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RMT Direct Leads - Lead Generation for the UK’s Financial Advisors

Established in 2012, our websites attracts over 85,000 visits each year and we generate 14,000 financial advisor and mortgage leads annually using targeted and geographical marketing.

We create engaging and high-performance websites and campaigns in order to attract you potential clients for your business.

We’re always improving the customer experience, building on established digital marketing channels and creating new experiences for everyone.

We will be back!! We got some good business from it as some feed back. I just need the team back in the office to justify spending the money. We trailed 3 companies and your leads were the best.

Steve Urry – Forge Financial - Scunthorpe - Mortgage Leads

Professionalism, Quality, Value

Martin Goldwater - Goldwater Mortgage And Protection Advice Ltd - Hertfordshire - Mortgage Leads

Good number of leads at good prices

Andrew Nicholas - Portal Wealth Management - Liverpool - Mortgage Leads

Great service, never an issue with volume and always deliver on time, RMT have helped my grow my business for the last 10 months and they have been great at assisting my needs, highly recommended!!!

Ashlee Reid - Mortgage Advisor - Essex - Mortgage Leads

The online leads have been good and compare well with what is out there. The problem I have with leads is that I am very good at getting appointments and then business. The ones I have done so far I would say I should get a 30% success rate at least.

Charles Rollo - One Wealth Management - Glasgow - IFA Leads / Pension Leads

Worked with RMT Group for 5 months now, find then to be a straight talking company that play by the rules. I'm converting around 27.5% of the leads I receive from them. Would like more leads from them and hope to have a long term relationship.

Gary Howes - Director - Steel River Financial Ltd - Middlesbrough - Equity Release Leads

My experience with RMT has been very positive with a combination of excellent service from all the team and high quality online leads sent to me, reliably and regularly allowing me to focus on building client relationships.

Robert Rose - Partner / Principle - Rose Associates Financial Planning - Essex - IFA Leads / Pension Leads

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 £2500 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

I have been working with RMT Group for some time, they are an integral part of my business and consistently provide me with good quality leads. Recently a client has praised Ann for her excellent telephone manner and communication skills and I wish to continue to benefit from a long term relationship.

Peter Shepherd - Stockwell & Bentley Associates - Middlesex

Provided good level of service and easy to fix any issues.

Keith Roseburgh - Director - Keith Roseburgh Financial - Edinburgh

We are finding your company is excellent to work with so are keen to continue, naturally!

Chris Bennett - Marketing & Development Director - Ashwood Law Wealth Management - Leicestershire

RMT Direct Leads provides a professional service that is thorough for both the client and myself. The actual appointment making is second to none for booking and follow-up.

David Rogers - Cheshire Wealth Partnership - Cheshire

Excellent service and way ahead of competitors, client feedback is very positive. Please do not let the standards drop.

Chandan Hinduja - True Potential Wealth Management - Middlesex

I use RMT Direct Leads for pension leads in my area, the calls are of good quality and the feedback regarding the sales staff is very positive. I have increased my income since using their services. I highly recommend them.

Mark Horner DipPFS - Estate Asset Management - South Wales

What I like is the low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey. Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address.

Imran Ashraf - Wealth Management Consultant - Guildford

The quality of notes is great. Very accurate and it is evident that the appointment maker is having good conversations with the prospect.

Vinny Lall - The Chambers Partnership - Macclesfield

Its the wheel of fortune with your services, some you win some you lose. But you have to average it all out in the end and then it makes sense.

Richard Paylor - HIA International - Bedford

Since I began taking appointments from RMT in 2014, I have had a steady supply of appointments relating mainly to pension reviews. Overall, I have been very happy with the quality of these appointments and they have been invaluable in helping to build up my client bank over the past year. Whilst the size of the pension pots vary considerably, I would say that on average, I generate around £10,000 to £15,000 worth of fees per 10 appointments (costing around £3,500). With my last 10 appointments, I expect to write business generating something in the region of £13,000 in initial fees and many of these clients will go on to become long term clients, paying on-going advice fees.

Graham Thompson - Huntington Ross - York

We worked with RMT Direct Leads for almost 2 years and were always happy with their professional, organised and fair approach to pension lead generation. The area-specific appointment leads are well qualified and clients were informed and engaged from outset. Client cancellations were flagged in good time avoiding wasted trips for our advisers and the teams are a pleasure to deal with on a day-to-day basis.

Chris Simpson - CIB Retirement Solutions - Kent

I have been using RMT for over a year and what I like about the service is the qualification process where most final salary schemes, occupational schemes and low fund values are vetted out so you do not have many wasted trips compared to other lead companies I have used. This service has increased my overall income and allowed me to focus on giving advice.

Denny Holland - Charles Derby - Suffolk

A colleague of mine (Alex Palmer) has been using your companies services for the past couple of weeks and has spoken very highly of the level of professionalism you and the company have provide so far. As a result I would be very interested in opening up a campaign of my own which would include an initial order of 6 appointments much like Alex.

Raffaele Castaldo - Moorland Mayfair Wealth Management - Cardiff

I wanted to give feedback clients comments regarding contact.

Client has had previous dealings with many lead generation companies and said the person he spoke too was one of the best he’d come across. He was impressed with his communication skills around the process and punctuality of call backs that the client needed to arrange.

Client said it was a pleasure to receive a cold call from someone who spoke well and was very professional.

If you could pass on these comments and my thanks as client has over £xxxk in pensions to review.

Christopher Crompton DipFA - Wealth Management Advisor - Manchester

My name is James Paul and I have worked alongside RMT since October 2014. Back then I had only recently started out as an IFA and I was eager to grow my business quickly. I did not really have the time to wait for my relationships with other industry professionals to start showing some fruit by means of them referring their clients to me. I wanted to see clients as soon as possible. I found out about them online after I had become frustrated dealing with other companies that did the same thing. I did not want to rely on one company to book appointments for me because I could end up not seeing any one if they weren’t any good. The difference is most of the other companies made me pay for the appointments up front, only for them to cancel and leave me out of pocket while they promise to replace it. This would go on for weeks at a time. After a while, I found that not only were RMT good at book appointments, and filling my diary, the feedback I would get about their staff from the prospects was that they were always professional, I have made it work for me so that I have only been using RMTs appointment booking service over the past few years.

Since October 2014 I have spent just over £40,000 with RTM in them helping me to grow my business and acquire new clients.

Since I started with them I have made just under £130,000 from just adviser fees alone and I have made some great new relations with new clients that add value to my business.

I would again, and have done in the past, recommended them to other advisers who have been wanting to grow their business.

I have enjoyed my journey with RMT and I genuinely thank them for being consistent in booking appointments for me over the years, and for their professionalism in dealing with nervous prospects.

James Paul - Wealth Manager - West Midlands

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