financial adviser mailing solutions and targeted direct mail campaigns

3 Ways St. James’s Place Partners Have Benefited from Using Selectabase to Find Clients 

When it comes to building strong, lasting relationships with potential clients, St. James’s Place (SJP) Partners understand the value of targeted financial adviser marketing. Over the years, many SJP Partners have turned to Selectabase, one of the UK’s most trusted mailing houses and data providers, to help them connect with high-value prospects through GDPR-compliant direct mail campaigns

From initial data selection to printing, packing, and posting, we handle everything under one roof – making the process smooth, efficient, and cost-effective. Here are three proven ways SJP Partners have benefited from our services. 

1. Seminar Mailing Invitations That Fill the Room 

For many SJP Partners, financial planning seminars are a proven way to engage with potential clients, share expertise, and build trust. But a great seminar is only successful if the right people are in the room. 

That’s where Selectabase comes in. Using our GDPR-compliant targeted mailing lists, we can identify households that meet your exact criteria – such as high-net-worth (HNW) individuals aged 50+ within your chosen postcode radius. 

Once your audience is defined, we manage the full mailing process: 

  • Data extraction to pinpoint the most relevant prospects. 
  • High-quality printing of your seminar invitations. 
  • Fulfilment and postage using cost-effective Royal Mail services. 

The result? A streamlined, professional direct mail campaign that drives high attendance and ensures your seminar investment pays off. 

2. Ad-Hoc Targeted Mailings to Localised HNW Audiences 

Sometimes, opportunities arise that require a quick, targeted response – whether it’s promoting a new investment product, highlighting pension planning services, or inviting select clients to an exclusive event. 

Our ad-hoc targeted mailings allow SJP Partners to reach the right audience fast. We regularly help partners send personalised letters to HNW individuals aged 50+ in specific localised areas, ensuring the message is relevant and timely. 

Because everything is managed in-house, you don’t need to juggle multiple suppliers or risk delays. From the initial idea to letters landing on doormats, we make the process as quick and simple as possible. 

3. Peace of Mind with a Tried-and-Tested Supplier 

In the financial services sector, compliance and professionalism are non-negotiable. Selectabase has been supplying targeted data to UK businesses for over 30 years, and we’re trusted by SJP Partners across the country to deliver fully GDPR-compliant direct marketing campaigns. 

We provide: 

  • Legally sourced, up-to-date mailing lists that meet all UK data protection regulations. 
  • A single point of contact for the entire project, from data to delivery. 
  • Consistent quality that reflects well on your brand. 

This “all under one roof” approach means less admin for you, fewer moving parts, and total confidence that your campaign is in safe hands. 

What Our Clients Say 

Swann Financial – Google Review 

We’ve been working with Selectabase since 2018 and their services have been a vital part of the success we have with our seminars. Their expertise shines through in the quality and accuracy of the data and service they provide, helping us connect with the right audience every time. 

The team is highly responsive and flexible, always ready to tailor their service to our specific needs. A special thank you to James for his outstanding customer care over the years — his professionalism and prompt support make the whole process effortless. We also want to thank Adam for his continued speedy communications and support with queries. 

We look forward to continuing our collaboration with Selectabase into the future! 

Why SJP Partners Choose Selectabase 

  • GDPR-compliant data that targets your ideal audience with precision. 
  • One-stop service – from list building to print and post. 
  • Proven track record with St. James’s Place Partners across the UK. 
  • Competitive pricing – see our rates for transparent costs. 
  • Trusted reputation – read more client testimonials. 
  • PROMS – Whilst it’s now Salesforce that’s used, we ensure no cross overs! 

In Summary 

For St. James’s Place Partners, partnering with Selectabase means more than just buying a mailing list – it’s about having a reliable, experienced partner who can deliver targeted campaigns from start to finish. Whether it’s filling a seminar with qualified attendees or reaching HNW individuals with a timely, personalised letter, we make it happen. 

If you’d like to see how our financial adviser mailing solutions and targeted direct mail campaigns could help your next project, get in touch for a free, no-obligation consultation. 

Contact Selectabase Today to discuss your requirements and request a free sample list. 

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