Find the perfect plan to grow your business

Whether you’re a self-employed adviser or a nationwide network, we have a solution for you. Our custom pricing is based on your needs and scales with your firm’s growth.

They trust us
True potential
Quilter
2 plan wealth management
Continuum
The private office

Self-employed

Up to 5 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads

Regional

Up to 30 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Named account manager
5% discount on enquiries purchased

Nationwide

Target an uncapped amount of leads

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Dedicated account manager
Up to 12% discount on enquiries purchased
API integrations, including Intelliflo

Self-employed

Up to 10 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads

Regional

Up to 50 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Named account manager
5% discount on enquiries purchased

Nationwide

Target an uncapped amount of leads

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Dedicated account manager
Up to 12% discount on enquiries purchased
API integrations, including Intelliflo

Self-employed

Up to 10 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads

Regional

Up to 50 leads a month

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Named account manager
5% discount on enquiries purchased

Nationwide

Target an uncapped amount of leads

What’s included:

Accept or reject the leads you want
SMS-verified leads
Choose the wealth level of your leads
Dedicated account manager
Up to 12% discount on enquiries purchased
API integrations, including Intelliflo

Frequently asked questions

How many enquiry leads can I expect?

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria. Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

Are enquiry leads exclusive to me?

Once purchased, all enquiries are exclusive to you and only you.
We also take additional steps to prevent multiple enquiries being sent through our system by blocking consumers from submitting the same enquiry for a set length of time.

Can I apply filters to only receive the clients I want?

Yes. Within your Unbiased dashboard you can set your criteria to only receive enquiries from the clients you want.

Select your filters based on the advice areas you want to advise on as well as client investable assets, mortgage size, pension size and how you provide advice (face to face, online, telephone).

Once you’ve selected your criteria we’ll only send you enquiries that match or exceed your preferences.

How much do enquiry leads cost?

Enquiries for financial advisers start at £30+ VAT, mortgage advisers begin at £10 + VAT, and accountants and bookkeepers start at £33 + VAT. Prices may vary based on the potential lead value. You’ll be able to see the potential value of the enquiry together with the price before deciding to accept.
For more information about pricing, please click here.

What is an Unbiased profile?

Every Unbiased subscription comes with an eye catching profile within our advice directory, advertising your company and services to the 5 million potential customers who visit Unbiased each year.

Your profile benefits from the strong SEO rankings we’ve built up over 32 years, bringing you increased brand awareness as well as social-proofing for your own website.

You can add your company information, colleagues, social links, photos, client testimonials, location, services, and preferred clients to your profile. The location you choose for your profile will be the location that it is promoted in and clients searching locally in that area can then find your profile and send an enquiry through it directly.

What are additional locations?

Each Unbiased plan comes with a profile promoted to prospective clients in a location of your choice. Additional locations are exclusive to our Enhanced, Premium, Standard and Growth Plus plans, allowing your profile to be promoted in multiple locations across the country, all managed centrally from one account. Your profile receives the same promotional power of your original location, receiving enquiries from the directory and match tool for every new location.

How much are additional locations?

Additional locations are £71 + VAT for Financial Advisers, £61 +VAT for Mortgage Advisers and £65+VAT for Accountants and Bookkeepers. You have the option to purchase up to 110 locations. Our team of experts are available to help you choose the locations most suited to your growth and ROI goals. Our Enterprise solution offers nationwide coverage with the option to appear in up to 300 locations.
To find out more about the Enterprise solution speak to our sales team by filling in the form here.

Can’t find the answer you were looking for?

Visit out help centre or contact our team on +44 800 011 9671