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.
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.