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Financial Advisor Leads

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

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

FREE £250 worth of credit to the Auction Room - subject to terms.

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.

    Appointments

    We charge a variable price per appointment based on fund size. Appointments from £350 (No VAT as in Gibraltar). Average fund size £255,000. Conversion rate is 50% to 60%*. All postcodes covered in UK. Please call 020 3468 4215 for further details.

    Leads

    FREE £250 worth of credit to the Auction Room - subject to terms.

    We charge a fixed price per lead based on geographical coverage: From £120 per lead (No VAT as in Gibraltar). Average fund size £180,000. Conversion rate is 15% to 20%**.

    * Data collated from booking 7,500 appointments between 2013 and 2020 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 50% to 60% based on 7,464 appointments booked between 2013 and 2020. The average portfolio fund size is £255,000 based on data called between August to November 2022.

    The conversion rate for pension leads is 15% to 20%. * 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 all types of financial advisors.

    For more information call 020 3468 4215.

    (1) Financial advisor leads (Scotland) The conversion rate for pension leads is 15% to 20%. 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 - 27% referral rate - £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. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.

    NOTE: The referral rate refers to a second call or meeting.

    (3) Financial advisor appointments. Conversion rate is 50% to 60%. Data collated from booking 7,500 appointments between 2013 and 2020 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.