RMT Direct Leads - IFA Leads
IFA Leads
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.

    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.

    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.

    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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