Built for UK financial advisers and IFAs
For UK financial advisers and IFA practices who want corporate-services or director-level prospects without spending half a day on cold outreach.
Hi {first_name} — quick note. We help UK companies your size structure director and senior pension provision in a way that's tax-efficient for the company and the individuals. Most of what we do starts as a 20-minute call. Worth one?
You review and edit the template during onboarding. Variable substitution ({first_name}, {company}) personalises every send.
Step 1
Fill in: company, website, who you typically work with. We extract your USP automatically. Designed for a financial-adviser principal or IFA practice head.
Step 2
Targeted to business owners, directors, and HR directors at UK SMEs (for corporate-services advisers) or high-earning professionals (for personal-finance advisers). From our infrastructure, never your domain.
Step 3
Opens, clicks, replies. Bot-filtered. Ranked on a 4-tier interest model.
Step 4
Name, company, role, phone, LinkedIn, email — every weekday morning.
First 500 customers · £49 forever
First 500 customers only. Goes up after.
B2B cold email to corporate subscribers is permitted under PECR. The email itself must not constitute regulated advice — it should invite a conversation, not promote a specific investment. We help shape the copy to stay on the right side of that line during onboarding.
Sector, company size, and region are reliable filters. Director age and turnover bands are less reliable in our data — better captured at the conversation stage.