Appointment Setting
Calls & meetings with vetted UK financial decision-makers.
UK · FCA-compliant
Trusted Financial Lead Generation Agency in the UK
The UK's trusted partner for financial client acquisition.
We specialise in delivering qualified leads for financial services firms — — wealth managers, IFAs, insurers and MGAs, investment firms, private equity and specialist lenders. Retained B2B programmes only.
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Retained by UK regulated financial firms
Retained
B2B programmes only
UK
Based & FCA-aware team
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 a retained 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 is offered on a monthly retainer alongside outbound. 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.
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.
Case Studies
High-quality campaigns for financial firms.
We help financial companies secure qualified prospects through targeted campaigns — across wealth, advice, insurance and investment firms. Client names are kept confidential unless they have agreed to be named.
Wealth Management · UK
Retained HNW programme for a UK wealth firm
LinkedIn · cold email · pre-qualified landing page
A retained multi-channel programme reaching high-net-worth prospects, with strict pre-qualification before any introduction. Messaging went through the client's compliance sign-off and every introduction was exclusive to them.
Private Client · International
Private client expansion for a wealth adviser
Cold email · LinkedIn · targeted calling
Coordinated outreach and a content calendar to open private client conversations in new international markets, with qualification criteria agreed up front and reviewed every week.
Your first 90 days
How a retained 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 only take retained B2B programmes for regulated and professional firms. 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 only — no pay-per-lead
- 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
B2B outreach is run on a legitimate-interest basis, with opt-outs honoured immediately and your suppression lists applied.
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 not authorised by the FCA. Approval of financial promotions always remains with your firm.
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-Compliant By Design
Compliance built into every stage of outreach — professional, credible, defensible.
Retainer-Only Engagement
We work on retainer — not commission, not pay-per-lead, not revenue share. Aligned with your long-term pipeline.
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
Most lead generation companies for financial services sell shared, low-intent leads. 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.
Exclusive, not resold
Every conversation we generate is yours alone. Nothing is shared or sold to competing firms.
Aligned pricing
We work on a monthly retainer only, not pay-per-lead, commission or revenue share, so the focus stays on quality rather than volume.
Who we are not right for
Firms looking to buy consumer lead lists, pay per lead, or run debt, claims or short-term loan campaigns. 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-compliant 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-compliant campaigns end to end
- Verified leads matched to your criteria
- Retainer-only, exclusive leads, FCA-compliant
- Weekly reporting on real outcomes
Frequently Asked Questions
Answers to common queries.
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. We work on retainer only, with exclusive, researched campaigns and a full audit trail.
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 by a UK team for regulated financial firms on a monthly retainer.
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.
Yes. If a lead does not meet the agreed criteria, it is replaced at no extra cost.
Yes — Salesforce, HubSpot, Zoho and others. Leads flow directly into your sales process.
We work on retainer only — not commission, not pay-per-lead, not revenue share. A monthly retainer covers research, campaign design, compliance review, outreach execution and pipeline reporting. This aligns our work with your long-term pipeline rather than rewarding short-term volume.
Absolutely. Every campaign is structured to meet UK financial regulations and industry standards.