Finance PPC Agency
Finance PPC Agency Built for Client Acquisition
Specialist Google Ads management for financial advisers, wealth managers, mortgage brokers, accounting firms, and financial service providers. We navigate Google's financial services verification, FCA advertising compliance, and complex lead qualification — delivering qualified prospects, not just clicks. Senior specialists only. No contracts.
Companies we've worked with
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Financial Services Ads Problems We Fix Every Week
These are the most common issues we see with financial services Google Ads accounts.
Google Financial Services Verification Blocking Ads?
Google requires financial services advertisers to pass verification before running ads. This involves business documentation, FCA registration checks, and domain verification. Many finance businesses get stuck in verification limbo for weeks. We manage the entire verification process.
High CPCs Eating Your Budget?
Financial service keywords are some of the most expensive on Google — mortgage, financial adviser, pension, and investment terms regularly exceed £15-40 per click. Without precise targeting and conversion optimisation, you're paying premium prices for low-quality traffic.
Leads That Don't Qualify?
You're generating enquiries but they don't meet your minimum asset threshold, aren't in your service area, or aren't ready to commit. We build campaigns with qualification signals — ad copy that pre-qualifies, landing pages with clear minimums, and keyword strategies targeting high-net-worth intent.
FCA Compliance Concerns?
Financial promotions must comply with FCA regulations — clear, fair, not misleading, with appropriate risk warnings. Generic agencies don't understand financial advertising rules. We write ad copy and recommend landing page content that satisfies both Google's policies and FCA requirements.
Can't Measure ROI on Marketing Spend?
Financial services have long sales cycles — initial enquiry to AUM or completed mortgage can take weeks or months. We implement multi-touch attribution and offline conversion tracking so you can connect today's ad spend to next month's signed clients.
Performance Max Wasting Budget?
PMax without financial-specific configuration shows your ads to people searching for basic savings account info, free financial calculators, or DIY investing. We configure PMax with high-net-worth audience signals, proper geographic constraints, and service-specific asset groups.
"Our Google verification had been stuck for six weeks before Visionary took over. They had us approved and running ads within ten days. The lead quality improvement was immediate — our advisers are now spending time with qualified prospects, not tyre-kickers."
Richard Hartley
Managing Director, Independent Financial Advisers
"The long-cycle attribution changed everything. We can now see that campaigns we thought were underperforming were actually generating our best clients — they just took longer to convert. Our budget allocation is completely different now, and much more profitable."
Emma Richardson
Head of Marketing, Wealth Management Firm
Local SEO: How a Service Business Went From Invisible to Fully Booked
A local service business with zero online visibility. We built their local presence from scratch and turned Google into their #1 source of new customers.
Learn How We Did ItAvg. Map Rank
GBP Revenue/Month (from £4K)
Waiting List (from empty diary)
Rankings Across Service Area
Our Approach
We Don't Just Run Finance Ads. We Build Your Client Pipeline.
What separates generic PPC from finance-specialist PPC management.
Financial Verification Expertise
Google's financial services verification is mandatory and complex. Business registration documents, FCA registration numbers, domain ownership confirmation, and Google's review process can take weeks if handled incorrectly.
We manage the entire process — preparing documentation, submitting applications, and handling appeals. Your ads get approved faster.
Lead Qualification Strategy
Not every enquiry is a good fit. We build campaigns that pre-qualify prospects through ad copy (mentioning minimums, service scope), landing page design (clear qualifying questions), and keyword strategy.
Your sales team spends time with qualified prospects, not tyre-kickers.
Long-Cycle Attribution
Financial services clients don't convert in one session. Initial research, comparison, consultation, paperwork — the cycle can be weeks to months.
We implement multi-touch attribution, offline conversion imports, and CRM integration so you can track which campaigns generated clients who signed six weeks later. Without this, you're making budget decisions on incomplete data.
FCA-Compliant Campaigns
Every financial promotion must be clear, fair, and not misleading under FCA rules. Risk warnings, appropriate disclaimers, and accurate product descriptions are non-negotiable.
We write ad copy that converts within regulatory boundaries. Your ads stay compliant without sacrificing performance.
Services
Google Ads for Every Financial Service
Dedicated campaigns built around each service's unique requirements.
Financial Adviser PPC
Campaigns targeting individuals seeking wealth management, retirement planning, and investment advice. High-net-worth audience signals, geographic targeting around your service area, and pre-qualification in ad copy.
Mortgage Broker PPC
First-time buyer, remortgage, buy-to-let, and commercial mortgage campaigns. Product-specific keywords, rate-driven ad copy, and landing pages designed for application submissions.
Accounting Firm PPC
Corporate and personal accounting, tax planning, and bookkeeping campaigns. B2B and B2C targeting with practice-area segmentation. Seasonal campaigns for tax deadlines and year-end.
Insurance PPC
Commercial and personal insurance campaigns. Product-specific targeting (life, business, professional indemnity). Quote-generation landing pages optimised for form completion.
Pension & Retirement PPC
SIPP, pension transfer, and retirement planning campaigns targeting pre-retirees. Sensitive handling required — FCA rules on pension transfers are strict.
Local Financial Services
'Financial adviser near me', '[city] accountant', '[area] mortgage broker' campaigns with radius targeting, local extensions, and geographic landing pages.
Our Process
How We Manage Financial Services Google Ads
Financial Services Audit
Review of your current setup — Google financial verification status, FCA compliance, keyword strategy, geographic targeting, conversion tracking, and lead quality assessment.
Verification & Compliance Setup
Google financial services verification managed end-to-end. FCA-compliant ad copy prepared. Conversion tracking implemented — call tracking, form attribution, and CRM integration for long-cycle attribution.
Service-Level Campaign Architecture
Separate campaigns per financial service. Each service has its own keywords, ad copy, landing pages, and budget allocation calibrated to client lifetime value.
Lead Qualification & Bid Strategy
Bid strategies based on qualified lead value, not just form fills. Pre-qualification built into ad copy and landing pages. High-value services get premium bids.
Continuous Optimisation
Weekly — search term analysis, unqualified query exclusion, ad copy testing within FCA guidelines, landing page monitoring, and competitor tracking.
Scale & Expand
New services, new geographic areas, increased budgets. Every expansion maintains lead quality and compliance.
What's Included
What's Included in Finance PPC Management
Campaign Management
- Service-specific campaign setup
- Google Search, PMax & remarketing
- Bid strategy by client lifetime value
- Budget management & pacing
- Search term analysis & negative keywords
- FCA-compliant ad copy
- Competitor monitoring
- Landing page recommendations
Finance-Specific
- Google financial services verification management
- FCA advertising compliance
- Dynamic call tracking & attribution
- Form submission tracking
- CRM integration (Salesforce, HubSpot, etc.)
- Offline conversion tracking (enquiry → signed client)
- Geographic targeting per office location
- Monthly reporting with cost per qualified lead
- Direct access to your finance PPC specialist
Average Return Per £1 Ad Spend for Financial Clients
Typical Cost Per Qualified Lead Reduction in First 90 Days
Google Financial Verification Success Rate
Long-Term Contracts
"We'd been through two agencies who didn't understand financial services. Visionary got our verification sorted, built proper service-level campaigns, and within 90 days our cost per qualified lead dropped by over 40%. The difference is night and day."
James Whitfield
Senior Partner, Whitfield Financial Planning
"The CRM integration means we can see exactly which campaigns generate clients who actually sign. Not just enquiries — signed, fee-paying clients. Our managing partner finally trusts the marketing budget because the data is undeniable."
Catherine Lloyd
Marketing Director, Lloyd & Associates
"Switching agencies was seamless. No disruption, verification status preserved, and immediate improvements to lead quality. Visionary understood our compliance requirements from day one."
Michael Patel
CEO, Patel Wealth Management
PPC Results: Scaling Spend 3x While Doubling ROAS
Took over an account running at 3x ROAS with £3K/month spend. Within two months we hit 6.82x ROAS at £10.6K/month.
Learn How We Did ItClicks
Conversion Value
ROAS
Ad Spend (from £3K)
Why Us
Why Choose Visionary for Finance PPC
Financial Verification Experts
Google financial services verification managed end-to-end. No delays.
FCA Compliance Built In
Ad copy that converts within regulatory boundaries.
Cost Per Client Focus
Track from click to signed client. Long-cycle attribution included.
Lead Qualification Strategy
Pre-qualify in ad copy and landing pages. Your team sees quality prospects only.
No Contracts
Month-to-month.
Google Ads + SEO
Full search visibility for your financial practice.
CRM Integration
Connect ad data to your pipeline. See which campaigns generate signed clients months later.
Direct Access
Senior specialist. No layers.
FAQ
Frequently Asked Questions About Finance PPC
"Chris is a very knowledgeable PPC consultant. He made a meaningful difference to our ROAS and revenue where other agencies in the past had failed. I fully recommend him."
Related Services
Related Services
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Your Revenue. Our Obsession.
Tell us about your business and we'll show you exactly where the opportunities are — no obligation, no sales pitch.
■ Senior specialists only
■ No long-term contracts
■ Free audit included