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Network offering HNW pension leads

James White, co-founder of Investor Intelligence and Mortgage Intelligence, is setting up a national marketing network for IFAs giving pension advice to high-net-worth clients.

White will be chief executive role of the The Pension Consultancy launch is expec- ted by late October, which depends on the successful recruitment of IFAs.

He is in the process of recruiting the 100 advisers required to service leads generated by planned national marketing initiatives planned. They will be given access to all the enquiries generated through the campaign with exclusive access to their particular postcode for a 350 a month.

White believes there is a significant gap in the market for a quality national IFA brand offering independent pension and Sipp advice.

He says: “There is no doubt that we will see a strong growth in the demand for personal pension and Sipp advice during the run-up to A-Day, particularly with the inclusion of residential buy-to-let prop- erty as an allowable asset within a Sipp.”

Perspective Financial Management managing director Tony Smith says: “We are one of the first IFA firms to join The Pension Consultancy and we are all very enthusiastic about the prospect of being part of a quality national pension brand focusing on the needs of high-net-worth professional clients.”


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