South West

Financial Adviser Lead Generation in Bath

Bath is a compact, high-HNW adviser market with strong retirement and IHT demand.

Population
95,000
Median income
£35,800
HNW households
5%
Adviser density
2.6 / 10k

Meta CPL (indicative)

£54

Cold lead for pension, mortgage or protection niches, 2025 run-rate.

Google CPL (indicative)

£108

High-intent search lead, blended across core adviser niches.

Top-performing niches

wealth-managementretirement-planningiht-planningequity-release

Local insight

Baths demographic is unusually affluent for its size. Strong wealth, retirement and IHT demand; Meta CPLs sit slightly below Bristol, LTVs track South East averages. A small but highly-qualified adviser market rewards reputation and local-pack optimisation.

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