Our IFA Leads are open to all types of Financial Advisors including: Independent Financial Advisors, Restricted Whole-of-Market Advisors and Restricted Advisors.
We are currently supplying IFA 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:
The majority of the IFA leads are Pension Leads.
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
How do we generate 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.
How much do our IFA Leads cost?
We charge a fixed price per lead. For pricing per lead, please call 020 3468 4215.
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 Mellor
Email address: abc@gmail.com
Telephone number: 020 3468 4215
What information is sent out to the client?
At the time the lead is generated an email is sent to the prospect which includes a profile of your FCA regulated firm.
What is the conversion rate?
Current IFA Leads conversion rates at RMT Direct Leads hover around 16-20%. Average fund size is £125,000.
Book Now. Pay Later.
Book Now. Pay Later is available for IFA Leads.
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 IFA Appointments carried out September 2015. See 2015 IFA Feedback Survey.
Testimonials
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.
