High-Quality Meetings With Decision Makers.
Client Testimonials
"Gareth has generated over 200 quality meetings for me over the years which has provided an invaluable source of new business and, the return on investment has been five-fold, with many longstanding relationships built with those clients".
Nic Carlton-Smith www.cspwealth.com
"Gareth has arranged more than 70 meetings for me with successful business owners. The high-caliber of appointments is what separates him from other lead generation companies I've experienced. Trying to get in front of these people, in the first place, is the hardest part. I would certainly not have had the opportunities to do so without his help"​
George Carlton-Smith
"I have known Gareth for many years. He has the ability to engage potential clients in the right manner, conveying a professionalism that is welcomed by us and by them. Upon reflection a number of the client's we have looked after for year after year were initially sourced by Gareth and I recall a number saying the same thing at outset - that if it wasn't for his approach we wouldn't be sitting in front of them".
David Hardman www.dmhwealth.co.uk
If you wish to speak with my clients, I am happy to provide you with contact details.
ABOUT YOU
Naturally, you are well-aware of the benefits that your company can bring to others. The difficult part however, is having that one opportunity to meet and speak with them.
I have over 15 years’ experience arranging high-quality introductory meetings with business owners and decision-makers across the UK.
MY WORK
Generating new advisory relationships requires time, consistency and the ability to engage business owners in meaningful conversations.
My Appoints exists to help professional firms develop new opportunities through structured, high-quality introductions.
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15+ Years Experience
For over 15 years I have worked with wealth management firms and specialist related advisors, engaging directly with business owners to arrange qualified meetings that lead to long-term client relationships.
This experience means conversations are handled professionally, with a clear understanding of how business owners think and make decisions.
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Director-Level Conversations
The focus is always on decision-makers.
Meetings are arranged with individuals who have the authority to explore opportunities and make decisions for their business.
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Quality Over Volume
My approach is not based on mass calling or pressure selling.
Prospects are approached professionally and conversations are positioned around exploring the potential of your service, ensuring meetings are relevant and worthwhile.
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How
As part of your firm and marketing team, I present myself to potential prospects in a professional manner. I contact senior business owners or your target contact directly over the phone and introduce 'our company' explaining our approach and proposition.
If you have experienced quality introductory meetings, then you will know they are both an opportunity for immediate new business and to build a pipeline.
Costs
My clients only pay for the results I produce.
There are no long-term commitments or upfront campaign fees.
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The objective is to generate high-quality meetings with decision-makers that create long-term client relationships and deliver a clear return on investment.
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How I Charge
My role involves researching suitable prospects, contacting decision-makers directly, and professionally representing your firm to secure qualified introductory meetings.
Because of the time and expertise involved in this process, my model is structured as follows:
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1. Appointment Fee
A fixed fee for each qualified meeting that takes place.
2. Introducer Commission
For introductions that convert into clients, an agreed introducer percentage applies to the work generated, with the appointment fee deducted from that commission.
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This structure ensures the relationship remains commercially aligned and beneficial to both parties.
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Meeting Quality
A key focus of my work is meeting quality, not volume.
Prospects are never pressured into meetings. Instead, conversations are approached professionally, ensuring that meetings are scheduled with genuine interest and commercial relevance.
As a result, my cancellation and reschedule rate is extremely low.
If a meeting is rescheduled, I handle the rearrangement directly.
In the rare event of a cancellation, it is typically replaced by the next qualified meeting arranged.
Data & Compliance
All outreach activity is conducted in accordance with UK PECR regulations governing business-to-business telemarketing.
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Where applicable, conversations are positioned purely as introductions to explore a potential advisory discussion, rather than the promotion of specific financial or tax products.
I am registered with the Information Commissioner’s Office (ICO) and operate in accordance with UK data protection legislation.
For further information, please see my Data Privacy Policy.
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Data Sources
Company data is sourced from reputable UK B2B data providers, ensuring information is regularly updated and suitable for legitimate business-to-business outreach. Prospect targeting can be tailored by sector, geography, company size or commercial criteria relevant to the campaign
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All outreach activity and discussions are recorded and managed within a secure CRM system.
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Data Provided to Clients
Where appropriate, relevant prospect data and conversation notes can be shared with clients to support any ongoing relationship development and marketing activity.
This information can be provided in Excel format for integration with your own CRM or internal records.
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Data Preparation Fee
Where a dedicated prospect data set is required for a campaign, a one-off data source and preparation fee of £200 will apply.
CONTACT ME
If you are looking to develop new opportunities and meet more business owners, I would be happy to discuss how a targeted campaign could work for your firm.
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​Email: gareth@myappoints.com
Phone: 07464 79-44-55
Address: 124 City Road, London, EC1V 2NX
