How Later Life Retirement Planning Scaled Their Adviser Team with Lead Tech
Company
Later Life Retirement Planning (LLRP) is a specialist advisory service focused on helping customers unlock the value of their homes through Lifetime Mortgages and Later Life Lending solutions.
Founded by Sam Wickham, LLRP has grown quickly by combining deep expertise with a customer-first ethos. Sam leads a growing team of advisers dedicated to providing clear, compliant, and compassionate advice for clients planning their retirement.
The Challenge
As demand for Lifetime Mortgages increased, LLRP needed a reliable and scalable flow of high-quality enquiries to support their growing adviser team. Like many firms, they had tried a variety of lead generation partners in the past, but results were inconsistent. Leads often lacked intent, and too many dropped out of the sales pipeline — wasting adviser time and driving up costs.
Sam needed a partner who could deliver consistent volumes of leads that not only converted but also aligned with his firm’s customer-centric values.
The Solution
In early 2024, LLRP partnered with Lead Tech to source Lifetime Mortgage leads. Since March, Lead Tech has provided an average of 10 qualified leads per day — all generated through a fully compliant, FCA-regulated process.
Key to the partnership’s success is Lead Tech’s rigorous filtering and qualification process, which ensures:
- Consumers show clear intent and willingness to engage in meaningful conversations.
- Ineligible prospects (due to age or loan-to-value) are filtered out before reaching advisers, increasing efficiency.
- Leads progress smoothly through the deal pipeline with above-market conversion rates.
The Results
The impact on LLRP’s business has been significant:
- Over 1,000 leads purchased since March — creating a reliable, scalable source of new business.
- High progression rates: More than half of all Proposals have converted into applications, outperforming other lead providers.
- Low fallout: Just 7% of customers drop out of the pipeline (vs. an industry norm of ~20%).
- 3X ROI expected on lead investment — delivering measurable profitability and confidence in scaling further.
Sam Wickham, Founder — Later Life Retirement Planning says:
Lead Tech are incredibly professional and it’s easy to see why they’re one of the leading names in financial services lead generation. We’ve worked with plenty of lead providers over the years, but Lead Tech genuinely stand out — it feels like a real partnership rather than just a supplier relationship. I’d highly recommend them to any firm that’s looking to grow. Their approach and values really mirror ours, with the customer always at the center of everything they do.
The Takeaway
For firms looking to scale adviser teams and accelerate growth in the Later Life market, Lead Tech provides not just leads, but a true partnership — combining compliance, quality, and ROI.
Ready to scale your business?
* Later Life Retirement Planning is a trading name of Lendle Finance Group, who are authorised and regulated by the Financial Conduct Authority FRN 737340.
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