🇬🇧 United Kingdom · Financial Advisors

PPC for financial advisers in the UK

Financial-services ads face extra platform checks in several markets, and conversion cycles are long. Accounts need verification, tight targeting and patient measurement. VouchedFor and Unbiased reviews carry real weight with UK prospects and with AI assistants summarising “best IFA near me” questions.

What PPC for financial advisers involves

  • Advertiser verification and certification support where platforms require it
  • Campaigns built around high-intent life events and niches
  • Lead forms that qualify on assets, location and need
  • Offline conversion imports from your CRM to optimise for meetings, not form fills
  • LinkedIn campaigns for business-owner and executive audiences

Built for the rules in the UK

Relevant bodies: Financial Conduct Authority (FCA), FCA Consumer Duty, COBS 4 financial promotions rules.

  • Financial promotions must be fair, clear and not misleading, and approved by an authorised person.
  • Google requires advertisers of financial services in the UK to be FCA-authorised and to complete financial services verification.

How we work

  1. 01

    Account audit

    Search terms, match types, negatives, tracking and wasted spend. We show you exactly where budget is going on searches that never become clients.

  2. 02

    Tracking first

    GA4, offline conversion imports and call tracking so bidding optimises for leads that become clients.

  3. 03

    Campaign build

    Tightly themed campaigns by service and location, with ad copy that meets advertising rules in your profession and market.

  4. 04

    Landing pages

    Fast, focused pages for each campaign theme, A/B tested.

  5. 05

    Weekly optimisation

    Bids, budgets, negatives and creative reviewed weekly; monthly reporting on cost per lead and lead quality.

Frequently asked questions

Why was our financial ad disapproved?

Common causes are missing advertiser verification, restricted claims or landing pages without required disclosures. We audit all three before relaunching.

What budget do I need?

It depends on your market’s click costs. Legal and financial clicks are among the most expensive on Google, so we model a starting budget from your target cost per lead before launch.

Can you take over an existing account?

Yes. We audit it first and keep the history intact. Rebuilding from scratch throws away useful conversion data.

PPC for financial advisers: get a proposal

Tell us about your firm, your markets and your goals, and we’ll come back with a clear plan and next steps.

Get a proposal