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Online Financial Leads

Our Online Financial Leads are open to all types of Financial Advisors including: Independent Financial Advisors, Restricted-Whole-of-Market Advisors and Restricted Advisors.

Google dominates the online search market in the UK with 88% of all searches. The term "Financial Advice" generates 75,000 monthly searches each month and is an excellent way to generate financial advice leads.

We are currently supplying financial advice leads to over 50 IFA firms throughout the UK.

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.

Online Financial Leads

  • General Financial Advice Leads
  • Pension Leads
  • Pension Review Leads
  • Final Salary Pension Scheme Leads
  • Retirement Income Planning Leads
  • Annuity Purchase Leads
  • Pension Income Drawdown Leads
  • Investment and Savings Leads
  • Inheritance and Tax Planning Leads
  • Insurance and Protection Leads
  • Equity Release Leads (min. age 55)
  • Financial Advice for Business
  • Mortgage Advice Leads

IFA Leads

IFA Leads are generated from the following websites: IFA Direct Home and RegulatedAdvice.co.uk and other similar websites. The leads are generated through social media advertising and a paid search campaign on Bing and Google search engines.

We charge a fixed price per lead. For pricing per lead, please call 020 3468 4215.

Enter your postcode: XXXX
ip: 10.69.153.XXX
Please select a service: Pension Review
Enter your full name: Sandra XXXX
Email address: sandyXXXX@gmail.com
Telephone number: XXXX
ip: 10.69.153.XXX

Current Pension Leads conversion rates at RMT Direct Leads hover around 16-20%. Average fund size is £125,000.

Current Pension 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 a Online Financial 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 Online Financial 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.

My experience with RMT has been very positive with a combination of excellent service from all the team and high quality online leads sent to me, reliably and regularly allowing me to focus on building client relationships.
Robert Rose - Partner / Principle - Rose Associates Financial Planning - Essex 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

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