Financial services lead generation puts IFAs, mortgage brokers and wealth managers in front of people who need advice and are ready to act. Here is how Sitesy generates compliant, qualified financial leads in the UK.
⚡ Key takeaways
- Qualified enquiries for mortgages, pensions, investments and protection
- Driven by SEO, Google Ads and LinkedIn
- Built around FCA expectations and affordability
What Is Financial Services Lead Generation?
Financial services lead generation attracts people who need regulated advice or a financial product, then captures their enquiry so your firm can assess suitability and follow up. It spans mortgages, pensions, investments, protection and more.
Why Do Financial Advisers and Brokers Need Lead Generation?
Financial decisions start with research, and most of that research happens on Google. Being visible at that moment, with a trustworthy message, is what turns a searcher into a client. Consistent enquiries keep your advisers productive and your pipeline full.
Which Channels Work Best for Financial Services Lead Generation?
SEO and Google Ads capture active demand, LinkedIn works for advisory and B2B finance, and paid social drives volume for mortgages and protection.
How Does Sitesy Generate Financial Services Leads?
We identify your most valuable advice areas and client types, target the right searches and audiences, and qualify enquiries on need and affordability before they reach you. Every lead is exclusive and FCA-aware in its messaging.
What Does a Good Financial Services Lead Look Like?
A good financial services lead is someone with a genuine need, who broadly qualifies on affordability or assets, and who falls within your advice remit. We screen on these basics so your advisers spend time only on viable prospects.
How Much Does Financial Services Lead Generation Cost?
Cost per lead varies widely between, say, a protection enquiry and a high-net-worth investment client. We price around the lifetime value of each client type and confirm the model after a free audit.
Why Choose Sitesy for Financial Services Lead Generation?
Your leads are exclusive to you, never shared or resold, our pricing is transparent, and we report on enquiries and booked work rather than vanity metrics. We only win when you do.
Frequently Asked Questions
Are the leads FCA compliant?
We design campaigns and messaging to align with FCA expectations, with clear, fair and not misleading communications. Suitability assessment remains your firm’s responsibility.
Which finance niches do you cover?
Mortgages, protection, pensions, investments and wealth, commercial finance and more. We focus on the areas where you want to grow.
Get Started With Financial Services Lead Generation
Book a free audit and we will map where your best enquiries will come from and what each one should cost. Request your free audit to get started.