Quality leads for financial advisers

Unbiased provides one of the UK’s most effective lead generation services for IFAs and whole-of-market financial advisers. What’s more, our exclusive lead generation service forms just one small part of a comprehensive platform for attracting, nurturing and converting leads into the customers you need.

Read on to find out how we help you find the right clients for your business with one simple, affordable plan, whether you’re a nationwide firm or a solo adviser.
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Key benefits

High lead volumes

The Unbiased site has more than 3m visitors per year.

Customised client enquiries

Set your criteria and we'll send you enquiries from the clients you want.

Receive new clients local to you

With a high ranking profile, potential clients can use our directory to find advisers near to them.

Preview leads before accepting or rejecting

See all relevant details of a lead before choosing to buy it.

Set minimum asset levels

Restrict your leads to businesses/individuals above a certain size/wealth level

Manage all your leads from one dashboard

Nurture clients from first contact to conversion with our pipeline Kanban.

Market-leading lead generation for IFAs

Over 27,000 professionals use Unbiased to grow their business via our lead generation and supporting services. With more than three million consumers visiting our site every year, Unbiased is the site of choice for people seeking professional advice, information and financial planning tools.

With Unbiased, you can:
Receive enquiries directly from people who view your profile on our directory
Receive further enquiries matched to you based on suitability
Set your own criteria for your preferred types of clients
Specify minimum client asset levels
Source leads from multiple locations nationwide
Preview every lead and choose to accept or reject it
Manage your active leads through to conversion and beyond from one simple dashboard
Unbiased is also a trusted brand, having built a reputation over more than 20 years helping consumers find advisers they can trust.

How our financial adviser lead generation works

With an Unbiased plan, you can obtain leads in two ways:
Directly from potential clients who view your profile on Unbiased
Via our automated matching service
With auto matching, a customer will enter a few details about the kind of advice they need, their financial circumstances, and their location. If these fall within your preferred criteria and you are a good fit for their needs, the enquiry may appear in your inbox. To turn the enquiry into a lead, you simply accept it and purchase it (enquiries cost £52+VAT each).

Here’s how leads appear in your profile:

On our most popular plans you can add multiple locations to your profile. This means you will:
Be found in directory searches in those locations
Receive matched enquiries from potential customers in those locations

Tools to help you convert and manage your leads

An Unbiased plan includes powerful business management tools to help with lead nurturing, so you can turn enquiries into new customers. You can:
Sort enquiries by category (e.g. New, Accepted, Rejected)
Keep track of all messaging related to each lead
Attach notes on each lead, to keep key info where you need it
Set yourself email reminders (e.g. for follow-up actions)
Search and filter on enquiries
Customise your Unbiased profile to stand out in our listings
Advertise special offers (e.g. a free financial review) to attract customers
Set up different advice options (e.g. face-to-face or remote)
Display client testimonials
You’ll also receive ongoing support from our team

How much do financial adviser leads cost?

All our plans offer our end to end solution from as little as
£302 +VAT
Per month for our Standard plan.
Our enquiries are priced from
£52 +VAT
There is no obligation to purchase any lead.
We have a range of plans to suit your growth ambitions, check out our full list of plans and features to discover the best plan for your business.

The types of financial adviser leads you can receive

You can receive every kind of financial advice enquiry via Unbiased. Here are some typical examples:

Pension & retirement planning leads

Customers at or near retirement who want to access pension pots via annuities, drawdown, lump sums or other methods, and who want advice on the best income strategies and products.

Pension transfer leads

Customers with defined benefit workplace pensions who want advice on transferring, including those with pension transfer values over £30,000 who by law need financial advice in order to transfer.

Pension review leads

Customers at any life stage who want general pension advice, in order maximise their options later on. These enquiries can be a good source of ongoing custom and can lead to further work for this customer.

Pension consolidation leads

Combining pension pots is something we encourage our users to investigate, urging them to take advice to find out if this decision is right for them.

SIPP leads

A significant number of self-employed and high net-worth individuals consult our site, meaning that setting up personal pensions is a high priority for many of our visitors.

Investment leads

We recommend independent financial advice for those who visit Unbiased to read our many tips on investment strategies.

Insurance & protection leads

We talk to consumers a great deal about the importance of good life insurance, critical illness cover and income protection, generating significant enquiry volume in this area.

Additional features to grow your business

There are many other features of an Unbiased plan that will help you build your business, including:
Set your criteria to receive the clients you want
Receive enquiries pre-filtered to match your preferences
Increase your brand exposure with a profile promoted in additional locations
Manage your entire client base with pipeline monitoring and conversion software
Advanced analytics and insights to track and improve sales performance

Find out more

Enter your details and one of our experts will be in touch to discuss how Unbiased can help your business grow.

Find out more

How will I receive my IFA leads?
Is there a limit to the number of leads I can buy?
What information will I get about a lead before buying it?