Lead Generation for Financial Services
At The Lead Generation Agency, we don’t talk theory. We deliver. Our focus is on lead generation for financial services firms across the UK—nothing else. We know what it takes to get qualified, compliant, and conversion-ready leads into your pipeline, whether you’re a mortgage advisor, wealth manager, IFA, pension consultant, or commercial lender. Our methods are measured, legal, and geared toward what matters: bottom-line growth.
We’ve built campaigns for some of the UK’s fastest-scaling advisory firms, with results that speak for themselves. From FCA rules to customer intent signals, we understand what drives conversions in your world.
Our Services
You don’t need more leads. You need the right leads. Here’s how we do it.
Lead Qualification & Compliance Filtering
We filter out noise. That means no wasted calls, no time lost. Our qualification process uses rule-based segmentation aligned with FCA requirements, screening out leads with incomplete or non-qualifying financial data. We validate income ranges, asset types, credit categories, and investment goals upfront to prevent churn post-contact.
How it helps: We reduce your contact-to-conversion ratio by up to 60%, increasing actual revenue opportunities, not inbox clutter.
Multi-Channel Lead Systems
Relying on one funnel is like betting on a single stock. We set up structured lead journeys across high-performing channels—LinkedIn message flows, direct-response email, SEM landing pages, and native content ads. Each stage is tested for cost per acquisition and conversion rate.
How it helps: A mortgage broker using our system dropped their cost per qualified lead from £83 to £31 in 90 days.
Cold Email Lead Campaigns
Our cold outreach isn’t just spam-proof—it’s format-perfect for GDPR and PECR. Each campaign is manually structured with sender reputation scoring, domain warm-ups, and soft CTA email ladders. Everything’s written to hit industry-relevant pain points in the retirement planning, ISA, pensions, and equity release sectors.
How it helps: Campaigns get 18–24% reply rates and 7–9% booking rates when integrated into nurture sequences.
LinkedIn Appointment Setting
LinkedIn is a minefield if you’re not careful. We run connection campaigns specifically for regulated industries, using segmented title-based lists and persona triggers. No bots. No copy-paste garbage. Just real, pre-vetted outreach synced with your sales cycle.
How it helps: You get meetings with pension scheme administrators, CFOs, or property investors who match your AUM requirements.
Paid Ads for Financial Keywords
We build ads that don’t get flagged or shut down. Everything is written and structured around FCA-compliant copy, avoiding false ROI projections or misleading claims. We split-test ad groups around vertical-specific pain points—such as “capital release,” “portfolio risk reduction,” and “inheritance tax limits.”
How it helps: On average, our PPC clients see 2.3x ROI by month 3—on leads with real assets, not window shoppers.
CRM Setup & Nurture Automation
If you’re still chasing leads manually, you’re leaking conversions. We plug into your CRM (HubSpot, GoHighLevel, Salesforce, or others) and automate follow-up flows—text, email, reminders—with variable delays based on lead response behaviour.
How it helps: We recover 17–22% of leads from abandonment with targeted drip campaigns matched to decision-stage data.
Appointment Qualification Calls
Our UK-based callers confirm need, interest, and timing before any calendar slot is booked. Every conversation is logged with call outcomes, rebuttals, and suitability data, so your team walks into the call knowing what they’re walking into.
How it helps: Clients report 40–50% more second-stage conversations thanks to warm qualification.
Lead Reporting Dashboard
You’ll see what’s working—and what’s not. Our reporting system updates every 24 hours. Metrics include cost per lead, qualified appointment ratio, source breakdown by intent level, and drop-off points.
How it helps: You won’t chase shadows. You’ll know which channel is giving bottom-line performance and which one’s wasting your ad spend.
Why Choose Us?
We only work with financial service firms. That’s it. We know the compliance codes, the decision chains, the objections, and the terminology. Our copywriters write like actuaries. Our media buyers know which keywords won’t get your ad account suspended. We test, measure, fix, and deploy —without excuses.
Frequently Asked Questions
We work with IFAs, mortgage advisors, private equity consultants, pensions and ISA specialists, and asset managers.
Yes. All our email sequences are GDPR and PECR-checked, and we avoid any misleading financial performance wording.
We integrate with CRMs like HubSpot, Salesforce, and GoHighLevel using API connectors and Webhooks.
We pre-screen by financial need, service interest, investment value range, and availability to speak.
Yes, each lead is assigned to only one client and never resold.
Most clients see consistent leads in under 3 weeks, with optimisation peaks around weeks 6–8.
We manage both paid and manual outreach depending on budget, target, and compliance constraints.
Yes, we provide white-label options for larger firms needing fulfilment.
Between 7–12% depending on vertical, offer structure, and qualification logic.
We avoid crypto, gambling, and any high-risk verticals with FCA or ASA compliance issues.
Ready to Bring in Leads That Stick?
You’ve got the service. We bring the names. Let’s cut wasted time, chase real opportunities, and fill your calendar with people who are ready to talk money, not tire kickers.
