Financial advisors

Qualified pension, investment, and protection leads — without the cold calling

Stop chasing referrals and hoping for word-of-mouth. MSA Pro delivers high-intent financial advice leads directly to your inbox, so you can spend your time advising clients instead of hunting for them. Whether you're looking to fill your pipeline after taking on new advisors, diversify beyond referrals, or simply grow faster, MSA Pro gives you predictable lead flow with the quality controls that protect your conversion rates.

Start winning clients

Lead types

Lead types we deliver for financial advisors

Pensions & retirement planning

Clients actively seeking pension advice, pension transfers, and retirement income planning. High-value, long-term client relationships.

Investment & wealth management

Investment advice leads for ISAs, general investment accounts, and portfolio management. Clients with capital ready to invest.

Insurance & protection

Life insurance, critical illness cover, and income protection leads. Often sold alongside pension and mortgage advice for comprehensive client relationships.

Retirement planning

Broader retirement planning enquiries covering pension consolidation, drawdown strategy, and retirement income.

Why MSA Pro

Why MSA Pro works for financial advisors

Review before you buy

See full lead details — pension pot size, investment amount, client objectives, age, employment status — before you commit. If it doesn't fit your minimum case size, decline at no cost.

Exclusive or shared — your choice

By default, leads are exclusive to you. For higher volume at lower cost, opt into shared leads (typically 2-3 advisors). Either way, you control who you compete with.

SMS-verified leads

Every lead is verified via SMS before delivery. Real people with real money, not time-wasters or fake enquiries.

Instant notifications

Get email and SMS alerts the moment a lead matching your criteria becomes available. Accept from your phone and start your outreach within minutes.

Grow your practice

Built for advisors who've tried other lead sources and been burned

Referrals are inconsistent

Word-of-mouth is great when it works, but impossible to predict or control. MSA Pro gives you predictable monthly volume so you can forecast revenue and capacity.

Paid ads are expensive and complex

Running Facebook or Google ads requires marketing expertise most advisors don't have. Hiring an agency is expensive and risky. MSA Pro is pay-per-lead — you only pay for opportunities you want.

Lead aggregators send low-quality junk

Generic aggregators send unqualified leads or share your details with 5+ competitors, killing your conversion rates. MSA Pro delivers qualified, verified leads with full transparency.

You want another growth lever

Maybe you've acquired a practice and need to fill new advisors' pipelines. Maybe you're expanding your team. MSA Pro gives you a reliable channel you can scale up or down as needed.

After 15 years relying on word-of-mouth, we needed a scalable way to grow. MSA Pro's pension and investment leads are genuinely high-intent. We're now closing £2.3M in AUM per month from platform leads alone, with an ROAS that makes every other marketing channel look expensive. — Principal Advisor, Legacy Financial Planning

Ready to see how it works for financial advisors?

Book a 20-minute demo and we'll walk through live pension and investment lead examples, set up your filters, and show you exactly how MSA Pro can grow your practice.

Start growing today