Financial advisor lead generation
Financial advisor lead generation & appointment setting
GAP GNX generates exclusive, pre-qualified financial advisor leads and books them into genuine appointments — so your advisers speak to people who actually need advice. Pay per qualified appointment, no long-term contract.
The problem
Most advisor leads waste your team's time
Unfiltered leads, recycled data and no-shows cost advisers time and credibility. The bottleneck isn't volume — it's intent, suitability and readiness.
The solution
Lead generation that ends in booked appointments
GAP GNX combines targeted campaigns with real, human qualification to turn demand into exclusive, appointment-ready introductions for your firm.
How our advisor lead generation works
From campaign to booked appointment
Every enquiry is reviewed by a real person for intent and suitability, then booked into your diary — exclusive to one adviser and introduced going forward, never a cold call.
Targeted campaigns
We run pension, retirement and wealth campaigns to reach people actively seeking financial advice.
Human-qualified, AI-assisted
Every enquiry is qualified by a real person for intent and suitability — with the latest AI helping us work efficiently and at scale.
Booked appointments
We set the appointment on your behalf, complete with client requirements and estimated values.
Exclusive to you
Every lead and appointment goes to a single adviser or firm — never shared.
Pay per appointment
Pay for qualified appointments that meet your criteria, with no long-term contract.
UK & FCA-aware
We work with UK-regulated advice firms and verify your FCA authorisation before we start.
Financial advisor leads we generate
Appointment setting services for financial advisors, wealth managers and IFAs.
Pension & retirement leads
People seeking pension consolidation, transfers, retirement income and tracing.
Investment & wealth leads
Clients looking for investment, wealth management and inheritance planning.
Annuity & later-life leads
Enquiries around annuities and later-life financial planning.
Appointment setting
We book the appointment for you — warm, expected and exclusive.
Start generating appointments
Get exclusive, qualified financial advisor leads
Tell us your targets and we'll show you how a pay-per-appointment model would work for your firm.
Frequently asked questions
What is financial advisor lead generation?
Financial advisor lead generation is the process of attracting people who need financial advice and qualifying them into booked appointments. GAP GNX runs the campaigns, qualifies each enquiry by phone, and delivers exclusive, appointment-ready introductions to your firm.
How are the advisor leads qualified?
Every lead is reviewed by a real person for intent, suitability and readiness, and each enquiry is generated via a recorded qualification call — so appointments are warm, expected and exclusive to one adviser.
Do you offer pay-per-appointment lead generation?
Yes. GAP GNX typically works on a pay-per-qualified-appointment basis with no long-term contract, so you only pay for booked appointments that meet your criteria.
Is this for UK financial advisers?
Yes. GAP GNX generates leads and appointments for UK-regulated financial advice firms, and verifies each firm’s FCA authorisation before working together.