Monthly managed retainer
From £5,500 / month
For firms investing in an ongoing, managed programme across agreed research, outreach, paid media and reporting. Channels and deliverables are scoped in your proposal.
Discuss a managed programme
UK financial-services marketing · Pearl Lemon Limited
Financial Lead Generation Agency
Reach the clients, intermediaries and decision-makers your firm wants to speak to.
For wealth managers, IFAs, insurers and MGAs, investment firms, private equity and specialist lenders. Managed retainers from £5,500/month or custom-priced qualified leads, subject to feasibility.
Established 2016 · FCA-aware, client approval workflow · No guaranteed conversions
Two ways to work together
Choose the model that fits your pipeline.
Pay per qualified lead
Custom pricing
For a clearly defined lead requirement. Price depends on sector, qualification, exclusivity and volume, subject to feasibility and an appropriate regulatory process.
Check PPL feasibilitySetup fees and advertising spend are not automatically included. Your proposal sets out costs, lead definition, verification, delivery, exclusivity and any agreed corrections. Neither model guarantees appointments, sales or investment outcomes.
Evidence, with the context intact
Published financial-sector campaigns.
Pearl Lemon Leads / Pearl Lemon Group historical examples, not necessarily campaigns run under this website. Read the original sources before comparing performance.
Featured · international wealth
Intrasia Wealth: international outreach
8 qualified leads in the first 10 days
6 from cold calling, 1 from LinkedIn and 1 from cold email. Meetings were scheduled subsequently. Intrasia Wealth is based in Mauritius; outreach covered Asia, Africa, Australasia and the Middle East — not a UK client campaign.
Previously published Pearl Lemon Leads / Pearl Lemon Group campaign. Lead qualification and timing are reported by the original publisher, not independently audited. Not a forecast for your firm.
Investment · paid media
UK investment company: TikTok / Piman campaign
87 in-app leads in 26 days · 252,000+ impressions
£60 starting cost per lead versus a lowest reported £8 CPL in the best-performing campaign. £8 is not the blended CPL. In-app leads are not sales-qualified investor appointments.
Previously published Pearl Lemon Leads / Pearl Lemon Group paid-media campaign. Platform enquiries and campaign-level CPL are publisher-reported historical results, not guaranteed conversions.
Commercial finance · anonymous
Anonymous UK commercial finance brokerage
82 qualified funding consultations within four months
31% increase in sales-qualified opportunities and 27% reduction in cost per qualified lead, as reported on a Pearl Lemon Leads business-loan service page.
Anonymous publisher-reported example, not an independently verified case study. No client identity or quotation is asserted; baseline and methodology should be discussed before comparing results.
For insurance-specific outcomes, see our existing insurance page; its original numeric proof is preserved separately.
Wealth management ✦IFAs & financial planners ✦Insurance brokers & MGAs ✦Private equity ✦Investment firms ✦Specialist lenders ✦Boutique investment banks ✦Employee benefits consultants ✦
About Us
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 delivering results for UK firms.
Learn more about usOur Services
Lead generation built for financial firms.
LinkedIn, cold email, B2B, cold calling, outsourcing and appointment setting — delivering consistent, qualified leads for wealth managers, IFAs, insurers, lenders, private equity and investment firms.
01
Cold Email Campaigns
Personalised, compliant messaging that reaches high-value prospects — from wealth and advice firms to corporate and institutional buyers — and starts meaningful conversations for UK financial firms.
Explore cold email campaigns02
LinkedIn Lead Generation
Connect with decision-makers in wealth management, insurance, lending and investment services with campaigns engineered to create genuine opportunities.
Explore linkedin lead generation03
B2B Lead Generation
Fill your sales funnel with qualified financial leads for advisors, lenders, insurers and investment companies.
Explore b2b lead generation04
Cold Calling
Our UK-based team engages financial decision-makers directly — prioritising quality conversations over volume.
Explore cold calling05
Lead Generation Outsourcing
Outsource qualification and delivery so your sales team can focus entirely on closing.
Explore lead generation outsourcing06
Appointment Setting
We schedule calls and meetings with vetted financial prospects — business owners, finance directors, intermediaries and HNW individuals.
Explore appointment setting07
Paid Media for Financial Firms
LinkedIn, Google and Meta campaigns planned around your compliance sign-off and run alongside outbound, reported against meetings rather than clicks.
Explore paid media for financial firmsLead generation by sector
Channels we run
One team. Every channel your buyers use.
Most financial firms buy outbound from one supplier, ads from another and SEO from a third. We run them as one programme, so every channel feeds the same pipeline and the same reporting.
Outbound calling
UK-based callers who speak to decision-makers, not gatekeepers.
Cold email
Verified data, compliant copy, deliverability managed.
LinkedIn outreach
Founder and partner-led messaging to senior buyers.
Paid media
LinkedIn, Google and Meta campaigns for regulated firms.
SEO
Ranking your firm for the searches your buyers make.
Content
Guides and insight that give outreach a reason to reply.
Paid media
Paid media for regulated financial firms.
Paid media for financial services goes wrong when it's run by a generalist agency: wrong audiences, promotions that compliance won't sign off, and reports full of clicks that never become meetings. We run paid campaigns as part of an agreed lead generation programme — planned around your ideal clients and your compliance process.
LinkedIn Ads
Target by job title, firm size and sector — ideal for reaching partners, CFOs, finance directors and fund allocators.
Google Ads
Capture firms already searching for your service, with landing pages built for regulated audiences.
Meta Ads
Retargeting and awareness for firms whose buyers are business owners and senior professionals.
Compliance built into the workflow
Ad copy and landing pages go to your compliance team for financial promotion sign-off before anything goes live. We never approve promotions ourselves.
Paid media that feeds outbound
People who engage with your ads become warm outreach targets — so your callers and emails start from recognition, not a cold open.
Reported against meetings, not clicks
We report cost per qualified conversation and pipeline value, so you can see what the spend actually produced.
Paid media can form part of a managed retainer from £5,500/month or a feasible scoped PPL campaign. Setup and media budgets are agreed separately. Ad spend is paid directly to the platforms and stays visible to you.
Financial marketing & demand generationWhat we deliver
Real campaigns for
real financial firms.
Appointment Setting
Calls & meetings with vetted UK financial decision-makers.
Client Portfolio Experts
Building serious pipelines for wealth, advice, insurance and investment firms.
Outsourced Lead Gen
End-to-end outreach, qualification and delivery to your CRM.
Your first 90 days
How a managed programme works.
- Week 0–1
Discovery & ideal client profile
We agree who you want to meet, deal sizes, regions and what a qualified conversation means for your firm.
- Week 1–2
Data build & compliance review
Prospect lists built and verified from sources such as the FCA Register and Companies House. Messaging goes to your compliance team.
- Week 2–4
Campaigns go live
Calling, email, LinkedIn and — where it fits — paid media start together, coordinated from one plan.
- Week 4–8
First meetings & refinement
Qualified conversations land in your calendar. We tighten targeting and messaging based on real replies.
- Week 8–12
Scale what works
Budget and effort move to the segments and channels producing pipeline. Monthly reviews against meetings and pipeline value.
What happens next
What happens after you book.
- 1
You pick a 15-minute slot
No sales deck. We ask about your target clients, deal sizes and current pipeline.
- 2
We tell you honestly if we fit
We assess managed retainers and custom-priced PPL for financial firms, subject to feasibility. If we're not right, we'll say so.
- 3
You get a written outline
Channels, data sources, compliance steps and a realistic timeline — yours to keep either way.
- Retainer from £5,500/month or custom PPL
- UK-based team
- Compliance sign-off stays with you
Our Process
How we deliver financial leads in the UK.
A clear, step-by-step approach that combines compliance, precision targeting and consistent reporting.
01
Consultation
We map your goals, compliance requirements and ideal client profile so every campaign is built around your objectives.
02
Setup
Targeted LinkedIn, cold email domain configuration and CRM integration — the foundations for smooth lead delivery.
03
Launch
Outreach begins across agreed channels, focused on UK financial prospects that fit your target profile.
04
Lead Delivery
Qualified leads that meet your criteria are pushed directly into your inbox or CRM, verified and ready to work.
05
Ongoing Review
Weekly updates, refined targeting and adjusted messaging keep your pipeline consistent.
For compliance teams
How we work with your compliance team.
Regulated firms ask us the same questions before they sign. Here are the answers up front.
Your compliance team signs off
Scripts, emails, ads and landing pages go to your compliance function before launch. We never approve financial promotions ourselves.
Documented data sources
Prospect data is built from sources such as the FCA Register and Companies House, and every list records where each contact came from.
UK GDPR and PECR-aware outreach
Lawful bases and PECR requirements are assessed for the audience and channel. Consent, objections and suppression lists are addressed in the campaign process.
An audit trail you can show
Messaging versions, approvals and conversation history are kept, so you can evidence how every introduction was made.
We are a marketing firm, not FCA-authorised, and cannot approve regulated financial promotions. Your firm must arrange approval through the appropriate authorised process where required. Lawful bases, recipient types, consent and PECR requirements vary by channel and campaign. This describes our workflow, not legal advice.
- FCA: financial promotions and adverts
- FCA: approving financial promotions
- ICO: planning direct marketing
These are independent authority resources, not endorsements or certifications of our agency.
Our Skills & Expertise
Why financial firms
choose us.
Marketing expertise, industry knowledge and compliance awareness — campaigns financial businesses can trust in a highly regulated sector.
Financial Lead Generation Specialists
Focused exclusively on finance firms with proven results across the UK.
Sector Experience That Matters
Wealth managers, IFAs, insurers and MGAs, investment firms, private equity and specialist lenders.
FCA-Aware Approval Workflow
Messaging goes to your firm for the appropriate approval before launch; we cannot approve regulated promotions.
Two Engagement Models
Monthly managed retainer from £5,500/month or custom-priced qualified leads, subject to feasibility and the appropriate regulatory process.
Multi-Channel Expertise
LinkedIn, cold email, cold calling and appointment setting — proven methods, consistent results.
Transparent Reporting
Regular updates and measurable outcomes so you always know the value of your investment.
How to choose a lead generation company for financial services
Financial firms need to distinguish list sellers, enquiry campaigns and managed acquisition programmes. If you need conversations with decision-makers that turn into retained clients, compare providers on these five points.
Financial-services only
A specialist knows how advisers, lenders, insurers and investment firms buy, and what a qualified enquiry looks like for each.
Compliance built in
Campaigns should respect FCA financial promotion rules, UK GDPR and PECR, with your compliance team approving copy before launch.
Verified data sources
Ask where contacts come from. We research from sources such as the FCA Register and Companies House and keep a record of how each contact was found.
Defined exclusivity
Ask whether a lead is exclusive, shared or subject to a time window. Exclusivity applies only where your contract specifies it.
Clear commercial terms
Choose a monthly managed retainer from £5,500/month or custom-priced PPL where feasible. Agree setup, ad spend, lead definition and corrections before launch.
Who we are not right for
Firms expecting guaranteed conversions, financial advice from us or campaign approval without an appropriate regulatory process. We are not an FCA-authorised firm and do not give financial advice; we support regulated firms whose compliance teams approve every campaign.
Looking for something specific? See investment lead generation, FCA-aware lead generation or private equity lead generation.
Start Today
Start developing your financial client portfolio.
Partner with Financial Lead Generation Agency and begin receiving qualified UK financial leads that match your business goals. Wealth managers, IFAs, insurers, investment firms, private equity — we help you connect with the right prospects.
- FCA-aware workflow with client approval
- Verified leads matched to your criteria
- Managed retainer or feasible qualified PPL
- Weekly reporting on real outcomes
Frequently Asked Questions
Answers to common queries.
Before launch, we agree your sector, target market, lead type, eligibility, stated interest and required verification. A lead is an enquiry meeting that written definition, not a guaranteed sale or appointment. Your contract sets delivery, exclusivity and how disputed or incorrect records are reviewed; remedies are contractual.
Check five things: whether they work only with financial firms, whether they understand FCA financial promotion rules, UK GDPR and PECR, where their data comes from and how it is verified, whether leads are exclusive to you, and how they are paid. Compare a managed retainer from £5,500/month with custom-priced pay per lead. Agree qualification, data sources, exclusivity and the approval workflow in writing.
Yes. We build outbound programmes that reach HR directors, finance directors and business owners for corporate advisers and employee benefits consultants, using researched account lists, LinkedIn and email outreach, and meetings booked directly into your calendar.
Yes. Outbound is our core: researched target lists, compliant cold email, LinkedIn and calling, run for financial firms through managed retainers or a feasible, scoped pay-per-lead arrangement.
We build targeted LinkedIn campaigns that connect you with decision-makers in wealth management, insurance, mortgage lending and investments. Every connection and follow-up is engineered to create real business opportunities.
Our copywriters handle the entire process — personalised, compliance-friendly copy, technical setup (domain, authentication, deliverability) and response monitoring.
Wealth managers, IFAs, insurers and MGAs, specialist lenders, private equity and investment firms. Any financial service targeting other businesses or professionals.
Yes. Cold calling remains one of the fastest ways to start direct conversations with qualified prospects. Our UK team focuses on meaningful discussions, not scripts.
Your team stops chasing and starts closing. We handle outreach, qualification and delivery of finance leads end-to-end.
Calls and meetings with vetted financial prospects that match your target profile — business owners, finance directors, intermediaries or HNW individuals with genuine interest.
We check delivered leads against the agreed definition and review reported errors. Any corrections, credits or replacements depend on your contract; we do not promise a universal replacement policy.
Yes — Salesforce, HubSpot, Zoho and others. Leads flow directly into your sales process.
We offer monthly managed retainers from £5,500/month and custom-priced pay per lead. PPL pricing depends on sector, qualification, exclusivity and volume, subject to feasibility and the appropriate regulatory process. Setup and ad spend are not automatically included; scope and costs are agreed in your proposal.
We are not FCA-authorised and cannot approve regulated financial promotions. Our FCA-aware workflow sends messaging to your firm for the appropriate authorised approval where required. UK GDPR, consent and PECR requirements are assessed for each channel and audience; this is not legal advice.