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Financial advisor leads

Otley
Annecto Marketing Ltd
Financial advisor
€60,000 - €80,000 a year
Posted: 16 June
Offer description

The premise of our Financial Advisor leads is very simple. We place people & businesses who have the need for a Financial Advisor, with a Financial Advisor in their local area, it really is as simple as that. We do this by advertising on Google in your local area and when people search, they find our websites and fill in one of our online forms. We then take the enquiry and place it with the partner advisor in the relevant postcode area. The main types of advice required include pension reviews, investments, inheritance tax, estate management, life cover & financial planning.


Features of our leads

* Leads drilled to specific postcodes,
* Exclusive sales leads only sold once
* All leads generated through Google Adwords (no email marketing/telesales)
* All leads pro-actively searching Google for your services
* No contracts or long term tie ins – if you don’t like our leads you are not committed to annual fees like a lot of other companies


Why you should use Professional Leads


16 years experience in lead generation

The Professional Leads management team have been working in lead generation for over 16 years.


FCA regulated

Annecto Marketing Ltd t/a Professional Leads are regulated by the Financial Conduct Authority under registration number 996940 for making arrangements with a view to transactions in investments.


Postcode Based Leads

Our leads are selected by postcode, meaning you can control where your leads come from. This enables you to scale as your business expands.


Real-Time Delivery

Unlike other companies who cherry pick the best leads, all our leads are delivered in real time meaning the second they are generated they are sent to you.


Intent Based

Every single lead we generate is from a Google or Bing search, where people pro actively are looking for a service. Unlike other companies we do not use Facebook or any cold calling techniques.


Search Engine Professionals

Our marketing team are accredited search engine professionals. We are an official Google Partner and have been upgraded by Microsoft to an Elite Partner.

Grow your business with a constant flow of quality pension advice leads, delivered in real time and booked into your calendars.


Lead Generation Packages designed around your business needs

Pension advice leads from £120 no vat.

Pension leads direct into your inbox or qualified appointments placed directly into your calendars.

Search based high intent pension leads with a strong ROI.

Increase your FUM and referral base with more long term customers.

No long term tie in or time locked contracts.


Enquire about your financial advisor lead package now!


Don't Just Take Our Word For It


Testimonials

"Across two IFA businesses we have taken leads from Professional Leads. Their engagement with our end-to-end processes and working with us on improvements has been really valuable, making them a key function in the generation of new business."

Matthew Godly, Financial Adviser

"For over three years I have purchased leads from various sources. Of all the lead generation companies I have experienced Professional Leads continue to provide the best service experience. Any feedback I provide on individual leads is trusted and acted upon fairly by the firm resulting in good value for money. The people at the firm are always helpful and easy to speak with. I would have no hesitation in recommending Professional Leads."

Paul Brown, Financial Adviser

“A fantastic company. I've been using Professional Leads since the start of 2024 and having dealt with many other lead firms in the past, Professional leads certainly set the bar high. Exceptional on their service, and also their delivery. I'd highly recommend.”

Damien Gould, Financial Adviser


Contact Information

Leeds Office
0113 350 1615
Lencett House
45 Boroughgate
Otley
Leeds
LS21 1AG

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