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Hello Barry and the team,

Saw Clear Financial Advice is based in Beckenham and works closely with clients planning for retirement and life changes. Most financial advisors lose out on new enquiries because their outreach feels templated, so it never gets a genuine reply—or worse, it gets filtered before anyone at the firm sees it.

We specialise in cold email that sounds like it was written for one person, not a list. That means better engagement with business owners looking for support, and fewer missed opportunities.

Curious—how do you usually reach prospective clients, and do you ever worry good leads are slipping through the cracks?

P.S. Not a pitch—happy to show you three sample emails tailored for Clear, if you want to see how it reads.

Kind Regards

Simon Gilbert

T: +44 20 3432 4086
T: +44 74 1245 3243
E: [email protected]
W: www.madoutreach.co.uk
A: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA

Mad Out Reach is a trading name of Mad Tech Heads Limited, registered in England & Wales (company no. 14440918). Registered office: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA.
ICO registration: ZC131659

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Hi Barry,

Following up on my last note—looked closer at how Clear Financial Advice positions its independent expertise, especially around tax-efficient planning and later-life advice. Many firms have strong credentials but their emails don't show that—they sound generic, so prospects assume the service is too.

Have you found it tricky to get across your long-term, personal approach in first-contact emails? Or do you rely more on referrals and your website?

Happy to share what we've seen work for other independent planners in Kent.

Kind Regards

Simon Gilbert

T: +44 20 3432 4086
T: +44 74 1245 3243
E: [email protected]
W: www.madoutreach.co.uk
A: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA

Mad Out Reach is a trading name of Mad Tech Heads Limited, registered in England & Wales (company no. 14440918). Registered office: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA.
ICO registration: ZC131659

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Hi Barry,

Something else that stood out: if even a handful of your cold emails end up in spam, it quietly kills new leads without you knowing. For financial planning firms like Clear, one missed conversation can mean losing a client for years.

I can run a quick check on your sender reputation and put together a short report—no cost, no commitment. Worth a look?

P.S. On cost — it's £75 a month, all in. That's less than the price of a daily coffee to have the right prospects found and contacted for you, properly, every working day.

Kind Regards

Simon Gilbert

T: +44 20 3432 4086
T: +44 74 1245 3243
E: [email protected]
W: www.madoutreach.co.uk
A: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA

Mad Out Reach is a trading name of Mad Tech Heads Limited, registered in England & Wales (company no. 14440918). Registered office: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA.
ICO registration: ZC131659

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Hi Barry,

Realise the timing may not be perfect—financial planning teams are usually busy helping clients, not thinking about email sequences. But the right outreach can bring in new clients before you need to chase them.

If you’re interested, I can point you to a few tactics other Kent firms are using that don’t require extra time from your side. Let me know if you want a quick summary—no pressure either way.

P.S. On cost — it's £75 a month, all in. That's less than the price of a daily coffee to have the right prospects found and contacted for you, properly, every working day.

Kind Regards

Simon Gilbert

T: +44 20 3432 4086
T: +44 74 1245 3243
E: [email protected]
W: www.madoutreach.co.uk
A: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA

Mad Out Reach is a trading name of Mad Tech Heads Limited, registered in England & Wales (company no. 14440918). Registered office: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA.
ICO registration: ZC131659

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Hi Barry,

Final note from me—I won’t keep following up if now’s not the right time. If you ever want to revisit how you approach new leads, reply ‘yes’ and I’ll send over some ideas. Otherwise, all the best.

P.S. On cost — it's £75 a month, all in. That's less than the price of a daily coffee to have the right prospects found and contacted for you, properly, every working day.

Kind Regards

Simon Gilbert

T: +44 20 3432 4086
T: +44 74 1245 3243
E: [email protected]
W: www.madoutreach.co.uk
A: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA

Mad Out Reach is a trading name of Mad Tech Heads Limited, registered in England & Wales (company no. 14440918). Registered office: Office 7622, 182-184 High Street North, East Ham, London, E6 2JA.
ICO registration: ZC131659

Save resources: think before you print.

Unsubscribe