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Financial Advisor Leads

Our real-time financial advisor leads are open to all types of financial advisors, including independent financial advisors (IFA Leads) and restricted advisors.

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:

  • Pensions & retirement
  • Investments
  • Financial planning
  • Tax & IHT planning
  • Insurance & protection

    • The majority of the leads will be pensions and investments. Mortgage & remortgage, equity release, final salary pension schemes and general financial advice leads are excluded at source.

    Leads are generates traffic through a paid search campaign on Google Ads and Microsoft Advertising. Microsoft Advertising is a service that provides pay per click advertising on the Bing, Yahoo!, and DuckDuckGo search engines.

    We generate financial advisor leads through the following website: Financial Advisor Direct and Regulated Advice.

    Starter Advisor

    We charge a fixed price per appointment. Appointments from £500 (No VAT as in Gibraltar) per month. Average fund size £50,000. The conversion rate is 80%*.

    Pro Advisor

    Spread the cost of the appointments over 90 days. We charge a fixed price per appointment. Appointments from £800 (No VAT as in Gibraltar) per month. Average fund size £210,000. The conversion rate is 60%*.

    Connect Advisor

    We charge a fixed price per lead. Leads from £1200 (No VAT as in Gibraltar) per month. Average fund size £180,000. The conversion rate is 15%*.

    * Data collated from booking 9,000 appointments between 2013 and 2025 by RMT Group.

    ** This was measured between August 2022 and October 2023 with a sample of 319. This was reported by Ashley Richardson, One Financial Planning (Scotland). £2,400 monthly spend equates to circa £8,000 fees.

    The conversion rate for appointments is 60% based on 9,000 appointments booked between 2013 and 2025. The average portfolio fund size is £210,000 based on data from August to November 2022.

    The conversion rate for pension leads is 15%. * The average portfolio fund size is £180,000. (see below)

    How many leads will you buy per year?
    Possible percentage conversion rate? %
    How much is a converted lead fee worth to you? £  
     

    Which means the number of potential conversions you generate will be
    (not including other business): £
    And that means the total amount of potential business equates to
    (not including other business): £

    *This was measured between August 2022 and October 2023 with a sample of 319. This was reported by Ashley Richardson, One Financial Planning (Scotland). £2,400 monthly spend equates to circa £8,000 fees.

    Yes. We offer weekly in arrears payment terms for the Starter Advisor and Connect Advisor plans. We offer 90-day credit on the Pro Advisor plan.

    For more information call 020 3468 4215.

    (1) Financial advisor leads (Scotland) The conversion rate for pension leads is 15%. This was measured between August 2022 and October 2023 with a sample of 319. This was reported by Ashley Richardson, One Financial Planning (Scotland). £2,400 monthly spend equates to circa £8,000 fees.

    (2) Financial advisor leads (South England) - Sample 2045 - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time.

    (3) Financial advisor appointments. Conversion rate is 60%. Data collated from booking 8,000 appointments between 2013 and 2025 by RMT Group.

    Enquiry Form

    An enquiry should only be made by an authorised advisor. Your information will be used to contact you about the services we provide, through the contact methods you select above. By submitting above you agree to share your details with retail clients. We do use a third party to handle and store your personal data on behalf of RMT Group Limited. 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.