Call us on020 3468 42159.00am-4.30pm weekdays, call may be recorded

IFA Leads

Our IFA Leads are open to all types of Financial Advisors including both Independent Financial Advisors and Restricted Advisors.

We are currently supplying IFA Leads to over 50 Financial Advisor 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.

Data accrediations
  • ICO registered business
  • Data Protection Officer registered with Gibraltar Regulatory Authority
  • GDPR compliant sourced data

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

    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

  • Pensions & Retirement
  • Investments
  • Final Salary Pension Schemes
  • Investments
  • Equity Release (min. age 55)
  • Financial Planning
  • Tax & IHT Planning
  • Insurance & Protection
  • General Financial Advice

    • The bulk of the leads will be Pensions & Retirement. You can opt out of Mortgage Advice, Equity Release and Final Salary Pension Schemes.

    IFA Leads are generated from the website: Financial Advisor Direct.

    The leads are generated through a paid search Google Ads campaign

    We charge a fixed price per lead. £100 (no VAT) per lead.

    Please call 020 3468 4215 for further details.

    Financial Advisor Direct - Congratulations! You have just acquired a new lead

    Enter postcode: EC3V 0BT
    Areas of Advice: Pensions & Retirement
    Full Name and Surname: Ryan Mellor
    Telephone: 07904 244130
    Email: abc@gmail.com

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

    Current referral rates at RMT Direct Leads hover around 40%. This means either going to an appointment or a second telephone call. Average portfolio fund size is £180,000.

    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 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 lead has been delivered!

    For more information call 020 3468 4215.

    Aug/Sep 2019 IFA Leads ~ IFA Direct Home (SE, London) - Sample 21 - 1 rejected. 10 referred for appointment or second call. 50% referral rate.

    August 2019 IFA Leads ~ IFA Direct Home (NW, Yorkshire, SE, East of England, London) - Sample 91 - 11 rejected. 32 referred for appointment or second call. 40% referral rate.

    July 2019 IFA Leads ~ IFA Direct Home (NW, Yorkshire, SE, East of England, London)- Sample 112 - 15 rejected. 50 referred for appointment or second call. 52% referral rate.

    May 2019 IFA Leads ~ IFA Direct Home (East of England, SE, London, SW) - Sample 91 - 15 rejected. 21 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

    April 2019 IFA Leads ~ IFA Direct Home (East of England, SE, London, SW) - Sample 38 - 2 rejected. 9 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

    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.