We build performance-driven lead generation systems for financial professionals, designed to attract meaningful enquiries, navigate compliance, and support scalable growth.
Platinum Prospects exists to help financial advisers, wealth managers, mortgage specialists, and lending firms grow, through systems that perform, evolve, and stay adaptable to ever-changing compliance realities.
We work exclusively in financial services.
That focus gives us a deep understanding of FCA guidance, network frameworks, adviser-client journeys, and the requirements of non-regulated lenders and intermediaries.
Our experience spans sole practitioners, national networks, and specialist lenders, giving us the insight to design lead generation systems that align performance with regulatory and commercial expectations.
Our benchmarks, guides and playbooks are written and reviewed by named contributors working directly on FCA-compliant acquisition, editorial strategy and campaign operations for UK advice, wealth and lending firms. No anonymous bylines, no outsourced copy.
Founder
Leads commercial direction and client growth. Specialises in FCA-compliant paid acquisition for UK advice firms, wealth managers and mortgage brokers, with a focus on cost-per-client economics and long-term retention over vanity metrics.
Areas of focus
Marketing Strategist
Shapes the acquisition strategy behind adviser, wealth and mortgage-broker pipelines. Combines channel planning across Google, Meta and LinkedIn with audience, offer and funnel design measured against qualified-lead economics.
Areas of focus
Creative & Editorial Lead
Owns creative territory, messaging and editorial voice across client engagements. Sits at the intersection of regulated communications and conversion-led copy, reviewing every asset against COBS 4, Consumer Duty and vulnerable-customer guidance.
Areas of focus
Client Success & Campaign Operations
Runs client success and campaign operations end to end: onboarding, tracking QA, pacing, CRM and offline-conversion integrations, and the performance cadence that keeps every engagement accountable to qualified-lead and pipeline outcomes.
Areas of focus
We partner with:
Independent financial advisers and chartered planners
Wealth and investment managers
Mortgage and later-life lending specialists
Bridging, development, and property finance firms
National networks and appointed representatives
Protection and insurance advisers
Whether you're a boutique firm, multi-adviser practise, or specialist lender, we build lead systems aligned to your specific compliance and commercial requirements.
We don't operate on retainers or generic marketing models. We build tailored lead generation systems, from landing pages and Google Ads to live chat and email nurturing, informed by what makes financial advice unique.
Clear, structured, strategic, not loud, not guesswork.
The principles behind every project we deliver.
Everything we create is measurable, from first enquiry to final outcome.
Every asset is informed by real experience with compliance reviews and FCA principles.
We speak your language, understand your products, and work within the realities of your regulatory environment.
We operate with clarity at every stage, no jargon, no hidden metrics, just a clear view of performance and process. Your success is our success.
We understand the regulatory environments advisers operate within
We build sustainable systems, not quick-win campaigns
We prioritise transparency and conversion data
We align our work with your brand, compliance process, and commercial goals
We focus on systems that evolve, not one-and-done campaigns
We support advisers and financial firms across four key regions, adapting systems to local compliance and marketing standards.
FCA-regulated campaigns for advisers and planners
Cross-border wealth and expat financial planning
HNW client acquisition and expat adviser leads
Cross-border planning and US wealth management
Let's build a lead generation system that reflects your brand, regulatory context, and growth ambition.