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Marketing

As a member of our network, you can depend on us to support your marketing and business development.

Helping you to market your business
At the heart of any successful business is a sound marketing plan and you can turn to us for the necessary tools. Our online marketing department includes a guide to financial promotions along with compliant marketing templates for you to download.

We provide information and support for your:

  • Letters
  • Direct mail
  • Newsletter
  • Website
  • Advertising

We’ve negotiated highly competitive rates for a white-label website facility which can be branded with your own corporate identity. We automatically update the content so you have no compliance worries.

Helping you to develop your business
Your dedicated Training & Development Manager is here to help you write more business and become more profitable in a compliant manner. Your TDM will:

  • liaise with providers to assist you if you are unhappy about any aspect of their offering
  • share real examples of what has worked and not worked for other appointed representatives
  • introduce you to fellow appointed representative firms if you need locum cover
  • update you with provider developments
  • listen to your feedback about the network and act on it
  • keep you updated with important FSA developments
  • arrange any training needs you may have

We host an annual national sales conference where you can learn about our plans for the future and meet other appointed representatives.
To celebrate success, we hold an annual ‘High Flyers’ incentive event.


To view the marketing department please enter your client ID & password.
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