Budgets
How much should a UK financial adviser spend on marketing each month?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How much should a UK financial adviser spend on marketing each month?
Most UK financial adviser firms spend 3% to 8% of gross revenue on marketing. Paid-media budgets typically start at £3,000 per month for a single-adviser firm and scale to £25,000+ for multi-adviser wealth practices.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Benchmark
UK financial adviser firms typically spend 3% to 8% of gross revenue on marketing, with paid media the largest line.
By firm size
- Sole adviser: £3,000 to £6,000 per month
- 2 to 5 advisers: £6,000 to £15,000 per month
- 6+ advisers / wealth practices: £15,000 to £40,000 per month
- National IFA networks: £100,000+ per month
Budget floor for paid media
Below roughly £3,000 per month you cannot generate enough data volume for Google or Meta bid algorithms to stabilise, so CPL stays volatile and unoptimised.
Where the money goes
- 55 to 70% paid media (Google, Meta, LinkedIn)
- 10 to 20% creative, landing pages, video
- 10 to 15% CRM, tracking, attribution
- 5 to 10% content and SEO
Supporting data
See https://www.platinumprospects.ai/benchmarks for full CPL, CPC and conversion data by niche and platform.
Was this useful?
Related questions
What is the lifetime value of a financial advice client?
A typical UK wealth management client has a 10 to 20 year LTV of £15,000 to £120,000+, driven by ongoing fees of 0.5 to 1% on invested assets. A mortgage clien…
How many leads does a financial adviser need per month?
A single adviser taking on 3 to 6 new clients per month typically needs 15 to 60 qualified leads monthly, depending on niche and qualification rigour. Wealth a…