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Our quality guarantee

We only want to give you high quality appointments that have the best chance of converting to written business. And because we only get paid if our conversion rates reach an acceptable minimum, you can be sure we strive to maximise them. And because we are interested in building long term relationships, we make every effort to give you the kinds of appointments you want – based on your exact requirements.

Meet the team

Our experienced and professional team will be an asset to your company. Their friendly and approachable attitude and genuine interest in pairing people with a Financial Advisor means they are more than just a telesales team. In fact, we pride ourselves on being the vital human link in the sales process, gaining a rapport and setting the right tone from the outset, earning you the best chance to give the advice and write the business. 

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Sam Perry

Director and Founder of A-Point, Sam has over 30 years’ experience in sales and marketing. His career ranges from developing, marketing and selling international property with Savills, to devising and carrying out marketing strategies for financial services companies. Since 2014 Sam and A-Point have developed a track record of introducing innovative and market leading improvements in performance in lead generation and conversion. 

Chloe Barlow

Chloe, a consummate professional with a consistent record of meeting and exceeding client targets, is also an actress, singer and all round performer. Her charisma ensures she is very popular with our very happy clients.  

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Joe Inigo

Diligent and thorough in his work, Joe converts leads to exceptionally high rates and standards. He is one of A-Point's highest performing consultants. 

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Emily Parkes

An experienced marketing professional specialising in designing and managing social media campaigns and general marketing strategies. Emily is an accomplished website designer and knows what works and what doesn’t when it comes to effectively enhancing your business’s online presence.

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Andy Richards

As a fully qualified Chartered Accountant, Andy has an eye for data. He ensures that we are always on track with our strategy and maintaining 

high standards of customer service at all times.  

Paul
Whitlock

A driven professional with over 20 years experience in financial services.  Paul is a trusted and motivated team player with exceptional communication and relationship management skills. His ability to quickly build rapports and communicate effectively with any audience, enable him to consistently exceed targets. Passions outside the office include exploring and travelling the road less travelled. 

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Clare
Healy

Clare is our Business Development & New Projects Manager. She is a highly motivated and resourceful member of the team. Clare has a bright and positive outlook and is as popular with clients as she is with her colleagues. Her indefatigable can-do approach means that she can always find a way around the trickiest of obstacles!

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Work for us

We're always looking for the right people to join our team. If you're professional, personable and have a strong work ethic we'd like to hear from you. Our main criteria is that you need to come across very confidently on the phone and be able to build a rapport. Please contact Sam on
info@a-point.co.uk

Speak to a member of our team today

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