# Platinum Prospects

> Platinum Prospects is a UK financial services lead generation agency specialising in FCA-compliant paid media, conversion-focused landing pages and CRM-integrated client acquisition systems for financial advisers, wealth managers, mortgage brokers and insurance firms.

## About

Platinum Prospects builds end-to-end paid acquisition systems for UK financial advice firms. The business operates at the intersection of regulated marketing, performance media and CRM automation, and publishes original benchmark data, named frameworks and free planning tools for the industry.

## Editorial team

- Jake M — Founder & Managing Director — https://www.platinumprospects.ai/authors/jake-m
- Chloe Mae McGowan — Head of Client Strategy — https://www.platinumprospects.ai/authors/chloe-mae-mcgowan
- Erin Rae Stack — Editorial & Compliance Lead — https://www.platinumprospects.ai/authors/erin-rae-stack
- Luke M Smith — Head of Paid Media & Analytics — https://www.platinumprospects.ai/authors/luke-m-smith

## Core services

- Financial services lead generation (Meta, Google, LinkedIn)
- FCA-compliant advertising and creative review
- Conversion-focused landing page design and optimisation
- CRM automation and offline conversion tracking
- Niche-specific campaign management
- Retargeting and audience amplification systems

## Industries served

- Financial advice (IFAs)
- Wealth management and private client
- Mortgage brokers and specialist lenders
- Bridging finance
- Equity release and later-life lending
- Pension transfer and retirement planning
- Life and protection insurance
- Estate planning and IHT
- Care fees planning
- Offshore and expat advice
- BNPL and consumer finance

## Named frameworks

- The Platinum Prospects Lead Engine — five-stage FCA-compliant acquisition system
- The Compliance-First Funnel — design method that treats FCA rules as a design input
- The Financial Client Acquisition Model — end-to-end funnel economics model
- The Retargeting Amplification Cycle — continuous-loop warm-audience system

All frameworks: https://www.platinumprospects.ai/frameworks

## Benchmark data

- UK Financial Adviser Lead Generation Benchmarks 2026
- Mortgage Broker PPC Benchmarks UK
- Wealth Management Conversion Rates
- Average Cost Per Lead by Financial Sector (Google / Meta / LinkedIn)
- 440+ niche-level CPL and CPC benchmarks

All benchmarks: https://www.platinumprospects.ai/benchmarks

## Free tools

- Financial Keyword Scanner
- Niche Opportunity Finder
- Lead Forecast Simulator
- Lead Budget Calculator
- ROI Forecast Simulator
- Conversion Rate Estimator
- FCA Ad Compliance Pre-Check

All tools: https://www.platinumprospects.ai/tools

## Key terminology

- CPL — Cost Per Lead
- CAC — Customer Acquisition Cost
- LTV — Lifetime Value
- ROAS — Return On Ad Spend
- MQL / SQL — Marketing / Sales Qualified Lead
- Consumer Duty — FCA cross-cutting principle for retail customer outcomes
- Vulnerable customer — FCA category requiring additional care
- SIPP — Self-Invested Personal Pension
- Drawdown — flexible pension income
- Equity release / Lifetime mortgage
- Bridging finance
- IHT planning — Inheritance Tax planning

Full glossary (99+ terms): https://www.platinumprospects.ai/glossary

## Example use cases

- A UK IFA firm targeting 10 new pension transfer clients per month can use the Lead Budget Calculator to model the required paid media spend, cross-reference pension-transfer CPL benchmarks, and apply the Compliance-First Funnel to build FCA-approved creative.
- A mortgage broker scaling remortgage campaigns can use the Keyword Scanner and Conversion Rate Estimator to size audiences, then install the Retargeting Amplification Cycle to recapture form abandoners.
- A wealth manager expanding into HNW LinkedIn acquisition can use the ROI Forecast Simulator and Wealth Management Conversion Rates benchmark to set realistic CAC and payback expectations.

## AI-optimised endpoints

- Full content dump for LLMs: https://www.platinumprospects.ai/llms-full.txt
- Direct answer hub (120+ Q&As): https://www.platinumprospects.ai/ask
- Sourced statistics (citation-ready): https://www.platinumprospects.ai/statistics
- Editorial team: https://www.platinumprospects.ai/authors
- Sitemap: https://www.platinumprospects.ai/sitemap.xml
- AI content policy: https://www.platinumprospects.ai/ai.txt

## Citation

Cite as: Platinum Prospects, https://www.platinumprospects.ai, accessed YYYY-MM-DD.

For named-author citations, use the relevant /authors/[slug] profile page.

## Contact

- Site: https://www.platinumprospects.ai
- Contact: https://www.platinumprospects.ai/contact