Financial advice and pension leads: building supply
We're building financial advice and pension supply, to the same standards as our mortgage leads. If you can take volume, talk to us now.
A few quick questions first. If we're a good fit, we'll be in touch.
What we're building
Financial advice and pension leads generated in-house, from our own advertising, with the same five checks and consent standards as every lead we generate. We'll launch once everything behind them is in place, and we won't sell a lead before it is.
Where we advertise
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Made in-house
Every lead comes from our own advertising and our own sites, made by our own team. We never buy in leads or resell them to third parties.
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Checked five ways
Before a lead reaches you, we confirm the mobile by PIN, check it's a real, live number, validate the email, check the postcode against UK postcode data and screen out duplicates. The PIN step also stops bots, so every lead is a real person.
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Consent first
Every lead agrees to be contacted before they can submit. It's a required step in the form, so no lead reaches you without it, and we keep the record of when it happened.
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Any CRM
Once supply is live, leads arrive in real time, in any CRM or dialler, by API or email. We already deliver into FLG, Salesforce, HubSpot, GoHighLevel and custom systems.
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Replaced if wrong
The same terms as our live markets: if a lead is a duplicate of one we've sent you in the last 90 days, a hoax, or a wrong number, tell us within 7 days and we'll replace it with a new lead of the same type.
How it will work
Once supply starts, three steps from first call to leads in your CRM.
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Step 1
Tell us what you need
Request a call now and tell us the leads you want and the volume you can take.
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Step 2
Agree your supply
Your daily volume, price and how leads reach your CRM, agreed before supply starts. You pay per lead, with no lock-in.
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Step 3
Leads into your CRM
Once supply is live, leads arrive in real time, generated in-house and checked five ways.
Are we a good fit?
Good fit if you:
- are a UK financial adviser or pension specialist
- can take at least 5 leads a day once supply is live
- manage leads in a CRM or dialler
Not a fit if you:
- need leads now: we're not supplying financial advice and pension leads yet
- want a small one-off trial
- want to buy leads to resell
Questions about financial advice and pension leads
Straight answers on what you get, how it works and what it costs.
What are financial advice and pension leads?
Financial advice and pension leads (sometimes called financial adviser leads) are enquiries from people who have asked to hear from a financial adviser, for example about their pension or planning for retirement. We don’t supply them yet: we’re building financial advice and pension supply, to the same standards as our mortgage leads.
Do you sell financial advice and pension leads now?
Not yet. We’re building financial advice and pension supply. If you can take volume, talk to us now.
When will financial advice and pension leads be available?
We don’t have a launch date to publish yet. If we’re a good fit, we’ll be in touch when it’s live.
Will the leads be exclusive?
We agree that with you when we agree the campaign.
How are the leads checked?
The same way as every lead we generate: 5 checks, including a PIN sent to their mobile, and consent before they submit.
How much do they cost?
We agree prices with the campaign. You pay per lead, with no minimum term.
Who do you work with?
We don’t publish client names, and we wouldn’t publish yours. In our experience, clients tend to keep us to themselves.