Call us on020 3468 4215Lines are open Mon-Fri: 9AM-12PM, 1-5:30PM

Lead Generation for the UK's Financial Services Sector (Est. 2013)

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


A consistently good lead provider, fair fees and a personable good service.

Google Review


Having been associated with the RMT Group for over 6 years, I have always found their staff and senior officers to operate in a highly professional manner. Their business model, which has been used successfully throughout my association with RMT, means that only FCA regulated financial advisors provide financial advice to the public. In my opinion, this has always underlined the Group's honesty and integrity, as it provides security and peace of mind in an area of great sensitivity. Charlotte Till and Ryan Mellor continue to develop and motivate their team of highly-trained, dedicated and professional individuals, to the highest possible standards and as a retired financial advisor, I personally would have no hesitation in recommending the comprehensive services provide by the RMT Group.

Google Review


Have been using RMT since 2015. I found them very professional and it is a good way of generating new clients.

Google Review


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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


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

Keith Roseburgh - Director - Keith Roseburgh Financial - Edinburgh - IFA Appointments / Pension Appointments


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


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


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments

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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


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 - IFA Appointments / Pension Appointments


Lead Performance

June 2020 - Mortgage Advice Leads (SCOTLAND) - Sample 152 (February 2020 -todate), 10 rejected. 46 cases submitted. Potential 30% conversion rate.

June 2020 - Mortgage Advice Leads (UK Wide) - Sample 92 (April 2020 -todate), 5 rejected. 13 conversions. 15% conversion rate.

June 2020 - Mortgage Advisor Leads (NATIONWIDE) - Sample 60 (May - June) - 1 rejected. 7 conversions. 12% conversion rate rate. Spent £1620. Fees (not including life) £4,200.

June 2020 Financial Advisor Leads (WEST MIDLANDS) - Sample 30 (April - May) - 0 rejected. 6 conversions. 20% conversion rate rate.

March 2020 Financial Advisor Leads (SE) - Sample 140 (Jan - March) - 19 rejected. 21+ conversions. 15-20% conversion rate rate. £300,000 average portfolio size.

January 2020 Mortgage Advice Leads (UK Wide) - Sample 91 (January), 0 rejected. 91 sample. Projected 20% to 40% conversion rate.

November 2019 Financial Advisor Leads (MK, SG) - Sample 7 (November) - 0 rejected. 2 referred for appointment or second call. 33% referral rate. £200,000 average portfolio size. One converted.

October to November 2019 Mortgage Advice Leads (UK Wide) - Sample 52 - 26 referred. 52% referral rate. Projected 15%+ conversion rate.

June to October 2019 Equity Release Leads (UK Wide) - Sample 55 - 7 rejected. 15 converted. 27.5% conversion rate.

October 2019 Mortgage Advice Leads (UK Wide) - Sample 16 - 3 rejected. 5 no answer, 5 went no further. 3 went to an appointment. 23% referral rate.

March to October 2019 Financial Health Check Appointments (CV, LE & NN) - Sample 27 - 1 rejected. 75% conversion rate. £75,000 average pension fund size.

August/September 2019 Financial Advisor Leads (SE, London) - Sample 21 - 1 rejected. 10 referred for appointment or second call. 50% referral rate.

August 2019 Financial Advisor Leads (NW, Yorkshire, SE, East of England, London) - Sample 91 - 11 rejected. 32 referred for appointment or second call. 40% referral rate.

July 2019 Financial Advisor Leads (NW, Yorkshire, SE, East of England, London)- Sample 112 - 15 rejected. 50 referred for appointment or second call. 52% referral rate.

May 2019 Financial Advisor Leads (East of England, SE, London, SW) - Sample 91 - 15 rejected. 21 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

April 2019 Financial Advisor Leads (East of England, SE, London, SW) - Sample 38 - 2 rejected. 9 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.


Our 2020

There’s no avoiding the elephant in the room: the first half of 2020 has been extremely tough for everyone. Despite the grief, isolation and restriction experienced around the world, life goes on – and RMT Direct Leads is no exception. From fair wells to exciting new products, we’ll take you through what we’ve been up to over the last few months.

1) Covid-19 In the face of hardship and uncertainty, our teams in Spain and the UK have been working even harder to make sure that RMT Direct Leads continues to operate as normal for you. In May, we reported that Google Ad impressions returned back to normal for the first time since the start of the crisis.

2) Rebrand IFA Direct Home a website we have been operating since 2013 was rebranded Financial Advisor Direct in February. The goal of the rebrand was to appeal to both independent and restricted advisors alike, rather than a focus on independent advice.

3) Auction Room Customers in England will soon be able to download the Regulated Advice app. The app will allow users to bid in real-time for telephone qualified leads in their postcode based on the area of advice and the size of their investment portfolio. So far, we have over 150 financial advisors interested. The app will be FREE to download with no monthly subscription fee.

4) Good bye After booking 7,509 appointments with an estimated £339 million worth of funds under management, after 7 years we say good bye to our financial advisor appointment making service. Due to the pension cold call ban, GDPR and now Covid-19 we have decided finally to quit this space and instead focus on digital marketing.

Ryan Mellor
Sales Director

Enquiry Form

Your information will be used to contact you about the services we provide, through the contact methods you select above. Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you. *These fields are required for the form to be submitted.