, a company registered in England, number 09874012. Please view our privacy policy.