We Help Financial Advisers Book More Meetings with the Right Clients

A complete, tailored, done-for-you system: lead magnets, funnels, nurture, and appointment booking.

Scalable
Solutions
Dedicated
Support
No Hidden
Fees

The Tools Behind Your Growth

From the first click to a confirmed appointment, we build the system that powers your growth.

Exclusive, branded funnels

No shared leads. Every enquiry comes through your firm’s name, branded landing pages, and compliant messaging.

Multi-channel, nurture automation

Email, SMS, and WhatsApp follow-ups ensure leads don’t go cold and appointments actually get booked.

Transparent Reporting Dashboard

Track every stage: leads captured, appointments booked, show-up rates, and ROI.

Our tried and tested formula

Our unique system of targeted ads, leads magnets, automated lead nurture and appointment setting generates consistent leads for our clients, without the stress.

Lead Magnets

Attract the Right Prospects

Lead magnets offer genuine value like insights, tools, or checklists, that naturally draw in people already interested in financial advice.

Build Trust From the First Click

By giving something useful upfront, you position your firm as an authority and start the relationship on a foundation of value.

Capture & Qualify Leads Effortlessly

Every download or quiz completion gives you contact details and insights, so your pipeline fills with warm, pre-qualified prospects.

Lead Nurturing

Turn Interest Into Action

Not every lead is ready to commit straight away. Nurture campaigns keep you front of mind until they are.

Educate & Build Authority

Regular emails, texts, and reminders share valuable insights, positioning you as the trusted expert.

Maximise Conversions Automatically

Automated follow-ups ensure no lead slips through the cracks so more enquiries turn into booked meetings.

How It Works

Our proven process makes client acquisition predictable and repeatable.

Attract

We design an irresistible scorecard or calculator and run targeted Meta ads to bring in qualified prospects.

Capture & Qualify

Prospects enter their details through a mobile-optimised funnel. Our system scores them based on assets, goals, and readiness.

Convert

Automated nurture campaigns warm them up and guide them to book a consultation directly into your diary.

What Our Customers Say

Trusted by financial professionals across the UK

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We’d relied on referrals for years, but they were unpredictable. Within two months of working with Lighthouse, we had a steady flow of new enquiries and they’re the right type of clients too.

James Patel
Director at South Coast Financial Planning
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I’d tried buying leads before and it was a waste of money. Lighthouse built us our own funnel, branded to our firm, and the quality difference has been night and day.

Sophie Williams
Independent Financial Adviser at Oakwood Wealth Management
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Compliance was always a worry when it came to marketing. Lighthouse understood the FCA requirements and built us a campaign that was safe, effective, and actually delivered results.

Imran Hussain
Chartered Financial Planner at Horizon Advice Group
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I’m a solo advisor, so time is precious. The automation Lighthouse set up means prospects book straight into my calendar — no more chasing. It’s freed me up to focus on clients.

Rachel Thompson
Principal Advisor at RT Advisory Services
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The transparency is what impressed me. We can see exactly what we’re spending, what’s working, and the ROI. It feels like having an in-house marketing team, without the overheads.

David McCarthy
Partner at McCarthy & Lewis Wealth Planning

What This Means for Your Business

Predictable Growth
Know exactly how many enquiries and meetings you can expect each month.
Time Saved
Stop chasing cold leads or relying on referrals Focus only on qualified prospects ready to talk.
Compliance & Trust
Every funnel is FCA-compliant and branded to your firm, building confidence from the first click.

Our pricing

Explore our flexible pricing plans tailored to meet your specific needs.
Choose the perfect option that aligns with your requirements and budget.

Initial Set Up
From
£2000
Ad campaign set up
Custom lead magnet creation
Branded landing pages designed for conversion
CRM, automation, and calendar booking setup
FCA-compliant copy and disclaimers
Get Started
Get Started
Monthly Retainer
From
£1500
p/m
Ongoing ad campaign management and optimisation.
Automated nurture flows (email, SMS, WhatsApp)
Transparent reporting dashboard with ROI tracking
Continuous improvement based on performance data
Start your free trail
Start your free trail
Ad spend
(paid direct to ad platform)
From
£750
100% of budget goes straight into platforms (no markup)
Flexible — scale up or down depending on demand
Typical starting point: £750–£1,500/month
Full visibility in your own ad account
Contact Sales
Contact Sales

Frequently Asked Questions (FAQ)

Get quick answers to common queries about our lead generation services with our FAQ section.

Need any help?
Need any help?

Get in touch

Contact us if you want to find our if we can help you

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Start generating a steady stream of exclsuive, qualified leads today!

Let us handle everything, and know that you're in safe hands.

Get Started
Get Started