Lead generation for the UK's Financial Services Industry
We’ve got a great reputation for providing customer acquisition. Although a long way to the peak, we have come a long way in financial services lead generation. We help our partners grow through proven and robust acquisition methods to provide you with high quality client introductions at the right time and in the right volume to achieve a maximum ROI.****
Huge wealth of data with over 320,000* interactions specifically to help you increase your conversion rates. 13,500 sales leads generated and 112 new mortgage clients generated for our partner clients every month in 2021**.
RMT Group (UK) Ltd, incorporated in 2013 is a private limited company based in the UK, managed by its founding shareholders. Our operations here are entirely focused on providing client reviews & marketing services for financial advisors through a subscription service.
Our primary focus is on supplying online leads to UK based Financial Advisor firms using Google Ads. Online leads are generated in the following areas of advice: Investment and Savings, Pensions and Retirement, Final Salary Pension Schemes, Retirement Income (annuities, drawdown), Inheritance Tax Planning, Insurance and Protection, Mortgage and Re-mortgage and Equity Release (min age 55).
2012: Established RMT Direct Leads
2013: Incorporated RMT Group (UK) Ltd
2013: Financial Advisor Direct website launched
2013: Book Now. Pay Later launched
2015: Incorporated RMT Group Limited (Gibraltar)
2016: Employed eKomi - the independent review site
2018: Office opened in Luton
2020: Regulated Advice first advisor added to platform
2020: RMT Group quits appointment setting after 7 years. (7,464 appointments generated between 2013 to February 2020)
2020: Record year with Financial Advisor Direct recording 80,000*** online interactions across the UK
2021: Realtime delivery of leads service offered via email, text and RMT Group web portal
2022: First lead routed through the Auction Room
"I have taken pension appointments from RMT over the last 2 years and have found their appointments excellent. I have 28 years experience as a financial adviser and can categorically state that I have a 99% conversation rate(yes it is 99% I am very good at my job) and average income per appointment in excess of £2,500 which also includes other types of business transacted with the client. There may be times when the appointment does not happen with clients cancelling the appointment for whatever reason but RMT are diligent in reappointing. Keep up the good work and look forward to more profitable appointment now and in the future. If anyone who wants to use RMT please contact me if you want to verify or discuss."
Peter C. Sykes - Financial Advisor - Yorkshire. April 2016 to March 2019.
We offer two models for lead generation
Whether you are looking for a straight forward lead supply agreement or a more advanced subscription based model that utilises advisor listings, we have both covered.
Our clients are based in the UK and include both small independent firms and large restricted financial advisor firms as well as specialised equity release and mortgage brokers.
How do we work?
We are a specialised financial services customer acquisition firm based in Luton, focusing primarily on financial advisor firms.
Register your details on rmtdirect.com or call 020 3468 4215. We just require your contact details, your operating postcodes and the name of the firm you work for.
We offer two lead generation routes, via Financial Advisor Direct or Regulated Advice. A consultation will determine, based on your requirements which route is best for your needs.
Depending on which route you choose, an online or PDF profile will be created and approved.
The registered office of RMT Group (UK) Ltd is at 5th Floor 22 Eastcheap, London EC3M 1EU, with registered company number 08452090.
CONTACT: RMT Group, Suite 1, Crystal House, New Bedford Road, Luton, LU1 1HS.
Telephone 020 3468 4215.
NOTE: All figures quoted in the website refers to the past and that past performance is not a reliable indicator of future performance. All testimonials are fully accurate and have not been amended.
The financial promotion was produced internally by RMT Group (UK) Ltd. The financial promotion will only be distributed within the United Kingdom. The financial promotion is not for a registered fund. Details of how the communications will be distributed are as follows: The financial promotion is available via search engines and to the general public. Only authorised financial advisors are permitted to engage with the promotion. Retail clients are prohibited from engaging with the promotion. RMT Group (UK) Ltd is not authorised or regulated by the FCA.
RSK WARNING: The client's capital is at risk as RMT Group (UK) Ltd cannot guarantee any business written within a small timeframe such as an initial trial.
* September 2016 to September 2022. Google Ads interactions data.
** Based on a conversion rate of 11.25%. This was measured between October 2019 to October 2020, from a sample of 609
This was reported by Sterling Capital Group Ltd - Ashlee Reid that 4 to 5 per 40 usually convert giving a 11.25% conversion rate.
*** Recorded from Google Ads.
**** Financial advisor leads (South England) - Sample 2045 - 27% referral rate - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.
NOTE: The referral rate refers to a second call or meeting.
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