Should a financial adviser use Meta or Google for lead generation?

Quick answer

Should a financial adviser use Meta or Google for lead generation?

Use Google for high-intent, lower-volume leads (pension transfer, IFA enquiry) and Meta for broader-reach, lower-CPL niches (equity release, mortgage, protection).

Decision framework

Google Search wins when: - Query intent is strong ("DB pension transfer advice") - Average deal value exceeds 2,000 pounds - You can absorb 200-400 pounds CPL

Meta wins when: - Creative angle is strong (equity release, protection) - You need volume and can nurture - CPL needs to stay under 120 pounds

Reality

Most scaled UK advisers run both, with 60-70% budget on the channel that matches their best converting deal type.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.