Predictable Lead Generation for UK Financial Advisers
FCA-aware compliance built into every campaign. Niche-targeted creative, transparent CPL benchmarks and a lead-to-MQL handoff that fits your sales process.
- Exclusive leads — yours alone, never resold
- FCA-aware creative reviewed before launch
- Qualified enquiries delivered into your CRM once campaigns are live
- Month-to-month engagement — no long contracts
Certified advertising partners
Why most adviser campaigns fail
If your last campaign delivered shared, low-intent leads — you're not alone
Three issues quietly drain budget across FCA-regulated firms. We rebuild around all three before launch.
Shared and recycled leads
Aggregator leads are sold to 4–6 firms at once. By the time you call, the prospect is fatigued — or already advised elsewhere.
Generic, non-compliant creative
Templated ads ignore FCA financial promotions guidance. Risk-warnings get bolted on after, not designed in.
Wrong channel for the buyer
Financial Adviser prospects don't all live on Google. Most agencies default there because that's all they run.
Real campaigns · real numbers
Results That Translate Into Adviser Revenue
We focus on campaigns that create commercially meaningful opportunities, from high-intent enquiries through to investable assets and recurring revenue potential.
The Platinum difference
Lead generation built for regulated advisers
Most agencies sell shared leads and generic creative. We don't. Every campaign is exclusive to you, owned by you, and audited against FCA guidance before a single ad goes live.
Exclusive leads only
Every enquiry is yours alone. We never resell, share or recycle leads across firms — unlike most lead aggregators.
FCA-aware campaign review
Creative produced with awareness of FCA financial promotions guidance and reviewed against your firm's compliance overlay before launch.
You own the accounts
Ad accounts, pixels, audiences and conversion data sit inside your business. No black box, no hostage data.
From campaign build to live lead delivery
Most campaigns are built and ready to launch in around 14 days, subject to compliance sign-off, account access, platform approvals and verification requirements.
Ready to skip ahead?
Get a written financial adviser forecast inside one working day
Channel strategy
The right platform for your buyer — not just Google
We run Google Ads, Microsoft Ads, Meta and LinkedIn — and we'll tell you honestly which one fits your niche. Financial Adviser campaigns in the UK typically perform best on the channels we'll outline in your proposal.
Highest intent, highest CPC. Best for active buyers ready to enquire.
Adds 10–20% incremental volume at 20–28% lower CPC for older audiences.
Lower CPL at scale for visual-led offers like equity release and bridging.
B2B and high-AUM targeting for wealth management and corporate planning.
Built to generate early lead flow
Most campaigns are built and ready to launch in around 14 days, subject to compliance sign-off, account access, platform approvals and verification requirements.
- Day 1Kick-off & ICP scoping
Financial Adviser buyer mapping, geography, current funnel gaps.
- Day 3Creative & compliance review
FCA-aware ads, landing flows and tracking reviewed with your compliance overlay.
- Day 7Campaigns live
Tracking, conversion API and CRM integration in production.
- Day 14Lead delivery and tracking set up before launch
Qualified enquiries delivered into your CRM once campaigns are live, with intent qualifiers in place.
Niches we run today
Indicative UK CPLs across financial services
Based on campaign benchmarks across UK financial services. Actual performance depends on niche, geography, offer, compliance restrictions and budget.
Homeowners 55+ exploring tax-free cash from their home.
Pre-retirees with £100k+ pots ready to consolidate.
Affluent pre-retirees seeking a personalised plan.
Buyers and re-mortgagors with deposit and intent.
Homeowners coming off fixed rates in the next 6 months.
Families and homeowners ready to put cover in place.
HNW prospects with £500k+ investable assets.
Estates over £325k seeking IHT mitigation advice.
Time-pressured buyers, developers and investors.
Free tools for advisers
Want to do your own research first?
Our free tools let you size the opportunity, model your spend and pressure-test your creative — before you ever speak to us.
Keyword Scanner
See the search terms your prospects are typing — with volume, CPC and competitor data.
Open the toolNiche Opportunity Finder
Discover under-served financial niches with strong demand and weak competition.
Open the toolLead Forecast Simulator
Model expected leads, MQLs and CAC at your budget across Google, Meta and LinkedIn.
Open the toolLead Budget Calculator
Reverse-engineer the spend needed to hit your monthly enquiry, MQL or revenue target.
Open the toolFCA Compliance Pre-Check
Stress-test your ad copy and landing flows against FCA financial-promotions guidance.
Open the toolBenchmark Library
Live CPL, CPM and conversion benchmarks across UK financial services niches.
Open the toolCommon questions
Before you book a call
Are these exclusive leads or shared with other firms?
100% exclusive. Every enquiry is yours alone — we never resell, share or recycle leads across firms. That's the single biggest difference between us and most lead aggregators in the financial adviser space.
How much does financial adviser lead generation cost in UK?
Indicative cost-per-lead in UK for financial adviser sits around £18–£245, depending on platform mix, geography and creative quality. We send a tailored CPL forecast — including expected MQL and CAC — with your proposal.
Are your campaigns FCA-aware?
We produce creative with awareness of FCA financial promotions guidance and review every asset against your firm's compliance overlay before launch. We are not a regulated financial adviser and we don't replace your compliance team — we work alongside them and have done with FCA-regulated networks, principals and DA firms. Final sign-off always sits with you.
How do you define a "lead" — is it a form fill or a booked appointment?
We focus on MQLs (Marketing Qualified Leads) — verified contacts with intent qualifiers, not raw form fills. For appointment-based campaigns we also report booked-call conversion rates so you can measure the cost of a real conversation, not a vanity metric.
How quickly can we get started?
Most firms launch in under 14 days from kick-off. Day 1 is scoping, day 3-7 is creative and compliance review, day 7+ is live campaigns. Early lead flow is typically expected within the first couple of weeks of go-live, though actual results depend on niche, geography, creative and offer.
Do I own the ad accounts and lead data?
Yes. Ad accounts, pixels, audiences and lead data sit inside your business. We work in your environment — not a black box — so you keep everything if you ever stop working with us.
Are you tied to a 12-month contract?
No. We work month-to-month. There is a one-off setup fee covering campaign build, creative production, tracking and compliance review — quoted up front in your proposal — but no long-term lock-in. If we're not driving the right pipeline, you can leave.
What happens after I submit the form?
A specialist reviews your details and comes back within one working day with a written proposal including channel mix recommendation, indicative CPL, MQL and CAC, a 30-day forecast and all fees stated up front. From there, you choose whether to engage. No pressure, no sales script.
Your custom lead forecast
See what your financial adviser pipeline could look like in UK
Send your details and a specialist will come back within one working day with a written lead forecast covering channel mix, indicative CPL, MQL and CAC, plus a 30-day projection.
What happens next
- 1Quick fit-checkWe review your firm, niche and FCA status.
- 230-min forecast callChannel mix, CPL ranges, MQL volume — written down.
- 3Compliance-aware buildCreative, tracking and offer reviewed before launch.