Dennis Hall APFS AIFP Chartered Financial Planner

Yellowtail Financial Planning Limited
Since I started my firm I have been using unbiased.co.uk as a source of new clients. On various IFA forums and in the trade press I have commented favourably about the value for money we have got from the service. Apart from our existing clients and contacts we have not done any other marketing (until this month) because we have been receiving a steady stream of quality clients through the unbiased site.

As an indication of the activity we have witnessed, since I returned to the office on 3rd January I have met with 5 new prospective clients who match my new client criteria. Three of these have already signed up to our service and I am positive that at least one other will also become a client. As our minimum client take on fee is £2,500 + Vat this has more than covered our costs. One of the new clients is a top city lawyer who found us through unbiased.co.uk. We expect to be able to bill £5,000 per annum from this one client alone, over and above our take on fee.

Of course, unbiased.co.uk doesn’t turn an enquiry into a client, we have spent a lot of time, effort and money on having an attractive website which turns the browsing visitor into a face to face meeting, and also our proposition is compelling. However, without unbiased we would have to find alternative ways to drive the merely inquisitive internet user into a real enquiry. On that basis unbiased has got to be the most cost effective and time effective marketing tool we have used.