Financial Services Digital Marketing Consultant


Financial Services Digital Marketing Consultant


Are you fed up with buying dead-end financial services leads and wasting precious marketing budget?

Are you at a loss for what tactics to try next?


Hello, I’m Rachel, a Financial Services Digital Marketing Consultant based near London. I’m Google Ads certified and HubSpot certified.


I specialise in the financial services sector and work with the likes of financial advisers, wealth managers, and mortgage brokers. I help them to generate good quality leads using Google Ads, social media, content, and SEO.


I don’t buy and sell financial services leads. I create campaigns that are specific to your business. Every enquiry comes directly to you, not via a third-party lead generation website.

Financial Services Companies I Work With

My clients typically include financial advisers, wealth managers, mortgage brokers, and other financial services companies based in and around London, Kent, and Surrey that specialise in:

Wealth Management and Financial Advice


Mortgages, Property Finance, and Property Investment


Equity Release and Estate Planning


Insurance and


As a financial services digital marketing consultant, I have the knowledge and experience to understand what works, what doesn’t work, and how to generate more business for clients in the financial sector.


Digital Marketing for Financial Services

Whether you’re a mortgage broker, an equity release specialist, or a financial adviser, you need a regular flow of inbound enquiries to ensure your business thrives.

Many financial services companies turn to lead generation websites to buy leads from a third party, but this can be expensive, unsustainable and doesn’t always result in new business.

As a financial services digital marketing consultant, I combine my knowledge of the financial sector with my skills and experience in digital marketing to generate high-quality leads.

My services include social media management, content creation, Google Ads, SEO, and everything in between.

I understand what works, what doesn’t work, and how to create campaigns that generate leads for financial services.



Financial Services Clients



Do you work on a cost per lead basis?

No, my fees start from £500 per month plus VAT and my fee structure is not linked to the amount of enquiries that you receive.

Do you buy and sell financial services leads?

No, every enquiry that is generated comes directly to your business and is unique to you.

Can you guarantee a minimum number of financial services leads per month?

No, unfortunately it is not possible to guarantee a certain number of inbound enquiries each month.

How much do you charge?

I typically charge a fixed fee starting from £500 per month plus VAT, although I am flexible, it's important that what works for me works for you too. To understand what a marketing package for £500 per month plus VAT might look like, please get in touch.

How can I help?

What results have you achieved for your clients?

I successfully generate leads for clients every month via social media, Google Ads, and other digital marketing channels. I have helped clients to build a regular pipeline of inbound enquiries and win new business.

Whilst my ultimate objective is to generate new business for you, digital marketing is also about growing your network, creating awareness of what you do, and making you approachable.

My goal is to elevate your profile, position you as an expert in your field, and ensure that you are easily discoverable by people looking for the services you offer.