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Financial planning leads

Get found at the top of search engines and get financial planning leads from customers who need your services with Zapo Ads

Rating on Trustpilot

Trustpilot rating
Tom Blackwell Budgeting Proposal - £550 Rachel Thomas Tax Planning Proposal - £850

Zapo Ads

Receive leads from search engines using PPC advertising

Leads within 1-4 weeks

Zapo Sites

Coming Soon

Get a market leading website that delivers leads using SEO.

Leads within 6-12 months

Zapo CRM

New

Use our AI-powered CRM to turn your leads into customers.

Close more leads today

Generate high-quality financial planning leads with Zapo Ads

Zapo Ads​ delivers exclusive leads to financial planning firms, financial planners and wealth managers. It uses search engine adverts to target local customers who need your services!

Start winning financial planning leads

Need new clients?

Just follow these three simple steps

  1. 1

    Sign up

    Tell us about your financial planning firm and we’ll build you a powerful landing page.

  2. 2

    Stand out

    We’ll create your ads and show them to prospects as they search for your services.

  3. 3

    Get leads

    Now you can land more clients as your ads generate a stream of financial planning leads.

Over 50 businesses nearby Your Financial Planning Firm 5.0 Manchester Open Now Google Guaranteed (30) More finance firms in Manchester
Ad your-finance-firm.co.uk Need a Financial Planner in Manchester? CISI Certified Financial Planner in Manchester. Long-Term Financial Plans. Achieve Your Financial Goals. Reach Your Financial Potential. Book a FREE Consultation.

Get to the top with search engine ads

Be at the very top when people search for a financial planner.

When customers use search engines to find local financial planning firms, your company will be at the top of the page waiting for them.

Free quote

Uzma Shah

New lead

16

New Leads

£6.40

Cost per lead

Our customer was over the moon with our landing page, he said it looked really professional and it was the main reason he reached out and contacted us.
Tony Cornwall

Pages built to generate leads

Turn more visitors into leads and win more local clients.

Targeting local customers is a great start, but your financial planning firm needs a landing page that will convince people to contact you.

See all features

Landing page features

Strong, persuasive content that grabs your prospects’ attention

Bold design that matches your business and draws the eye

A proven sales flow that converts visitors into leads

Get phone calls and messages from local customers

Pages optimised to convert, developed over years of practice

Customer reviews and photos for powerful social proof

Jo McConnell Customer Service Hi there! I’m available for a chat if you have questions.
I would highly recommend Zapo to anyone. Our advertising bill has halved since we signed up and we’re getting twice as much work.
John Watson

Your success story won’t be our first

We’ve delivered over £460m in leads for UK businesses… and counting

Search advertising is complex. It takes years of experience to test, optimise, and generate a reliable ROI, using the latest AI tools. So why not bring in the experts?

How does Zapo Ads work?

How it works

Your customers use search engines to find financial planning firms every day. We put you in front of them.

01

Use paid ads to capture traffic from local customers as they search for financial planning services.

02

Target anyone who searches for a financial planner or wealth manager in your location.

03

Close more sales with a professional landing page that's built to generate leads.

04

Prove your expertise with reviews, accreditations and case studies of your work.

05

Excite your visitors, so they call or message your business.

Zapo Ads puts your business in front of customers in your area as they search for a financial planner. We use paid ads to generate financial planning leads that you can rely on.

View pricing
Contact feed Mark West New Lead - Tax Planning Amy Whitehouse Quoted - Budgeting Damien Perry Won - Investing
Zapo's lead management platform certainly keeps us organised, you know where each lead is in your sales process at all times, so you can close more clients.
Garry Donoghue

Convert more leads into clients

We’ve built a better way for you to grow your financial planning business with Zapo CRM.

Marketing should make your life easier, but tracking leads can distract you from what’s really important - managing your team and winning new clients!

See all features

Zapo CRM features

Close your leads faster with instant lead notifications

Stay organised with simple lead, prospect and customer management

Prioritise valuable leads and move them through your sales pipeline

Never take notes again, with our AI-powered
Call Assistant

Track your spend, leads, and revenue with clear reporting

Loop sends value data to Zapo Ads to improve
lead quality

We thought it was very expensive before joining, but the amount of enquiries makes it well worth it. We’re making more money now than we’ve ever done.
Michael Birtwhistle

Feed your business with leads

It couldn’t be easier to get started with Zapo Ads.

Choose a plan, and leave the rest to us. Your personal growth manager will be in touch to set everything up and you’ll start receiving exclusive financial planning leads within the next 14 days. Ready to get more work?

Choose a plan