A combined Meta and Google campaign delivering high-value retirement planning enquiries for financial advisers.
A UK financial advice firm specialising in retirement planning wanted to generate enquiries from individuals approaching retirement with meaningful pension assets requiring professional advice.
The firm wanted to build a predictable digital acquisition channel capable of introducing long-term wealth management clients.
Individuals approaching retirement often require advice regarding pension withdrawals, investment strategy and retirement income planning.
The challenge was identifying individuals actively planning their retirement while filtering for prospects with significant pension assets.
Platinum Prospects built a multi-channel campaign combining Meta advertising with Google search campaigns.
Meta advertising targeting individuals aged 50–65
Google search campaigns targeting retirement planning keywords
Educational lead magnets explaining retirement income planning
Dedicated FCA-compliant landing pages
Structured enquiry forms capturing pension values and retirement goals
Qualification questions filtering for individuals with £100k+ pension savings
Automated lead delivery into the client CRM
Financial advice clients typically generate ongoing revenue through annual advice fees based on assets under management. With £20.7M introduced into the firm, the campaign continues to generate recurring revenue beyond the initial onboarding period.
This campaign demonstrates how targeted digital campaigns can generate high-value retirement planning enquiries that convert into long-term wealth management clients.
Platinum Prospects helps regulated financial firms generate compliant, high-intent enquiries through performance-driven digital campaigns.
Book a Strategy Call