May '25 • General 💡
Available leads
A lead provider currently has the following available if anyone is interested:
Payment is only due once the meeting takes place.
Date/Time : 21/5/25 5:00pm
Earnings Bracket : £100k +
Pensions : £340k + across 5 pots, 1 with £300k, others unconsolidated but totalling roughly £50k -
Investments :
Industry : Engineering (Director)
Goals/Objectives : Pension review, retirement plan and cashflow model
Additional Info : PAYE - Employed
Southampton based - would like to meet in person after initial consultation
Date/Time : 8/5/25 2:00pm
Pensions : 200k (drawing 2-3 times a year)
Investments : 400k in stocks
Industry : Ex-business owner
Goals/Objectives : He is wanting to look at IHT planning and reviewing his investment portfolio
Additional Info : He is based in Oxfordshire
Date/Time : 8/5/25 6:00pm
Earnings Bracket : £100k+
Investments : 4 companies, 90 million in assets mainly property, 1 million pound in liquid cash in the bank
Industry : Property
Goals/Objectives : currently has £1milllion liquid in his bank and would like to look at investments and pension options. Also would like to review his business structure due to CGT worries
Additional Info : 4 companies, asset value of roughly £90 million
- Your ideal client criteria (e.g., “UK-based HNWIs over 50”).
- Whether you prefer per-appointment or day-rate pricing.
- The number of meetings you require and in which asset banding e.g. “10x Gold meetings for the month of May”.
- Limited slots available – serious enquiries only.
- Please mention Adviser Growth Community or LifeTalk when contacting.
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Available leads
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