Testimonials
Our main aim is to qualify financial service leads for our clients, but that's not all. Here at A-Point we always intend to build long lasting and close working relationships with the Financial Advisors we work with. Here are some testimonials from just a few of our happy customers.
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Adam James
Director of Adam James
Wealth Management Ltd
"A-Point has enabled me to focus on my clients and new acquisition without distraction. They provide a professional service that is the first point of contact for new prospects. Since working together, my diary activity has increased. and my average ROI per lead booked for my appointments so far has been around £3000 per lead. It is early days in my journey but I have nearly added £300,000 in funds under management.
My A-Point account only went live last month and I am already seeing these returns. I can’t wait to see how the next few months progress.
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I would definitely recommend A-Point. They provide a very professional service and are experts at out-bound calling. I have found working with A-Point much easier than making the calls myself as I can focus on the client and look forward to seeing the next appointment appear in my diary. It has made a big difference to my business and adds new client relationships for the longer term.
My diary has never been busier!"
Chloe Illman
Independent Financial Adviser
Lifetime IFA
"We have recently enlisted the help of A-Point. We are absolutely thrilled by the effect it has had on our business.
It has taken the stresses and pressures away from us and we’ve seen an increased amount of bookings by having A-Point on board. Chloe is an absolute delight to deal with and nothing has ever been too much trouble for her. For me personally I rate the quality of a business by its people and i certainly can’t fault Sam or Chloe for their professionalism and business acumen.
I am very much looking forward to working with A-Point over the longer-term and would have no hesitation in recommending them to other businesses. Thank you A-Point team, you’ve made my life so much easier and I can concentrate on the parts of advising that I enjoy most because of you!"
