Financial planning has never been as prominent and Google search results reflect this. Thousands of people each month are actively seeking financial advice on pensions, investments, retirement, equity release and more.
Working with regulated firms for the past 5 years we have refined our campaigns to deliver the highest quality IFA leads that achieve maximum ROI for our clients. We can target specific services, demographics and financial statuses that match our client's criteria, enabling them to give the best and most suitable advice which ultimately leads to strong sales conversion.
Please note: We are not regulated by the FCA and do not carry out any regulated activity. As a digital marketing agency, we only work with regulated firms to manage their advertising and attain leads on their behalf using their brand. All interaction with the client and regulated activity will be done by the regulated firm we are working with. We carry out our own due diligence to ensure we only work with regulated firms.Get Started
Qualified IFA leads delivered direct to your advisors in realtime:
The brief from the client was to generate pension leads as they looked to grow their business and expand on their in-house team of pension experts. The brief was simple - provide leads of a specific age group with a certain pension pot value at a price that worked with their acquisition cost.
With exclusive access to Google AI and data we were able to locate this type of user with ease. Once located, we could present them with an advert that fits the pension service they searched for. On clicking the advert they were then taken to a bespoke landing page, where we educate the user about the services offered. Once the user is bought in by the service being offered we are able to collect their details and qualify them so they match the clients criteria. On submission of the users details and after full telephone validation on the information inputted, we delivered the lead in realtime to our client.
The above online sales funnel proved a great success and the cost per acquisition is exactly where the client needs it to be. As a result their team of qualified advisors is expanding and the company continues to grow. We aim to keep improving the process and help them achieve their KPIs year on year.
Each client we work with we treat as a partner. We work on a cost per lead model where you the client only pays for the qualified leads delivered. What this means is that we are incentivised to get it right as our income is based on our performance. Therefore we always continue to review processes, assess lead quality and gain regular feedback from the client.
Find out how many leads we could generate for your business, how many will convert to
customers and how much each lead will cost. Giving you an ROI before you decide to go ahead.