Contact List of Financial Planners UK for High-ROI Outreach

A contact list of financial planners UK gives you direct access to a high-value, decision-making audience in the financial services space. Whether you’re selling CRM platforms, compliance tools, training, or marketing services—reaching the right independent financial advisers (IFAs), wealth managers, or consultants can fast-track your outreach success.

But here’s the challenge: too many businesses waste time and money on lists that are poorly targeted, outdated, or non-compliant. If you’ve ever launched a campaign that fell flat because the data wasn’t right, you’re not alone.

This post is here to help. We’ll show you what makes a great contact list, how to use it effectively, and how to avoid the common pitfalls. Most importantly, we’ll explain why hundreds of UK SMEs trust Results Driven Marketing to deliver tailored, campaign-ready data that fuels results—not frustration. Let’s get your next outreach campaign off to a flying start.

Why Financial Planners Are Prime Targets for B2B Outreach

A targeted contact list of financial planners UK connects you with decision-makers who hold significant influence over service adoption, tech spend, and professional partnerships in the finance sector. These aren’t just names on a list—they’re high-value prospects who can make or break your campaign results.

What Makes Them Valuable Contacts?

They control purchasing decisions for CRM platforms, training, compliance services, marketing support, and more
They actively seek support with lead generation, regulatory tools, and digital transformation
They work across various setups: solo advisers, boutique wealth firms, IFA networks, and financial consultancies

Job Titles to Target

Look beyond just “Financial Planner”:

Independent Financial Adviser (IFA)
Wealth Manager
Chartered Financial Planner
Financial Consultant
Retirement Planning Specialist

Sectors and Firm Types

You’ll find financial planners operating across:

Independent advice firms
FCA-regulated practices
Accountancy-backed advisory services
Specialist retirement or investment planning firms

These are professionals who appreciate clarity, compliance, and credible outreach—when you reach them with the right message, they respond.

What a Quality Financial Planner Contact List Should Include

If you’re investing in a contact list of financial planners UK, it needs to do more than tick a few boxes—it should be tailored, accurate, and ready to drive real campaign results.

🎯 Targeting That Matches Your Goals

Segment by region, firm type, company size, or FCA status
Choose the job roles that match your offer—don’t waste time with generic titles or admin contacts

📇 Essential Data Fields

Your list should include:

Contact name
Job title (e.g. IFA, Wealth Manager)
Company or firm name
Location and postal address
Phone number and email address
Sector classification or registration status

✅ Compliance and Legal Confidence

All data should meet GDPR and CTPS standards. Outreach to financial services firms must be handled with care—especially when dealing with regulated individuals.

🧩 Customisable to Your Campaign Type

Want to target only IFAs in the South East with 5–50 staff? No problem
Need FCA-registered contacts for a fintech product launch? Easy

A good list isn’t just a database—it’s a tailored resource that supports better engagement, higher ROI, and safer marketing.

Best Use Cases for Financial Planner Outreach

A well-targeted contact list of financial planners UK can unlock a wide range of high-impact outreach opportunities—especially if your offer aligns with the challenges and goals of this market.

📈 Selling Software or Services into the Finance Sector

These decision-makers are prime prospects for:

CRM and practice management tools
CPD and compliance training programmes
Lead generation or marketing services
Fintech platforms tailored to advisers
Outsourced admin or paraplanning support

📞 Direct Cold Outreach

Launch targeted cold email campaigns using segmented job titles and firm types
Combine with smart calling to book appointments or demos
Time-sensitive campaigns (e.g. tax year-end services) work well with this audience

🎯 Account-Based Marketing (ABM)

Build a curated list of top-tier prospects by region, firm size, or service line
Craft personalised, multi-touch campaigns across email, phone, and direct mail
Target FCA-registered firms or specific adviser networks

🤝 Partner and Referral Campaigns

Reach financial planners open to collaboration (e.g. estate planning, insurance, legal services)
Offer value-led partnerships to build trust and generate shared pipeline

Red Flags and Pitfalls When Buying Contact Lists

Not every contact list of financial planners UK is built with accuracy—or your success—in mind. Many businesses get burned by providers that cut corners, overpromise, or offer outdated, irrelevant data.

❌ Irrelevant or Outdated Records

Lists padded with admin staff or contacts who no longer work in the industry
Job titles that sound right but don’t match your target buyer profile

⚠️ Overinflated Lists Without Clear Segmentation

Be cautious of “big numbers” with no filters—quality always beats quantity
Ask whether the list includes FCA-registered contacts, job filtering, or regional targeting

📉 Non-Compliant Data Sources

Using non-compliant data risks complaints and fines
Always ask where the data is sourced from and how often it’s refreshed

🤖 No After-Sales Support

A one-time file drop isn’t enough—you need a partner who backs their data
Avoid providers who disappear after payment

At Results Driven Marketing, we believe in transparency. You get full clarity on how we build our lists, how often they’re updated, and what happens if something doesn’t meet expectations.

How We Build Financial Planner Lists at Results Driven Marketing

When you buy a contact list of financial planners UK from us, you’re not getting a generic dump of contacts—you’re getting a tailored dataset built for campaign performance and peace of mind.

📚 Trusted UK Data Sources

We use industry-leading B2B data providers:

118 Information
Thomson
CorpData

🔍 40-Point Quality Control

Every list goes through thorough checks:

Job relevance and firm type
Formatting and CRM-readiness
CTPS screening for phone contacts
GDPR compliance

📦 Fast and Secure Delivery

Delivery within 24 hours of approval
Excel or CSV format
Password-protected and ready to go

🎯 Fully Custom Filters

Region, FCA status, firm size, or job role
Lists built to your campaign brief—not generic exports

Why Choose Results Driven Marketing

If you’re serious about outreach into the financial space, your contact list of financial planners UK needs to be accurate, relevant, and campaign-ready. That’s what we deliver.

🎯 12+ Years of B2B Data Expertise

We’ve helped hundreds of UK SMEs grow through better targeting, faster campaigns, and smarter outreach.

🤝 SME-Focused, Results-First

We keep it simple:

No bloated pricing
No confusing packages
Just honest, helpful advice and data that works

⚡ Speed and Simplicity

Quotes often in under an hour
Delivery within 24 hours
Support from a real person who understands what you need

💬 Ongoing Support

Need help refining your filters? Want to test a smaller batch first? No problem. We’re with you before and after the sale.

How to Order Your Financial Planner Contact List

Getting your contact list of financial planners UK is simple and fast.

1. Send Us a Brief

Tell us your targeting preferences:

Region, firm type, FCA status, firm size
Job roles or services offered

2. Receive a Custom Quote

We’ll send you:

Total record count
Pricing based on volume
Delivery timing and format

3. Approve and Receive

Once approved, your list is delivered in Excel or CSV—formatted for CRM or email upload.

4. Start Outreach with Confidence

Use your list for email, phone, or direct mail campaigns. Need advice? Contact us—we’re here to help.

Frequently Asked Questions

Can I filter by FCA registration or firm size?

Yes—by region, staff size, turnover, and FCA status.

What types of financial advisors are included?

We include IFAs, wealth managers, financial planners, consultants, and more—based on your targeting brief.

How is the list delivered?

Securely via password-protected Excel or CSV—within 24 hours.

Is the data legally compliant for cold outreach?

Yes. All data is fully GDPR and CTPS compliant.

How quickly will I receive the list?

Usually within 24 hours of approval. We can prioritise urgent requests too.

Contact List of Financial Planners UK – Let’s Start Your Campaign

Getting in front of the right decision-makers in financial services doesn’t have to be a gamble. With a tailored contact list of financial planners UK, you can build smarter campaigns, book better calls, and close more business—with confidence.

Whether you’re launching a new offer, expanding into financial services, or just tired of wasting time on poor data—we’re here to help.

Request a Custom Quote Today
Buy email lists to power your next outreach
Speak to Our Team for expert targeting advice

Let’s turn your next campaign into your best one yet.