Financial Lead Generation for Advisers and Wealth Professionals
Experts in financial lead generation, delivering qualified leads for advisers, wealth managers, and finance professionals across the UK and international markets.
Search intent detected
User searches "financial adviser near me" → campaign triggers a high-intent keyword match.
Ad engagement captured
Prospect clicks an FCA-compliant ad → lands on a branded conversion-focused page → live-chat welcome activated.
Data securely collected
Prospect submits an enquiry form or guide request → encrypted lead capture to CRM with full consent tracking.
Lead verified & categorised
Data validated for accuracy and intent → segmented for nurture or direct adviser contact.
Personalised response triggered
Automated email sequence initiated, messaging tone and timing aligned to campaign type.
Adviser notified
Lead routed in real time to the correct firm or adviser calendar via secure integration.
Campaign performance analysed
Conversion data reviewed, underperforming ads or keywords adjusted for efficiency.
Continuous optimisation cycle
Regular client review: creative, copy, and bid strategy refined to sustain lead quality and ROI.
Compliance maintained
All assets archived, disclosures verified, and full audit trail stored to meet FCA marketing record requirements.
Every click tracked. Campaign optimised.
Every campaign built for compliance and performance.
Certified Google Partner
We demonstrate accredited expertise in managing Google Ads, helping financial firms drive measurable results using compliant, strategic campaigns.
As a Google Partner, we've demonstrated expertise in managing Google Ads campaigns, delivering results for clients, and staying current with the latest platform features and best practices.
Verify Our Partner StatusWe Specialise Exclusively in Financial Lead Generation
Systems built for advisers, planners, and lenders, combining compliance awareness, relevant search behaviour, and performance-driven digital infrastructure.
How It Works
The Platinum Process
Build
Every campaign starts with tailored infrastructure: landing pages, creative assets, and messaging built with FCA compliance principles in mind, informed by years of experience across financial networks.
Launch
We manage Meta and Google Ads campaigns using refined targeting strategies to reach prospects exploring financial advice, without relying on broad audiences or bought lists.
Convert
Our systems support you from first click to booked call, with live chat tools, nurture journeys, and retargeting that encourage follow-up and engagement.
Every stage built for accuracy, value, and scalability.
Why Leading Firms
Choose Platinum
We help financial advisers grow without the noise. Our systems combine compliance awareness with effective digital marketing to support client acquisition.
Smart Targeting
Campaigns built to find prospects exploring relevant financial topics, not bulk data harvesting.
Intelligent Automation
Dynamic follow-up sequences that run quietly in the background.
Compliance-Ready Creative
Assets built based on FCA guidance and network expectations.
Pay-for-Performance Model
No retainers. No volume commitments. Transparent outcomes.
Established Network Relationships
Trusted by leading UK financial networks.
Network-Aligned Insight
Deep familiarity with network compliance standards.
Trusted Partnerships
Experience working with appointed reps and internal compliance teams.
Streamlined Delivery
Assets created for smooth sign-off.
Approval Support
We liaise directly with compliance where needed.
Marketing Built for Financial Advice
We're not just familiar with financial services, we've worked inside it.
With decades of combined experience in regulated financial marketing, our team understands adviser models, compliance context, and the commercial realities of client acquisition.
We don't promise volume. We build systems that drive meaningful engagement, with room for compliance, nuance, and real strategy.
We Speak Adviser
We know what advisers do and how to market it compliantly.
Compliance. By Default.
Every asset informed by FCA principles and network processes.
Precision Targeting
Campaigns designed around relevant financial searches.
Always-On Nurture
Email and retargeting to keep you visible after the first click.
Frequently Asked Questions
Campaigns are created with FCA principles in mind and designed for network approval.
Yes, we deliver systems for wealth, pensions, mortgages, and protection.
We build exclusive systems, every lead is yours alone.
Our campaigns focus on relevance and structured follow-up. Performance varies by market and product, we build for consistency and clarity.
Ready to Elevate Your
Client Acquisition?
Build a lead system designed for your compliance expectations, brand, and commercial goals.