Equity Release Leads
Financial-services marketing with an FCA-aware client approval workflow, agreed qualification and tracked outcomes.
Monthly managed retainer from £5,500/month or custom-priced pay per lead, subject to feasibility and an appropriate regulatory process. Setup and ad spend are scoped separately; qualification and exclusivity are agreed in writing.
Equity release sits in the most vulnerable-customer-sensitive corner of UK advice. Getting an enquiry is easy; getting one from a homeowner who genuinely qualifies and genuinely understands what they are enquiring about is not.
We screen on age, property ownership status, approximate property value, existing mortgage balance and stated purpose. Enquiries showing signs of confusion or unsuitability are removed before delivery rather than passed on for you to deal with.
The prospect profile that converts
The strongest converting segment is homeowners aged 65–75 with a property valued above £250,000, little or no outstanding mortgage, and a specific purpose — home improvements, helping family onto the property ladder, clearing an interest-only shortfall, or supplementing pension income.
Purpose is the strongest single predictor of completion. We capture it on every enquiry.
- UK GDPR & PECR-aware outreach
- Documented data sources (FCA Register, Companies House)
- Your suppression lists honoured
- Your compliance team signs off all messaging
- Audit trail for every introduction
We are not authorised by the FCA. We cannot approve regulated financial promotions; your firm must arrange appropriate approval where required.
Compliant creative in a scrutinised market
No 'unlock your money' urgency, no unqualified figures, no implication that equity release is free money. Campaign creative sets out that this is a regulated decision requiring advice, that it reduces the estate, and that the prospect will speak to a qualified adviser. It converts more slowly and holds up far better.
Pricing and qualification criteria
We work two ways. Pay-per-lead means you pay only for enquiries that meet the criteria we agree in writing before the campaign starts — no retainer, no setup fee, no minimum term beyond the first batch. Retainer campaigns suit firms that want volume, multi-channel coverage and a dedicated SDR resource.
Every lead is scored before delivery on four things: regulatory eligibility, stated intent, timeframe, and whether the prospect matches the client profile you gave us. Anything that fails is replaced free of charge.