IFA 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.
An IFA lead is only worth having if the person behind it has money to advise on and a reason to act now. Before anything reaches you we confirm the prospect's advice area, approximate investable assets or pension value, their timeframe, and that they have given explicit consent to be contacted by a regulated adviser.
That means your advisers spend their diary on suitability conversations rather than qualification calls. Firms typically see appointment rates between 30% and 45% on our IFA leads, against single figures on aggregator data.
Why aggregator lists stop working
Most IFA lead lists on the market are recycled. The same enquiry is sold to four or five firms, the prospect is called eleven times in a day, and by the time your adviser dials the number the client has either committed elsewhere or stopped answering.
We do not resell. One enquiry, one firm, and a delivery window measured in minutes so you are the first regulated voice the prospect hears.
- 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.
Built for FCA-regulated advice
Financial promotions rules and consumer duty make lead generation a compliance question as much as a marketing one. Our landing pages, ad copy, call scripts and consent wording are written to be defensible: clear, fair, not misleading, with the source of every lead evidenced and retained.
If your compliance officer wants to see how a specific enquiry was generated and what the prospect agreed to, we can produce it.
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.