Industries · Legal and financial
Exclusive leads for financial advisers
Stop buying shared leads. Your own campaigns bring pension, retirement and investment enquiries that come only to you, graded and followed up in minutes.
Where do financial advisers get good leads?
The best leads come from campaigns the adviser owns: Google Ads for people searching for advice, Meta ads for people approaching a life event such as retirement, and a website that ranks and gets recommended by AI tools. Lead Gems builds these for UK advisers and wealth managers, grades every lead and follows up within minutes, so nothing is shared with other firms.
The demand
What your clients search for every month.
Strong, steady demand at a high cost per click. Shared lead suppliers sell the same person to several firms; your own campaigns do not.
UK Google Ads data via DataForSEO, October 2026. Cost per click is the average advertisers paid.
The problem
Where financial advisers lose clients.
We see the same gaps again and again. Each one is fixable, and most cost more than the marketing that fixes them.
Shared leads
Bought leads go to three or four firms at once, so the fastest caller wins and margins disappear.
Cheap leads that never answer
One-tap forms bring volume, but few people pick up the phone.
Referral dependence
Introducers and accountants send work in waves, so the pipeline is never steady.
Compliance worries
Many agencies do not understand financial promotion rules, so advisers avoid advertising altogether.
What works
The services that work for financial advisers.
We start with the one or two that fix your biggest gap, then add the rest once those are paying back.
- Paid trafficPPC & Google Ads
Google Ads for people actively searching for advice and pension help.
→ - Paid trafficFacebook Ads & Paid Social
Meta ads for people nearing retirement, with qualifying questions on pension value and timescale.
→ - Follow upCRM & Automation
Automatic lead grading, so the best leads get a call within minutes.
→ - Follow upEmail Marketing
Follow-up for people who are not ready yet, so they come back to you when they are.
→ - Get foundAEO & GEO
Get named when people ask ChatGPT for a financial adviser in their area.
→
Marketing inside FCA rules
Financial promotions must be fair, clear and not misleading, and the Consumer Duty expects firms to put good customer outcomes first.
We write every advert and landing page with those rules in mind, include the risk warnings your compliance team requires, and never publish anything they have not approved.
Results
Results for financial advisers like you.
Every figure comes from a real client account and is tracked to the enquiry.
Replace shared leads with your own pipeline.
Tell us where your clients come from now and the work you want more of. A specialist will come back with what your own campaigns could bring in.
Questions
Financial advisers marketing questions, answered.
Should financial advisers buy leads?
Shared leads rarely pay back, because the same person is sold to several firms. Your own campaigns cost more to set up but bring exclusive enquiries, and over a few months usually give a far lower cost per client.
How much does Google Ads cost for financial advisers?
In the UK, a click for "financial adviser" averages around £18 and "wealth management" around £24. Lead grading and fast follow-up are what turn that cost into clients.
Do Facebook ads work for financial advisers?
Yes, when the form asks the right questions. A North West adviser we work with replaced shared leads with a two-stage Google and Meta funnel and won 18 new clients with an average of £210,000 in assets.
Are your adverts FCA compliant?
We write them to meet the financial promotion rules and Consumer Duty, and nothing goes live until your compliance team has approved it.
Can we register interest in your lead brands?
Yes. Lead Gems also runs its own lead generation brands for financial advice, with exclusive leads by territory. You can register your interest on our website.
Still have a question? Call 020 4652 1887 or send us a message.
From our insights
Guides for financial advisers.
Practical answers from the specialists who run these campaigns every day.
More in legal and financial
Replace shared leads with your own pipeline.
Tell us where your clients come from now and the work you want more of. A specialist will come back with what your own campaigns could bring in.
Or send a quick message