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Choosing Agency

How do I choose a financial adviser marketing agency?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

How do I choose a financial adviser marketing agency?

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.

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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.

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Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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