Recent content by McDermott Wealth M'gement

  1. M

    Mobile bars and cocktails

    Hi tommy. Just viewed the site and seems like a good idea. Especially for high network clients. Perhaps we should chat more some time. Hope all going well.
  2. M

    Wigan networking

    i would be interested although i am based in merseyside. I am a new business start up providing financial advice, mortgages and wealth management.
  3. M

    Advice in building a client bank / generating leads

    The licensing tests i've been doing for SJP have consisted of diploma level (money purchase pension transfer / annuities / sipps etc) and there is an advanced diploma (final salary transfers etc) which i have not yet completed the advanced diploma yet but yes your right. They would be a lot more...
  4. M

    Advice in building a client bank / generating leads

    thanks to you both. All great ideas noted. Much appreciated.
  5. M

    New member from Liverpool

    Hi, great to see so many local businesses on here. I've previously taken redundancy from a bank in Southport to give it a go giving financial advice self employed seen as none of the banks want to entertain anyone with less than 100k to invest anymore. Be interesting to see if any of us...
  6. M

    Advice in building a client bank / generating leads

    thanks for all the help. Noticed your in Manchester so not so far from me, if ever looking to share any business half way between the 2 of us say warrington, cheshire, wigan, st helens way and the existing FA's you use are too busy then send me a message. SJP does allow you to purchase leads...
  7. M

    Advice in building a client bank / generating leads

    I'm qualified to do mortgages also but haven't yet done one so sharing mortgage leads with an actual mortgage adviser would be ideal. The BNI i attended had an accountant and a mortgage adviser. Both however had an existing IFA within their existing practices. Any particular sites which are...
  8. M

    Advice in building a client bank / generating leads

    Hi, new member to the site and due to start my first sole trader venture as a wealth manager / financial adviser. My previous experience has always been bancassurance, retail banking, insurance, lending advice etc so have a covenant with the previous clients i dealt with at previous...
  9. M

    Advice on building a client bank / generating leads

    Hi, new member to the site and due to start my first sole trader venture as a wealth manager / financial adviser. My previous experience has always been bancassurance, retail banking, insurance, lending advice etc so have a covenant with the previous clients i dealt with at previous...
  10. M

    New Business Venture

    Hi everyone, new member just joined site. I've recently taken voluntary redundancy from Lloyds TSB as a financial Adviser and its not until look around at other financial advice opportunities at how poor bank advice was in comparison. After meeting with around 10 different firms (mostly...
  11. M

    Anyone else from the North West?

    Hi everyone, new member just joined site. I've recently taken voluntary redundancy from Lloyds TSB as a financial Adviser and its not until look around at other financial advice opportunities at how poor bank advice was in comparison. After meeting with around 10 different firms (mostly...
See more
Top Bottom
Community
Articles
Menu