Niches
Which financial advice niches scale best with paid media?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
Which financial advice niches scale best with paid media?
Protection, mortgage, and retirement planning scale fastest; HNW wealth management, DB pension transfer, and estate planning are slower but higher-value.
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Scalable (volume)
- Protection: 20-50 pounds CPL
- Mortgage (standard): 35-90 pounds CPL
- Retirement planning: 90-180 pounds CPL
Slower-scale (value)
- Wealth management: 240-480 pounds CPL but 10-20x LTV
- DB transfer: 150-350 pounds CPL, 3-8k pounds fee per case
- IHT planning: 120-280 pounds CPL, 2-5k pounds fee
Rule of thumb
Start in a scalable niche to generate cash, layer in value niches as LTV data matures.
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