The UK’s trusted partner for financial client acquisition
We specialise in delivering qualified leads for financial services firms, from wealth management and insurance to mortgage and investment companies.
Who we are and what we do
Financial Lead Generation Agency is part of the Pearl Lemon Group, a London-based business with global reach. Since 2016, we have worked with financial services providers across the UK, helping them secure consistent pipelines of new business.
Our mission is clear: to connect financial professionals with prospects who match their services. With campaigns designed to respect FCA compliance and industry standards, our work focuses on transparency, measurable outcomes, and client confidence.
Behind every campaign is a dedicated team of specialists in LinkedIn, email, cold calling, and financial sector marketing, all committed to helping UK firms grow.
Our email campaigns reach high-value prospects with personalised, compliant messaging. From mortgage leads to corporate investors, we start meaningful conversations for financial businesses across the UK.
Connect with decision-makers in wealth management, insurance, lending, and investment services. Our LinkedIn campaigns are designed to help financial firms create genuine business opportunities.
We help UK financial businesses connect with the right prospects through LinkedIn, cold email, B2B lead generation, cold calling, outsourcing, and appointment setting, delivering consistent, qualified leads for wealth managers, mortgage brokers, insurers, lenders, and investment firms.
Fill your sales funnel with qualified financial leads. We generate consistent B2B opportunities for financial advisors, lenders, insurers, and investment companies.
Our UK-based team engages directly with financial decision-makers through professional cold calling campaigns. We prioritise quality conversations that lead to real business opportunities.
Outsource your financial lead generation to experts. We qualify and deliver finance leads so your sales team can focus on closing deals rather than chasing prospects.
We schedule calls and meetings with vetted financial prospects, including mortgage clients, insurance buyers, and high-net-worth individuals, so your team can focus on meaningful discussions.
Proven campaigns for financial firms
We help financial companies secure qualified prospects through targeted campaigns, delivering consistent results across investment, mortgage, insurance, and wealth management sectors.
RJM Group, a wealth management provider, partnered with us to launch a pay-per-lead campaign targeting high-net-worth prospects. Using Google Ads, Meta Ads, and a custom landing page with strict pre-qualification filters, we generated 125 qualified leads at just £15 per lead — 40% lower than the industry benchmark of £25–£30. The campaign delivered 208% of the target lead volume while maintaining FCA-compliant standards.
Mauritius-based Intrasia Wealth sought to expand its private client base across Asia and the Middle East. We deployed a multi-channel campaign — cold email, LinkedIn outreach, and targeted cold calling, supported by a LinkedIn content calendar. Within the first 10 days, the campaign generated 8 qualified leads: 6 from cold calling, 1 from LinkedIn, and 1 from email. These results significantly outperformed industry averages in the wealth management sector, where conversion cycles are typically longer.
For Oso Financial, a US-based firm in debt settlement and loan consolidation, we designed a proof-of-concept campaign across Meta and Google Ads. Within the first week, leads began flowing in. Over the course of the month, we closely monitored CPL, paused underperforming channels, and refined targeting. The result was a pipeline of relevant prospects and actionable insights into which platforms offered the best ROI. This provided the client with a clear roadmap for scaling long-term lead generation.
Feedback from financial clients
We’re proud to support financial firms across the UK with campaigns that deliver measurable results, reliable pipelines, and long-term client confidence.
"The pay-per-lead model has worked exceptionally well for our investment company. We saw a noticeable reduction in wasted spend and a steady increase in qualified conversations. The transparency in reporting made it easy for us to track ROI and trust the process."
"As an insurance provider, finding high-quality leads had always been a challenge. Within weeks of working with Financial Lead Generation Agency, we began receiving enquiries that matched our target market. The leads were engaged, relevant, and converted into policies far better than our previous campaigns
"Wealth management is a highly competitive industry, but the appointment setting campaign delivered exactly the type of prospects we were hoping for. We were meeting with serious, high-net-worth individuals who were ready to talk. This has had a direct impact on our firm’s revenue growth."
Build a stronger financial pipeline today
Partner with Financial Lead Generation Agency and begin receiving qualified UK financial leads that match your business goals. Whether you’re a mortgage broker, insurance provider, wealth manager, or investment firm, our team is ready to help you connect with the right prospects.
Schedule a consultation today and take the first step towards consistent, high-quality lead generation.
Answers to common queries about our financial lead generation services
We build targeted LinkedIn campaigns that connect you with decision-makers in wealth management, insurance, mortgage lending, investments, and other financial sectors. Each connection request and follow-up is designed to generate genuine business opportunities.
Our copywriters handle the entire process. We write personalised, compliance-friendly cold email campaigns, manage technical setup (domain, authentication, deliverability), and monitor responses to ensure strong results.
We work with mortgage brokers, wealth managers, insurers, lenders, debt management firms, and investment companies. Any financial service targeting other businesses or professionals can benefit from B2B lead generation.
Yes. Cold calling remains one of the best ways to start direct conversations with qualified prospects. Our UK-based team focuses on meaningful discussions, not generic scripts, ensuring higher conversion potential.
By outsourcing lead generation, your sales team can focus on converting prospects rather than chasing them. We handle outreach, qualification, and delivery of finance leads, making your team more efficient.
We schedule calls and meetings with vetted financial prospects that match your target profile, whether that’s mortgage clients, insurance buyers, or high-net-worth individuals. Every appointment is with someone who has expressed genuine interest.
Yes. If a lead doesn’t meet the agreed criteria, it is replaced at no extra cost to you. This ensures your investment delivers value.
Yes. We integrate with leading CRMs such as Salesforce, HubSpot, and Zoho, so your leads flow directly into your sales process.
Yes. In addition to retainers, we offer pay-per-lead campaigns across LinkedIn, email, and cold calling, giving you flexibility depending on your needs and budget.
Absolutely. Every campaign is structured to meet UK financial regulations and industry standards, ensuring compliance while delivering qualified prospects.
Don’t let your competitors take all the leads. We’ll help you generate quality financial leads that help you grow. Book today and make sure your business gets the attention it deserves.
"Our mortgage firm received consistent, qualified leads that converted into paying clients. The communication throughout the process was clear, professional, and easy to follow. We finally had a reliable flow of enquiries we could count on, which helped us scale with confidence." –