investment & wealth leads
Exclusive UK enquiries from savers with money to invest: portfolios, ISA strategies and inheritance tax planning. Screened on investible assets and intent, delivered to one adviser in real time.
Built for how advisers actually work.
The FCA's Financial Lives research is blunt about the gap: millions of UK adults hold meaningful savings and investments without any regulated advice. That is the audience our campaigns speak to directly, people who know their money should be working harder and want a professional to tell them how.
Investment enquiries fail in two places: vague intent and misrepresented assets. Our forms pin both down before delivery. Every lead states what the consumer wants to achieve, the banded value of what they already hold and what they have available to commit now, so your first conversation starts from facts rather than discovery.
Every lead includes
Full name
First and last name of the enquirer
Phone number
Verified UK mobile or landline
Email address
Validated and deliverable
Advice required
Portfolio, ISA, general investment or IHT planning
Pension / investment value
Banded value of existing holdings
Amount available to invest
Lump sum or monthly contribution ready now
Primary objective
Growth, income, tax efficiency or estate planning
Employment status
Employed, self-employed or retired
You set the criteria.
Criteria are agreed in writing before the first campaign pound is spent. If an enquiry lands outside them, it is replaced, not argued about.
Book a callInvestible assets
Minimum set by you, £25,000 by default
Objective
Growth, income, tax wrapper or inheritance tax planning
Existing holdings
Whether they already invest, and roughly where
Residency
UK residents only, verified at capture
