Lead generation for financial advisers
Consented, pre-qualified enquiries from people looking for regulated advice, sent to one adviser per area and paid for from the clients they become.
At a glance
- Model
- Pay on results
- Your leads
- Exclusive, one firm per area
- Cost to start
- Nothing up front
A single advice client can be worth years of recurring fees, which makes a good enquiry valuable and a bad one expensive in a way that goes beyond its price. In this market the risk is rarely the cost of a lead. It is compliance, consent and quality, and buying from a shared pool where the same name is sold six times fails all three.
ROI Leads works to the standard the sector needs. Enquiries are generated with clear consent, matched to your permissions and your area, and sent to you alone. Our share comes from clients who actually sign, so our interest and yours point the same way.
What a compliant, profitable adviser lead looks like
Consent first, then fit. The person has asked for advice, agreed to be contacted, and matches the work you are authorised to give, whether that is pensions, mortgages or protection. Because the fee is tied to signed clients rather than raw enquiries, there is no incentive to flood you with volume that never converts.
The work these leads cover
Real financial advisers enquiries across the jobs you take, filtered to your area before they reach you.
-
Pension advice and transfers
Consolidation, drawdown and retirement planning enquiries.
-
Mortgage advice
First time buyers, remortgages and later life lending.
-
Investment planning
ISAs, portfolios and lump sum investment reviews.
-
Protection and life cover
Life, critical illness and income protection.
-
Equity release
Later life lending enquiries from qualified homeowners.
-
Estate and inheritance planning
Wills, trusts and inheritance tax conversations.
Financial Advisers leads across the UK
The same model runs city by city. A few of the areas live now:
Financial Advisers leads, answered
Are the financial adviser leads compliant and consented?
Yes. Enquiries are generated with clear consent to be contacted about regulated advice, and matched to your permissions before they reach you. Consent detail travels with each lead.
How does pay on results work for a long sales cycle?
The fee is tied to clients who sign, not to the first phone call, so a slow pipeline does not cost you. You pay an agreed share once the relationship is on the books.
Are the leads exclusive?
Each enquiry is sent to one adviser per area and never resold. The whole point of paying on results is that you are not competing with five others for the same person.
Ready for exclusive financial advisers leads?
Book a short call and we will set up your area and show you how the split works for the jobs you take.