RMT Direct Leads - IFA Leads
IFA Leads
We have two schemes available for you to buy leads:

  • IFA Leads
  • IFA Appointments

  • For both schemes we offer - Book Now. Pay Later.

    Already this year RMT Direct Leads has generated hundreds of IFA leads for both Independent Financial Advisors and Restricted Advisors throughout the UK.

    We are currently supplying IFA Appointments and Online Leads to over 50 IFA firms throughout the UK.

    Our vast experience specialising in financial advice leads means we know exactly what it takes to find the types of clients who require the best in financial planning advice.

    Call 020 3468 4215 or complete our Enquiry Form for more information.

    Call centre opening hours 9:00am-4:30pm weekdays. Please leave a message outside these hours.

    What is an IFA Lead?

    A potential customer that has expressed interest in financial advice and would like to speak to a Financial Advisor relating to one or more of the following areas:

    IFA Leads
  • General Financial Advice
  • Pensions
  • Pension Review
  • Final Salary Pension Scheme Advice*
  • Retirement Income Planning
  • Pension Income Drawdown
  • Investment & Savings
  • Inheritance Tax Planning
  • Insurance & Protection
  • Equity Release
  • Inheritance Tax Planning
  • Mortgage Advice*
  • Financial Advice for Business
  • *Optional - Mortgage Advice and Final Salary Pension Scheme Advice

    IFA Appointments
  • Pension Review
  • Retirement Income Planning
  • Pension Drawdown
  • Pension Annuity
  • Pension Transfers
  • Final Salary Pension Scheme Advice*
  • Investment Advice
  • *Optional - Final Salary Pension Scheme Advice

    How do we generate IFA Leads?

    IFA Leads
    IFA Leads are generated from the website: IFA Direct Home.
    The leads are generated through a paid search campaign on Bing and Google search engines.

    IFA Appointments
    Targeting individuals, the professional telemarketer is calling from IFA Direct Home on behalf of your firm, using opted-in-data. RMT Direct Leads uses an initial call to explain the benefits of a pension review to generate interest. In a second call, clients that request a review of an existing pension are confirmed and then referred to our financial advisor members.

    How much do our IFA Leads cost?

    We charge a fixed price per lead/appointment:
    IFA Leads - £100 per lead (no VAT)
    IFA Appointments - from £350 to £390 (no VAT) depending on pension fund size.

    What is a typical lead?

    IFA Leads
    Enter your postcode: EC3V 0BT
    Please select a service you want to discuss: Pension Review
    Please select a service you want to discuss: Retirement Income Planning
    Please select a service you want to discuss: Other
    Enter your full name: Ryan E. Mellor
    Email address: abc@gmail.com
    Telephone number: 020 3468 4215

    IFA Appointments
    Client Name: Ryan Mellor
    Appointment Day: Tuesday
    Appointment Date: 14/10/2013
    Appointment Time: 18:00
    Address: xxx
    Occupation: Sales Director
    Telephone Number: 020 3468 4215
    Email Address: abc@sky.com
    Pension Provider: Aegon
    Pension type I - Compliant schemes: Active - Private / Personal Pension (PP) / Stakeholder
    Additional Notes: Also has a small ex-company pension from years ago, he's unsure of pension provider and value.
    Qualified By: Angie Murray

    What information is sent out to the client?

    IFA Leads
    At the time the lead is generated an email is sent to the prospect which includes a profile of your FCA regulated firm.

    IFA Appointments
    The RMT Direct Leads professional telemarketer is calling on behalf of IFA Direct Home

    At the time the appointment is made an email is sent to the prospect which includes a profile of your FCA regulated firm and a letter detailing the date and time of your appointment. A text message is also sent out confirming that the appointment has been made.

    What is the conversion rate?

    IFA Appointments
    See Pension Appointments.

    IFA Leads
    IFA Leads convert into face-to-face appointments at a rate of 25-40%. Conversion rates to business is around 15-20% overall for all leads issued that meet criteria.

    How many leads will you buy each month?
    Possible percentage conversion rate? %
    How much is an IFA Lead fee worth to you? £  

    Which means the number of sales you generate will be:
    And that means the total amount of business generated equates to: £

    Book Now. Pay Later.

    Book Now. Pay Later is available for IFA Leads and IFA Appointments.

    Reduce delivery risk and get cashflow positive by booking your campaign and then only paying for your lead only after the appointments is sat or the lead delivered!

    For more information call 020 3468 0215.

    Customer Satisfaction Survey

    Latest Customer Satisfaction Survey relating to Pension Appointments carried out September 2015.
    See 2015 IFA Feedback Survey.


    The leads have been good and compare well with what is out there. The problem I have with leads is that I am very good at getting appointments and then business. The ones I have done so far I would say I should get a 30% success rate at least.

    Charles Rollo - One Wealth Management - Glasgow

    Enquiry Form

    Your information will be used to contact you about the services we provide, through the contact methods you select above. Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you. *These fields are required for the form to be submitted.

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