A targeted digital campaign helping families plan for long-term care costs.
A UK financial adviser specialising in later-life planning wanted to reach families concerned about the rising cost of long-term care.
The adviser provides a structured care fees planning report which analyses a client's assets and potential care funding options.
Many families only begin researching care funding once a parent's health deteriorates, meaning decisions often need to be made quickly.
The challenge was reaching individuals concerned about protecting family assets from care costs.
Platinum Prospects built a digital campaign combining Meta advertising with Google search campaigns.
Meta advertising targeting adults aged 45–65
Educational content explaining care home costs and planning options
Google search campaigns targeting care fees planning keywords
Dedicated landing pages explaining care planning strategies
Lead forms capturing information about family circumstances
Automated lead delivery to the adviser CRM
Over 12 months, the campaign generated 1,320 enquiries from families concerned about long-term care costs. Of these, 286 booked consultations, and 104 proceeded with care fees planning reports at an average fee of £2,500 -- generating £260,000 in planning revenue at a 2.70x return on ad spend.
This campaign demonstrates how digital campaigns can generate a consistent pipeline of later-life planning enquiries for specialist financial advisers.
Platinum Prospects helps regulated financial firms generate compliant, high-intent enquiries through performance-driven digital campaigns.
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