Call us on020 3468 42159.00am-4.30pm weekdays, call may be recorded

Pension Appointments

The pension cold-calling ban became effective in January 2019. We no longer generate Pension Appointments. We now generate Financial Health Check Appointments which includes all areas of financial advice.

RMT Direct Leads have generated in excess of £321 million worth of pension & investment transfer opportunities for its partners since 2013.

Data accrediations
  • ICO registered business
  • Data Protection Officer registered with Gibraltar Regulatory Authority
  • GDPR compliant sourced data
  • TPS & CTPS data checked monthly

  • Call 020 3468 4215 or complete our Enquiry Form for more information.

    A potential customer that has expressed interest in financial advice and would like to speak to an Independent Financial Advisor or Restricted Advisor relating to one or more of the following areas. This is called a Financial Health Check Appointment:

    Financial Health Check Appointments

    Through a mixture of inbound leads and by targeting individuals using opted-in GDPR compliant data. We use a professional telemarketer trained in financial services to explain the benefits of a Financial Health Check to generate interest.

    We charge a fixed price per appointment. £390 to £450 (no VAT) per lead, depending on fund size.

    Please call 020 3468 4215 for further details.

    Financial Health Check Appointments

    Client Name: Ryan Mellor
    Appointment Day: Tuesday
    Appointment Date: 14/10/2013
    Appointment Time: 18:00
    Address: xxx
    Occupation: Sales Director
    Telephone Number: 020 3468 4215
    Email Address:
    Qualified By: Angie Murray

    Financial Health Check Appointments

    The RMT Direct Leads professional telemarketer is calling on behalf of Financial Advisor Direct

    At the time the appointment is made an email is sent to the prospect which includes a profile of your FCA regulated firm and a letter detailing the date and time of your appointment. A text message is also sent out confirming that the appointment has been made.

    Financial Health Check Appointments

    Current Financial Health Check Appointments conversion rates at RMT Direct Leads hover around 70%.

    Your conversion rate will, of course, depend on your individual ability.

    How many leads will you buy each month?
    Possible percentage conversion rate? %
    How much is an IFA Lead fee worth to you? £  

    Which means the number of sales you generate will be (not including other business):
    And that means the total amount of business generated equates to (not including other business): £

    Book Now. Pay Later is available for Financial Advisor Leads and Financial Health Check Appointments.

    Reduce delivery risk and get cashflow positive by booking your campaign and then only paying for your lead only after the appointments is sat or the lead delivered!

    For more information call 020 3468 4215.

    My name is James Paul and I have worked alongside RMT since October 2014. Back then I had only recently started out as an IFA and I was eager to grow my business quickly. I did not really have the time to wait for my relationships with other industry professionals to start showing some fruit by means of them referring their clients to me. I wanted to see clients as soon as possible. I found out about them online after I had become frustrated dealing with other companies that did the same thing. I did not want to rely on one company to book appointments for me because I could end up not seeing any one if they weren’t any good. The difference is most of the other companies made me pay for the appointments up front, only for them to cancel and leave me out of pocket while they promise to replace it. This would go on for weeks at a time. After a while, I found that not only were RMT good at book appointments, and filling my diary, the feedback I would get about their staff from the prospects was that they were always professional, I have made it work for me so that I have only been using RMTs appointment booking service over the past few years.

    Since October 2014 I have spent just over £40,000 with RTM in them helping me to grow my business and acquire new clients.

    Since I started with them I have made just under £130,000 from just adviser fees alone and I have made some great new relations with new clients that add value to my business.

    I would again, and have done in the past, recommended them to other advisers who have been wanting to grow their business.

    I have enjoyed my journey with RMT and I genuinely thank them for being consistent in booking appointments for me over the years, and for their professionalism in dealing with nervous prospects.
    James Paul - Wealth Manager - West Midlands
    I have taken pension appointments from RMT over the last 2 years and have found their appointments excellent. I have 28 years experience as a financial adviser and can categorically state that I have a 99% conversation rate(yes it is 99% I am very good at my job) and average income per appointment in excess of £2500 which also includes other types of business transacted with the client. There may be times when the appointment does not happen with clients cancelling the appointment for whatever reason but RMT are diligent in reappointing. Keep up the good work and look forward to more profitable appointment now and in the future. If anyone who wants to use RMT please contact me if you want to verify or discuss.
    Peter C. Sykes - Financial Advisor - Yorkshire
    RMT Direct Leads provides a professional service that is thorough for both the client and myself. The actual appointment making is second to none for booking and follow up.
    David Rogers - Cheshire Wealth Partnership - Cheshire
    Excellent service and way ahead of competitors, client feedback is very positive. Please do not let the standards drop.
    Chandan Hinduja - True Potential Wealth Management - Middlesex
    We have been dealing with RMT Direct Leads now for about 3 months and all I can say is we have been flabbergasted by the service we have received. A combination of great leads in our selected postcodes, efficient diary management, appointment booking and great service all round. They really have transformed the way we run our business and we hope to continue our working relationship with them long into the future.
    James Tomlinson - JT Private Finance - Doncaster
    I use RMT Direct Leads for pension leads in my area, the calls are of good quality and the feedback regarding the sales staff is very positive. I have increased my income since using their services. I highly recommend them.
    Mark Horner DipPFS - Estate Asset Management - South Wales
    What I like is the low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey. Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address.
    Imran Ashraf - Wealth Management Consultant - Guildford
    The quality of notes is great. Very accurate and it is evident that the appointment maker is having good conversations with the prospect.
    Vinny Lall - The Chambers Partnership - Macclesfield
    Its the wheel of fortune with your services some you win some you lose. But you have to average it all out in the end and then it makes sense.
    Richard Paylor - HIA International - Bedford

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