IFA Appointments are generated from opted-in GDPR compliant data. Targeting individuals,the professional RMT Direct Leads telemarketer is calling from IFA Direct Home
on behalf of your firm. We use an initial call to explain the benefits of a Financial Health Check to generate interest. In a second call, clients that request a review of an existing pension are confirmed and then referred to our Financial Advisor members should they wish to have an appointment booked.