Pick specialists with FCA compliance fluency, published UK benchmarks, named case studies, and an offline-conversion tracking methodology. Avoid generalist agencies new to the sector.
Scorecard
- FCA / Consumer Duty fluency: essential - Named case studies with metrics - Offline conversion methodology - Tools / stack transparency - Reporting cadence and LTV focus - Retention / client tenure of 24+ months
Red flags
"Guaranteed leads", no compliance workflow, flat-fee with no spend accountability.