What types of leads do you generate? +
Financial planning leads across the full spectrum — pension reviews, retirement income planning, investment advice, pension consolidation, drawdown advice, tax-efficient savings, inheritance tax planning, and general wealth management enquiries. Every lead confirms their investable assets, age, what they need help with, and that they want to speak to a qualified advisor.
How are leads qualified? +
Every lead goes through a multi-step quiz confirming age (50–65), investable assets (£100K+ minimum), advice needs, and existing advisor status. Then every lead is called and verified by our team before delivery to confirm details are real and they're expecting a call.
How much do leads cost? +
Pricing depends on your volume requirements and qualification criteria. Book a call and we'll walk through the numbers specific to your firm.
Do I have to fund any ad spend? +
No. We fund 100% of all marketing costs. You pay per qualified, verified lead delivered. That's it.
Are leads exclusive? +
Yes, 100%. Every lead is delivered to one firm only. We never share, resell, or redistribute leads.
Are you FCA regulated? +
We are not FCA regulated and do not carry out any regulated activity. We operate as a digital marketing company generating enquiries for FCA-regulated firms. We do not give financial advice or make product recommendations. All regulated activity is carried out by the advisory firm.
How quickly can I start receiving leads? +
7–14 days from onboarding. We set up campaigns, build the qualification funnel, and begin generating. First leads typically arrive within the first week of launch.
Am I locked into a contract? +
No contracts. No minimum commitment. You can pause or stop at any time. We earn your business every month based on lead quality.
How are leads delivered? +
Real-time delivery via email, CRM integration, Google Sheet, or API. Whatever works best for your team's workflow.