Definitions
What is a lead magnet for financial advice?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is a lead magnet for financial advice?
A lead magnet for financial advice is a free resource — guide, calculator, audit, review — given in exchange for contact details, used to filter interested prospects into the adviser pipeline.
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Common lead magnets for UK financial advice include: free retirement income plan, pension review, equity release calculator, IHT estimate, mortgage affordability check, fund fee audit. The best lead magnets are niche-specific, solve a real decision, and naturally lead into a fact-find conversation.
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