Expert Financial Advisor Lead Generation Services Uk

If you’re an Independent Financial Advisor (IFA), wealth planner, or pension consultant in the UK, chances are you’ve been fed up with time-wasting leads, generic enquiries, or worse—prospects who “just wanted a quote” but had zero buying intent.

The truth? Most lead generation efforts fall flat because they’re built on half-baked funnels, vague targeting, and outsourced cold calls handled by people who couldn’t tell a SIPP from a SASS.

That’s not what we do here. We run outbound campaigns for financial advisors that actually put qualified, decision-ready prospects in front of you.

We don’t buy lists. We build them, segment them, and call them live—with UK-based reps trained specifically for regulated financial services. And we do it in a way that aligns with FCA marketing guidance and GDPR rules, every step of the way.

Our Services

Here’s how we bring you clients that don’t waste your time.

Live UK-Based Callers, Trained in Financial Services

Every call is handled by Our native UK agents who understand the terminology—think pensions, ISAs, annuities, VCTs, tax wrappers, inheritance planning, drawdown options. They’re trained to screen out time-wasters and identify genuine interest with disposable income or investable assets.

Hyper-Qualified Leads, Not Enquiries

Our leads pass through a multi-step qualification process. We only pass leads that meet criteria you set—whether that’s net worth, investable amount, retirement horizon, or specific products (pension switch, IHT planning, etc.).

Custom Scripts Written for FCA-Sensitive Markets

We don’t “wing it” on calls. We build scripts designed to meet Treating Customers Fairly (TCF) principles and FCA guidelines on financial promotions. No cold call cowboys here.

Appointment Setting & Handover

Our reps don’t just qualify and leave it at that. We book the appointment directly in your calendar, including a summary of what was discussed so your first call isn’t a shot in the dark.

Real-Time Lead Delivery

Leads are sent live. You’ll get the prospect’s name, contact info, key motivators, financial position, and appointment time. No 24-hour delay nonsense.

What This Means for You

You’re not here to waste time chasing maybe-laters. You want qualified prospects who are ready to talk.

This service is for firms who:

Are regulated or working under an AR structure
Need pension leads, investment clients, IHT opportunities, or general financial planning enquiries
Want live, human calls—not AI, not pre-recorded voicemails
Care about ethics and compliance as much as results

Whether you’re targeting retirement planning in Surrey, wealth growth in Manchester, or pension consolidation in Kent, our targeting and caller scripts adapt to your focus.

How Our Cold Calling Campaigns Solve Your Problems

You’ve probably been told cold calling is dead. It’s not.
Bad cold calling is dead.

Here’s what we fix for you:

No More Dead-End Leads

With over 65% of appointments leading to second-stage consultations, our lead quality means you stop burning hours on tyre-kickers and freeloaders.

Real Conversations That Convert

We’re averaging 3.5-minute calls before handover—long enough to uncover needs, short enough to move them into your funnel without friction.

No Nonsense Compliance

Fully GDPR-compliant campaigns, TCF-focused script builds, no unqualified lead spam. We’ve worked with directly authorised firms and appointed reps—we know the territory.

Control Over Your Pipeline

We don’t decide who’s a good lead—you do. You set the criteria. We filter accordingly. Want people with £75k+ in pensions? Fine. Only want homeowners? We’ll screen for that.