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Established in 2012
RMT Direct Leads - Lead Generation for the UK’s Financial Advisors
An enquiry should only be made by an authorised advisor. Your information will be used to contact you about the services we provide, through the contact methods you select above. By submitting above you agree to share your details with retail clients. Please view our privacy policy. We do use a third party to handle and store your personal data on behalf of RMT Group Limited. Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you. *These fields are required for the form to be submitted.
PRICING TABLES
PER MONTH
PER MONTH
PER MONTH
1, 2,3, 5 or 10 appointments per month
2,3,4,5 or 10 appointments per month
10 or 20 leads per month
Conversion rate 80%
Conversion rate 60%
Conversion rate 15%
Average fund size £50,000
Average fund size £210,000
Weekly in arrears payment terms
Weekly in arrears payment
Payment over 90 days
Weekly in arrears payment
MARKETING STRATEGY
Our business is focused around appointment setting. We have generated 9,000 appointments since 2013.
Established in 2012, our websites attracts over 100,000 visits each year and we generate 1,000 monthly financial advisor and mortgage using targeted and geographical marketing.
Generating 9,000 appointments since 2013
This flexible approach is ideal for advisers who want access to high-quality appointments but prefer to align payment with results.
Flexible payment that works around your business cycle
Proven after booking 9,000 appointments.
We take the risk on appointments cancelling or rescheduling.
High fund sizes relevant to the case study.
90% who complete the initial trial go on to a regular monthly supply
Fully telephone-qualified case study.
Choice of video or in-person appointments
Simply sync your Google Calendar with our call centre team
I have taken pension appointments from RMT over the last 2 years and have found their appointments excellent. I have 28 years experience as a financial adviser and can categorically state that I have a 99% conversation rate(yes it is 99% I am very good at my job) and average income per appointment in excess of £2500 which also includes other types of business transacted with the client. There may be times when the appointment does not happen with clients cancelling the appointment for whatever reason but RMT are diligent in reappointing. Keep up the good work and look forward to more profitable appointment now and in the future. If anyone who wants to use RMT please contact me if you want to verify or discuss.
We worked with RMT Direct Leads for almost 2 years and were always happy with their professional, organised and fair approach to pension lead generation. The area-specific appointment leads are well qualified and clients were informed and engaged from outset. Client cancellations were flagged in good time avoiding wasted trips for our advisers and the teams are a pleasure to deal with on a day-to-day basis.
Chris Simpson
CIB Retirement Solutions Oke
Peter C. Sykes
Financial Advisor - Yorkshire
Detailed telephone qualified leads & appointments
Telephone: 020 3468 4215
Mon-Fri: 9AM--4:30PM
NOTE: All figures quoted in the website refers to the past and that past performance is not a reliable indicator of future performance. All testimonials are fully accurate and have not been amended.
The financial promotion was produced internally by RMT Group Limited. The financial promotion will only be distributed within the United Kingdom. The financial promotion is not for a registered fund. Details of how the communications will be distributed are as follows: The financial promotion is available via search engines and to the general public. Only authorised financial advisors are permitted to engage with the promotion. Retail clients are prohibited from engaging with the promotion. RMT Group Limited is not authorised or regulated by the FCA.
RSK WARNING: The client's capital is at risk as RMT Group Limited cannot guarantee any business written within a small timeframe such as an initial trial.
RMT Group Limited is licenced by the H.M. Government of Gibraltar for the provision of generating online financial services leads. License number BL160240. RMT Group Limited registered office is at 2 Crutchetts Ramp, Gibraltar GX11 1AA, with registered company number 112738. © 2015 - 2025. All Rights Reserved.
She and her husband are both aged 68. She has a pension with Scottish Widows valued at £80,000 and he has two with Aviva and Standard Life with a combined value of £123,00. He has already taken the tax free lump sum from the Standard Life Pension, but no income. They would like advice on whether
they should consolidate or switch providers and discuss all the income options available to them. They are happy for an initial telephone call, but would like a n advisor within 1.5 hours of their home so they can meet face to face in the fuure.
Age 62, she is looking for a full financial review. She has been with a major restricted advisor company for 7-8 years and although she is reasonably happy she is considering whether or not she should change. She has a Stocks & Shares ISA £98,000+, a personal pension £208,000 and 2 deferred Final Salary pensions CETV £140,000 approximately. She and
her Brother also have 6 buy-to-let properties worth
£480-£600,000 all of which are mortgaged. She owes
£270,000 on her residential tracker mortgage and wants to discuss the best option for accessing some of her funds to reduce this. Happy to receive remote advice. Please call before 3.30 pm today or any time tomorrow.
Aged 49 and her husband is aged 50. Her Father has gifted them in the region of £250,000 (300,000 euro) which will be available in September, and they would like advice on what is best to do with this money. They would also like to review their pension planning. They have a combined income of £97,000 and they are open minded to any suggestions and are happy to receive advice on a remote basis.
Age 56, he has a personal pension with Aviva £80,000 and is looking to access the funds. He wants to take at least 25% TFC and discuss all options available for the remaining funds, including the benefits of transferring to flexible drawdown scheme. He also wants to understand the tax
implications of taking more than 25% TFC.
Age 41, he has 2 frozen pensions £37,200+ one is a DC scheme he worked for Santander and the other is very small with Legal & General. He also has a deferred DB scheme, he worked for Barclays for 8 years. He wants to review his pensions, discuss consolidation into a personal scheme and
wants to start contributing £100-£200 per month to a personal pension in addition to his employers scheme.
Age 36, she has a stocks & shares ISA £160,000 with
Aberdeen which she would like to review. She also has a couple of frozen pensions with Aviva approximately £20,000 which she wants to review and is considering contributing more to her pensions. Salary is £48,000 pa. Happy to receive remote advice.
Aged 58 and has inherited £800,000 which she will receive in about a month. She wants to clear her mortgage of £90,000 and gift her son £250,000 towards a house purchase. With the balance of £460,000 she would like advice on what is best to do with the money. She does have a pension through work with Standard Life and is open to suggestions in terms of investments and pension planning. She would like the initial meeting to take place in a local
hotel.
Aged 36 and will be receiving compensation for an accident at the end of September or possibly earlier. After legal fees he will have £527,000 and would like advice on what best to do with this money. He is open minded to ideas, such as pensions, investments, and possibly property to rent, and has never consulted an advisor before. He will carry on working as a self employed electrician, has no pension plans in place and resides in rented accommodation.
Age 28, she has £100,000 in various savings accounts and she wants to look at long term investment options to get as much capital growth on her funds as possible, she is also saving £5,000+ per month. She runs her own private dentistry practice and has no pension in place at the moment and wants to discuss the benefits of setting up and contributing to a personal pension. Her income is £80,000 pa after business expenses. Happy to receive remote advice
Age 64 & wife age 60. He has pensions worth £443,000 with Scottish Widows, Phoenix Life and Fidelity. He is looking for a quote on purchasing 2 annuity contracts ASAP, 1 for 20 years and another for 25 years. He is not looking for any cash drawdown and wants a no cash option at the end of the terms. His wife also has pensions worth £160,000 which they may wish to review.
Aged 53 and has a frozen DC pension scheme with UBS valued at £95,000 which he would like reviewed and discuss income options when he is 55. He also has an active DC pension through work which has a current value of £425,000 and is managed by the Link Group. He would like advice on what funds he should invest in for this scheme. He will be taking
the tax free lump sum from both when 55 to clear his
mortgage.
Age 65 with income of £35,000. He has a frozen defined contribution scheme with Siemens with a transfer value of £200,000. Would like advice on his options to transfer to a personal pension.
Aged 56, employed. Has several frozen pensions and a SIPP with a combined value of £133,000. She is also going through a divorce and has two pension sharing orders with a combined value of £117,000. She would like a review of all of the frozen pensions and the pension sharing orders, to see what the best way forward is in terms of future returns. She may also need to release some of the capital in these
schemes as a deposit for a new mortgage as the current house is to be sold and any equity split with her ex husband, so a mortgage will be needed at a later date as well.
Aged 63 and retires at the end of June. He has a local
authority pension scheme and he will be taking £40,000 as a tax free lump sum. His wife also has £50,000 in Axa bonds which have lost money over the last 12 months. He would like a full review of their savings in terms of where is best to invest this money. Initially they would be looking for growth but possibly income as well at a later date. They
would also be looking to make some provisions for their children. He will be on leave from the 12/06/23 so would prefer to wait until then for the appointment.
Couple both aged 61 with a joint income of £70,000. They have personal pensions with a combined value of £300,000 and a number of stocks and shares ISA investments £250,000. These are with Vanguard, Nutmeg and Money Farm. They are planning to retire in 2 to 3 years time, although may consider retiring earlier, and would like advice on planning for this.
Age 65 with income of £35,000. He has a frozen defined contribution scheme with Siemens with a transfer value of £200,000. Would like advice on his options to transfer to a personal pension.
Age 56, he is looking for financial planning advice and how to make the most of his money in the most tax efficient way. He has £100,000 in 1 year fixed rate bonds and £100,000 in a current account. He also has shares in National Grid worth £150,000. He is looking to start a new pension scheme due to the tax benefits, he mentioned possibly a SIPP. He receives income from a Final Salary pension scheme and is
working part-time as a contractor in the electrical
industry, his annual income is £90,000 pa approximately. His wife works full-time and they are mortgage free.
Age 31, her salary is £120,000 pa including bonuses. She has 3 frozen pensions £11,500 and would like to look at consolidating these, she is also considering contributing more to her pensions and would like to discuss the benefits of this. She has £90,000 in savings accounts and is saving £1,000 per month and wants advice on the best way to save or invest her money. She is in the higher income tax bracket
so tax efficiency is also a factor. She would like her
initial consultation to be a Zoom meeting.
Age 46 & husband is age 52. Their household income is £110,000 pa and they are mortgage free. They have savings in a bank current account £50,000 earning no interest and are also saving £3,000 per month. They are looking to invest this money for approximately 2 years to achieve maximum capital growth.
Aged 53 and not working as has sufficient income. She has just inherited some money and would like a full review of her savings. She currently has £50,000 in premium bonds, £20,000 in a cash ISA plus another £87,000 in savings. She will also, shortly receive an additional £90,000 bringing the total portfolio to £247,000 which she is looking to achieve growth from in the most tax efficient way.