Scale your Aum On Easy-Mode
Intently helps you generate, qualify and close new financial planning clients.
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Used by Financial Firms All Over The UK
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Intently Solves The problem of FS Lead Gen
Financial services professionals save more time and close more clients when they switch to Intently.
POTENTIAL NEW AUM PER MONTH
ASSET-QUALIFIED LEADS PER MONTH
We help our advisers close not just call
Say goodbye to generic names and numbers. Our leads go through a 20+ step funnel that makes securing new AUM a breeze.
NEVER WASTE TIME ON BAD Leads AGAIN
We know that not every lead is worth your time. That’s why we qualify ours against your minimums, not ours. So you can prioritise quality over quantity.
Set up appointments all year round
We work month on month to not just generate new leads but nurture and re-engage old ones. Helping you beat the seasonality and secure qualified appointments all year long.
Know everything there is to know before you call
Intently provides advisors with over 20 data points for each lead we generate. That way you’re armed to make every initial phone call or consultation as impactful as possible.
Forget about the compliance headaches
We understand the FCA’s guidelines inside and out. So, whether you’re from a big network or a small independent. We’ve got you covered.
Built with Compliance in mind
Intently was built to have the FCA’s rules baked into its core.
We deal directly with your team
We deal with your compliance team direct. Saving you hassle.
We Deliver on our Mission
Regardless of industry, we know how to do marketing that pulls in results.
Intently Is A Complete Marketing System
Intently is a system that grows and evolves alongside you. We’re constantly adding new features to build the most robust marketing system ever.
Personalised Landing page
Establish yourself as the go-to financial planner.
Localised advertising
Generate exclusive local leads.
MONTHLY STRATEGY & COACHING
Check in, feedback and catch up with the Intently team.
Automated Follow up System
Ensure no leads fall through the cracks.
Intently Ai Appointment Setter
Your new secret weapon. Qualify and book in new leads without lifting a finger.
“These guys have helped me grow my business using various channels... They've helped me with everything from sales funnels, online social media marketing and a perfect landing page for my profession... I would definitely recommend giving them a try!”
Questions? We’ve got answers
With each financial advisor/firm we work with, we work hand in hand with their compliance department. We ensure everything we do is signed off before we launch anything.
When you work with us you don’t pay a lump sum for some leads. You work with us on a month by month basis to build a marketing system around yourself as an advisor. We also help you book appointments directly into your calendar.
Our system is scalable and provides leads of a much higher quality.
We use our unique 29 step funnel to generate high quality leads from Meta’s platforms (Facebook & Instagram). While other companies often use Google Ads, we use Meta to tap into a wider local market.
The perception of Meta leads is that they’re often of terrible quality. This is usually due to a lack of lead nurture and qualification on behalf of the agency.
We’ve priced Intently to be competitive with other solutions in this industry. Where other companies will charge you £200 per lead, we charge a flat monthly fee. This covers all the long term behind the scenes work we do to help you set up and close new clients.
It’s cliché to say but we actually are a marketing partner to our advisors and we work to ensure every advisor sees an ROI.
We’re very proud of the quality of leads we generate. When you receive a new Intently lead, it comes with over 20 data points you can use to inform your initial contact. What’s more our leads go through 4 levels of quality control. They’re personalised (exclusive), localised (optional), qualified (against your minimums) and verified (checked for real contact details).
Nowhere else can you find leads as data rich as ours.
Leads vary in quality and intent. Such is the nature of marketing. Of the total leads we generate within a given month about 55% are qualified (based on data from Sep 2025). If they’re not qualified they are marked as such so that you do not waste your time on them.
Since we charge a flat fee for our marketing services rather than per lead, there’s no need for complex refund policies.
We support our advisors wherever we can to ensure they secure new AUM every single month. We constantly add new elements to our services to constantly improve outcomes for our advisors.
However, what ROI you can expect depends on your ability to sell and your willingness to work with us.
Technically yes. However, we find that SJP’s compliance is so stringent and multi-layered that it takes an awfully long time to get our complex marketing system approved. If you’re an SJP firm/advisor who's willing to deal with months of compliance back and forth before your system goes live and to receive a perceivably slower service from us then you can get in touch.
Still have questions?
Fill out the form and engage with us over text to get any questions you might have answered.
Ready to start stacking up the AUM?
Fill out the form, text with the team and book in for your 1-1 call to join our growing roster of amazing financial planners.
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