With a Money Aspects IFA franchise, you will get marketing done to attract you to the right people
Our Concept
A Job Or A Future
You - The IFA
Your Clients
Building Your Business
Investments...Our Way
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The definition of marketing which we work to is "to create and keep a customer".

Too often, people go headlong into advertising and promotions for new clients and forget about existing clients. Over a long period we have shown that existing clients produce 60% of all of our sales, and they in turn give us about 20% of our business from their referrals. Ignoring them in order to get completely new business is like shooting yourself in the foot.

Our review service - both the Client Maintenance Report (CMR) and the client Financial Review - is how we evaluate our clients' finances. These two products allow us to see their entire picture and look after everything for them.

By giving existing clients a service which is second-to-none, you will ensure that they remain your clients for a long time*.

If you do not have enough clients to achieve a steady income, we will help you build this area of your business up. What we would do for you is target the relevant people in your geographical area and make them aware of the high-quality service on offer. This can be done by any number of means, by us working together.

Any marketing campaign devised for you would be unique from all others done for other franchises. They would be suited for you to specifically target those people you would like as your clients.

We subscribe not only to the Data Protection Act (DPA) but also to both the Mailing Preference Service (MPS) and the Telephone Preference Service (TPS) to ensure all marketing done is compliant.

* Money Advice & Planning retains approximately 97% of all its clients.


BFA - The British Franchise Association
A member of the British Franchise Association.