What does Lead Supplier do for financial advisers?

Lead Supplier generates UK consumer advice enquiries in-house, screens them against the adviser's written criteria, and delivers each enquiry to a single adviser in real time via SMS and CRM webhook, on a pay-per-lead basis.

Are adviser leads exclusive?

Yes. Every enquiry is sold to one adviser only. Leads are never shared, resold or syndicated to other firms.

What information is included in each adviser lead?

Full name, phone number, email address, advice required, pension or investment value, amount available to invest, primary objective and employment status, plus area-specific fields for pensions, investments, mortgages, protection and equity release.

Are the enquiries compliant with UK data and marketing rules?

Yes. Every enquiry is captured on Lead Supplier's own landing pages with GDPR and PECR compliant marketing consent. No purchased data lists, no cold outreach. Lead Supplier is not FCA-regulated and does not give financial advice; it provides opted-in marketing enquiries to regulated firms.

How quickly are adviser leads delivered?

Under 60 seconds from form submission, via Twilio SMS, a structured webhook into the adviser's CRM, and a backup email.

Pay-Per-Lead · UK Financial Advice

Exclusive advice enquiries, delivered in real time.

We run our own UK advice campaigns, qualify every consumer against your written criteria and send each enquiry to exactly one adviser: you. No shared data, no aggregator feeds, no retainer.

Book a call See the process

answer rate: 97%; answer rate
lead to client: 28%; lead to client
delivery time: <60s; delivery time

Lead journey · live loopStage 01

1
Marketing source
Meta ad → landing page
UK consumer submits an advice enquiry with full consent
2
Lead Distribution System
Screening · routing engine
3
Adviser CRM
Twilio SMS + webhook · < 60s
4
Fact-find & advice
Meeting booked
5
Client onboarded
Advice delivered · fees begin

One lead. One adviser. End to end.

Source → Client in days

Answer rate

97%

Panel results, updated monthly

What advisers on our panel are seeing.

These figures come from our live adviser panel across pensions, investments, mortgages, protection and equity release. They are updated monthly and they define the bar we hold every campaign to.

97%

answer rate when the adviser calls within minutes

28%

of delivered leads convert to an advice client

<60s

from form submission to lead in your CRM

1:1

every enquiry goes to one adviser, ever

The data points

What's in every lead.

Every adviser lead carries the same eight core data points, so your team knows exactly what they are picking up before they dial. Each advice area adds its own qualifying fields on top.

Full name

First and last name of the enquirer

Phone number

Verified UK mobile or landline

Email address

Validated and deliverable

Advice required

Pension, investment, mortgage, protection or equity release

Pension / investment value

Banded value of existing pots or portfolio

Amount available to invest

Lump sum or monthly contribution

Primary objective

What they want advice to achieve

Employment status

Employed, self-employed or retired

Why demand outstrips supply

The advice gap is documented, and it is widening.

This is not our claim. It is the regulator's own data. The FCA's Financial Lives 2024 survey found that fewer than one in eleven UK adults received regulated financial advice in the previous twelve months, while millions more hold pensions and savings without any professional guidance at all.

The FCA's own policy programme, the Advice Guidance Boundary Review and its targeted support proposals, exists precisely because the regulator believes millions of consumers need more help with pensions and investments than the market currently provides. The demand is real. The bottleneck is connecting those consumers to a qualified adviser quickly.

And speed matters. Harvard Business Review's audit of 2,241 firms found an average lead response time of 42 hours, with nearly a quarter of companies never responding at all. Firms that made contact within the first hour were around seven times more likely to qualify the lead. It is why every Lead Supplier enquiry is in your CRM in under 60 seconds, not a weekly spreadsheet.

<9%

of UK adults received regulated financial advice in the last 12 months

Source: FCA Financial Lives 2024

42 hrs

average company response time to a web enquiry; 23% never responded

Source: Harvard Business Review, The Short Life of Online Sales Leads

7×

more likely to qualify a lead when contact happens within the first hour

Source: Harvard Business Review, audit of 2,241 firms

Millions

of consumers could get more help with pensions and investments under the FCA's targeted support reforms

Source: FCA Advice Guidance Boundary Review

Advice areas

Four areas. Each with its own criteria.

The fields we capture and the filters we apply change by advice area, because a pension consolidation enquiry and an equity release enquiry are qualified in completely different ways.

Pensions & retirement

Consumers approaching or entering retirement: consolidation, drawdown and retirement income advice. Screened on pot value, timeline and objective.

Investments & wealth

Savers with money to invest who want a portfolio, an ISA strategy or inheritance tax planning. Screened on investible assets and intent.

Mortgages & protection

Purchase, remortgage and protection enquiries with property value, loan amount and deposit captured up front. Whole-of-market and tied both served.

Equity release

Homeowners aged 55 and over exploring later-life lending. Age, property value and outstanding mortgage verified before delivery.

Compliance & consent

Built for a regulated industry.

Every enquiry is captured on our own landing pages with explicit, recorded GDPR and PECR marketing consent. We never buy data lists and we never cold-call on your behalf.
Lead Supplier is a marketing business, not an advice firm. We are not FCA-regulated, we do not give financial advice, and we never contact the consumer after the handover. The advice relationship is entirely yours.
Defined benefit pension transfer enquiries are excluded from campaigns by default. If your firm wants them and holds the relevant permissions, we can scope that separately.
Wrong numbers, duplicates and off-criteria leads flagged within 72 hours are replaced free of charge.

We're not for everyone.

If you want to buy a spreadsheet of ten thousand names and dialler your way through it, we are the wrong supplier. If you want to share leads with three other firms and win on speed alone, we are the wrong supplier. If you cannot call an enquiry back within the hour, the economics will not work for you.

If you are a regulated adviser who answers the phone, runs a proper fact-find and wants a predictable flow of opted-in consumers asking for advice, that is exactly who we build for.

Ready when you are

Tell us who you advise. We'll come back with a funnel and a price.

Book a scoping call→