Lead generation for UK IFAs and financial advisors
Independent Financial Advisors sell to high-LTV individuals, and many of those individuals are sole directors of UK ltd companies. Leadistry filters Companies House for sole-director companies in the SIC + age cohort that signals personal-wealth-management need.
Why Leadistry for this use case
Find sole-director ltds (the IFA sweet spot)
A sole director with profitable accounts is the prototype IFA prospect, they have a private pension question, a tax-efficient drawdown question, and an estate-planning question. Filter Companies House by 1-officer ltds in profitable SIC sectors.
Sector-aware targeting
High-margin sectors (consulting, legal, medical) produce the highest-LTV IFA prospects. Filter by SIC 70229 (management consultancy), 69101 (legal), 86900 (other health) and you have your ICP.
FCA-compliant by default
Companies House data is public-record. Outreach uses the corporate director email under PECR's B2B carve-out. We honour every opt-out at SQL level, every IFA's compliance officer can sleep at night.
How a search would look
Recommended SIC codes
- 70229, Management consultancy (high-margin)
- 69101, Solicitors (high-margin)
- 86900, Other human health activities
- 62012, Software development (high-margin)
Extra filters
- Sole-director companies (1 active officer)
- Incorporation age 5+ years (established income)
- Excludes IFAs and financial advisors themselves (SIC 66220)
What each lead contains
Sole director + named-personal email + LinkedIn (personal + company) + registered/trading address. The personal LinkedIn is the strongest signal for relationship-led IFA outreach, pre-meeting research is critical for trust.
Common questions
Is contacting sole directors via Companies House data PECR-compliant?
Yes, under the B2B carve-out for corporate-officer business contacts. The director's email is their corporate role-based identity, not their private individual identity. We honour opt-out requests in 24 hours at SQL level.
Can I find directors who've recently sold a company (high-cash-event IFA prospects)?
Indirectly, Leadistry surfaces companies in dissolution / strike-off, which is the closest CH proxy for ‘director recently exited’. Filter by company status = strike-off in the last 12 months.
How fresh is the contact data?
Companies House daily refresh. Director email enrichment is re-attempted every 30–90 days depending on cohort, so contact info doesn't go stale. Failed-enrichment leads never cost a credit.