IFA Lead Generation
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.
Buying leads is a transaction. Lead generation is an asset. When we run IFA lead generation for a firm we build the landing pages, the search visibility, the outreach sequences and the qualification layer around your brand — so the enquiry flow keeps working when the ad spend pauses.
Most firms start with a defined pilot phase within the retainer, then scale once the cost per acquired client is known.
The channels that produce adviser enquiries
Paid search captures people already looking for an adviser — the highest-intent traffic available. LinkedIn and email outreach reach professionals and business owners who have not started looking yet but match your ideal client profile exactly. Organic content compounds and reduces blended cost per lead over time.
We run them together because they feed each other: search proves which messages convert, outreach scales the winners, and content lowers the cost of both.
- 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.
Qualification is where the money is
The difference between a 5% and a 40% appointment rate is almost never the traffic source. It is what happens in the ninety seconds after someone submits a form. Our UK-based team calls every enquiry, confirms advice need, asset position, timeframe and consent, and books straight into your advisers' diaries.
You receive a calendar entry with notes, not a spreadsheet row.
Pricing and qualification criteria
We work two ways. We work on a monthly retainer only — not pay-per-lead, not commission, not revenue share. The qualification criteria for every enquiry are agreed in writing before the campaign starts. 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.
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.