This North West IFA had been buying shared leads from two different providers for over a year. The experience was consistently poor – leads were shared between three or four advisers, contact details were often wrong, and the prospects frequently had assets well below the firm’s minimum threshold. The adviser estimated he was converting fewer than 5% of purchased leads into clients.
Client Type | Independent Financial Adviser (IFA) |
Location | North West England |
Services Delivered | Google PPC, Meta ads, funnel design, CRM automation, lead qualification |
Monthly Ad Spend | £2,000 |
Campaign Duration | 6 months |
This North West IFA had been buying shared leads from two different providers for over a year. The experience was consistently poor – leads were shared between three or four advisers, contact details were often wrong, and the prospects frequently had assets well below the firm’s minimum threshold. The adviser estimated he was converting fewer than 5% of purchased leads into clients.
He wanted exclusive, qualified pension and retirement leads from people genuinely looking for advice, not tyre-kickers scraped from a generic comparison site.
METRIC | RESULT |
Total leads generated (6 months) | 112 |
A & B grade leads | 74 (66%) |
Average cost per qualified lead | £89 |
Leads converted to clients | 18 |
Average client asset value | £210,000 |
Estimated initial advice fees | £75,600 |
Estimated ongoing annual fees | £28,350 |
Return on total investment | 4.8x (initial fees only) |
“The difference between these leads and what I was getting before is night and day. Every lead is exclusive, they’ve already told me what they need, and most of them actually have assets worth advising on. I’ve cancelled both my other lead providers.” – IFA Principal
