IFA Leads
High-intent financial services lead generation — compliant, tracked, and built for measurable pipeline.
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.
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. 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.