Business Details
9 Years
experience
Your Trusted Financial Lead Partner in York
Established in 2017, Performance Leads has become a trusted partner for financial advisors seeking high-quality client acquisition solutions. Our team combines over 50 years of collective experience in performance marketing with cutting-edge technology to deliver real-time, high-intent web leads directly to our partners. Specialising exclusively in the financial services sector, we leverage proprietary algorithms and data analytics to ensure precise matching between consumers and advisors. Our commitment to compliance is demonstrated through FCA and GDPR adherence, alongside Google-approved consumer sites. We prioritise long-term relationships over short-term gains, offering flexible 24-hour rolling contracts and personalised support through one-to-one Zoom sessions. With a proven track record of delivering measurable ROI, we've connected over 150,000 consumers with FCA-approved advisors since inception. Our dedicated client support team provides continuous improvement through network feedback mechanisms and regular performance reviews. Headquartered in York, we serve partners nationwide while maintaining the agility to adapt to individual business needs through customised criteria specifications.
Services
Financial Lead Generation
Paid Search Leads
Customer Acquisition
ROI Optimisation
GDPR Compliance Services
Details
- Year established: 2017
Highlights and features
- 17 years of specialist experience in financial services lead generation
- Real-time lead delivery with immediate SMS and email notifications
- Fully compliant with FCA and GDPR regulations
- Flexible 24-hour rolling contracts with no long-term commitments
- Proven ROI demonstrated through client case studies
Associations and certifications
- Information Commissioner's Office
- Financial Conduct Authority
What people say
Quality of the leads
Best in results
Changed my life
Straight talking and fair
Improved our results
Services
Financial Lead Generation
Our financial lead generation service connects advisors with high-intent clients through real-time web search data. Using proprietary algorithms and Google-approved platforms, we deliver qualified leads directly to your inbox and mobile device. The service includes custom filtering options and immediate delivery notifications to ensure timely follow-up opportunities.
Paid Search Leads
Specialist paid search lead generation focuses on capturing consumers actively searching for financial advice. Our campaigns utilise Google and Bing platforms with FCA-compliant targeting to ensure quality matches. Partners receive detailed performance metrics and can adjust campaign parameters through our online portal for optimal results.
ROI Optimisation
Through continuous feedback loops and data analysis, we help maximise return on investment for our partners. Our team provides regular performance reviews, conversion rate optimisation suggestions, and market intelligence to improve lead conversion rates and long-term client retention for financial advisors.
GDPR Compliance Services
We ensure full compliance with GDPR regulations through rigorous data handling procedures and regular audits. Our systems include consumer verification processes and secure data transmission protocols to maintain regulatory compliance while protecting both advisors' and clients' information.
Partner Support
Comprehensive partner support includes dedicated account management, technical assistance, and performance consultations. Our team offers regular Zoom meetings, best practice guidance, and rapid response times for queries, ensuring partners maximise the value from their lead generation investment.
People
Ed Wilkinson
Founder
Co-founder with 17 years' experience in performance marketing, previously co-founded ClickAngel which became Vodafone's largest affiliate partner. Leads strategic development and maintains industry relationships.
Neil Ainsworth
Founder
Co-founder bringing extensive digital marketing expertise, having grown ClickAngel into a multi-national operation before establishing Performance Leads in 2017 to specialise in financial services.
Pete Yates
Head of Partnerships
With over 35 years' experience in client services and telephone handling, manages partner relationships and delivers training sessions to optimise lead conversion rates for financial advisors.
Questions
What is your notice period for stopping leads?
Our notice period is just 7 days, significantly shorter than industry averages, offering maximum flexibility for our partners.
How frequently do you invoice for services?
Invoices are processed weekly in arrears through direct debit mandate, ensuring transparent and regular billing cycles.
What lead replacement policies do you offer?
We replace leads with invalid contact details or where investible assets fall below £50k, ensuring quality standards are maintained.
Which enquiry types do you exclude from delivery?
We filter out pension-related enquiries for mortgage, debt, or equity release cases to ensure relevant lead matching for advisors.
How do you ensure lead quality?
Through FCA-compliant verification processes, Google-approved consumer sites, and proprietary algorithms that match consumer intent with advisor specialisms.
Can I customise lead delivery parameters?
Yes, our online portal allows partners to specify criteria and adjust delivery volumes to match their business requirements.
Reviews (2)
Daniela
Aug 08, 2022
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Excellent value for money & great service. I'm currently looking at an ROI of 400% on gross initial fees alone, plus significant ongoing income & onward referral opportunities
SJP Partner
Mar 11, 2022
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Taking the leads was the best business decision I've made .. I've had 22 leads so far & it looks like I wTaking the leads was the best business decision I've made .. I've had 22 leads so far & it looks like I will be doing business with 12 of them. Overall I am astonished at the quality of the leads .. thank you for all you're doing.