Lead Tech

Lead Tech: lead generation for FCA-regulated financial advisers

Lead Tech is a British company specialising in client acquisition for financial advice firms. Its activity consists of identifying consumers who need financial services and putting them in touch with advisers regulated by the Financial Conduct Authority (FCA). The company operates from its headquarters in Yeadon, near Leeds, and presents itself as one of the few lead generators with direct FCA authorisation.

Specialisation in pensions, annuities, investments and equity release

Lead Tech focuses its offering on four specific areas of financial advice: pensions, annuities, investments and equity release. Its model is based on understanding the specific needs of each consumer before referring them to the right adviser, which, according to the company, generates a steady stream of highly targeted business opportunities for its partners.

A three-phase onboarding process

The company structures its collaboration with advice firms in three steps. First, a discovery call to learn about the business, its aspirations and the challenges it faces. Then, a specialist team draws up a bespoke growth plan with forecasts and projections. Finally, the partner begins to receive consumer enquiries and gains access to a dashboard, Lead Tech Connect, from which they can manage leads and track their progress in real time.

Activity data and experience

According to information published by the company itself, Lead Tech exceeds 100,000 consumer enquiries annually and its consumer websites accumulated more than 4 million visits last year. The firm states 15 years of experience matching financial advisers with consumers and has over 100 years of combined marketing experience within its team.

Focus on regulatory compliance

Lead Tech emphasises its status as a company directly authorised by the FCA, with registration number 947409, for making arrangements with a view to delivery of regulated financial services. The company states that its internal processes are subject to strict rules designed to protect consumers and places them at the centre of its business model. This authorisation is unusual among lead generators in the sector.

Services for partners

The company offers financial advice firms access to potential clients, a tailored growth plan, reports and analysis through its platform, and a dedicated account manager. It also highlights its expertise in digital marketing and data science, as well as its links with platforms such as Google and Meta to reach potential clients at scale.

Publications and industry presence

Lead Tech maintains an insights section with articles on topics such as the comparison between in-house teams and lead generation services, the rise in demand for annuities, the Consumer Duty regulation and the use of data to attract high-calibre clients. The company also sponsored professional golfer Alex Harm, from Otley, according to one of its 2023 posts.

Location and contact

Airport West, 5 Lancaster Way, Yeadon LS19 7ZA · Phone: 01943 462551