Choose an agency with specific UK financial services experience, understanding of FCA rules, proof of offline-conversion tracking, transparent reporting and named case studies — not a general-purpose marketing agency.
When selecting a lead generation agency for a UK financial services firm, prioritise: (1) specific sector experience (IFA, wealth, mortgage, protection), (2) demonstrated understanding of FCA financial promotion rules, (3) ability to implement offline conversion tracking from CRM to ad platforms, (4) transparent fee and performance reporting, (5) named, sector-matched case studies. Generalist agencies typically waste 2-4 months learning compliance.