RMT Direct Review

You’ve come to the perfect place if you’re an equity release firm seeking a consistent supply of Equity Release Leads!

RMT Direct Leads was founded in 2012 by executives with prior expertise running call centres and providing financial lead creation services. Their clients range from individual Independent Financial Advisors to some of the most well-known names in the financial services industry.

Find the best Equity Release Lead Generation Companies

Learn more in this RMT Direct review.

RMT Direct Overview

RMT Direct Leads is currently a stable and trustworthy service used by hundreds of Financial Advisors over the past five years after numerous years of development.

Services Offered By RMT Direct

RMT Direct offers online financial services to companies and customers through lead generation and advertising. They provide Equity Release Leads, Pension Leads, Financial Advisor Leads, Mortgage Leads.

Equity Release Leads

An Equity Release Lead is a homeowner aged 55 or older who wants to take out a loan against the value of their home that will only be repaid when the house is sold. A Lifetime Mortgage is what it’s called.

A homeowner over the age of 55 looking for a Home Reversion plan can also be an Equity Release Lead.

Financial Advisor Direct is a website that RMT Direct uses to create Equity Release leads.

Pension Leads

A Pension Lead is a potential customer who has expressed interest in a new pension, pension review, annuity purchase, or income drawdown and has requested to talk with an Independent Financial Advisor or Restricted Advisor.

Pension Comparison, Financial Advisor Direct, and Regulated Advice are run by RMT Direct Leads, which obtains traffic through a Google Ads paid search campaign.

Since 2013, RMT Direct Leads has created over £339 million in pension and investment transfer opportunities for its partners.

Financial Advisor Leads

A Financial Advisor Lead is a potential customer who has demonstrated an interest in financial assistance and wishes to speak with a Financial Advisor about one or more of the following topics:

  • Pensions and Retirement
  • Investments
  • Final Salary Pension Schemes
  • Investments
  • Equity Release (min. age 55)
  • Financial Planning
  • Tax and IHT Planning
  • Insurance and Protection

The bulk of the Financial Advisor Direct website leads will be Pensions and Investments. You can opt-out of Mortgage Advice, Equity Release and Final Salary Pension Schemes.

Mortgage Leads

Mortgage Leads are provided by RMT Direct on a UK-wide or Scotland-only basis and can include any of the following:

  • Remortgage Lead – This is a consumer looking to replace an existing financial obligation with one with more favourable terms.
  • Mortgage Lead – This is a consumer looking for a loan to buy a new house.

Through Financial Advisor Direct, they create Mortgage Leads.

Mortgage Leads are also referred to them by their Financial Advisor Partners, who do not provide mortgage assistance. They bring in approximately 140 new mortgage clients for their partner clients every month.

RMT Direct Contact Details

If you wish to contact RMT Direct, you can call them on 020 3468 4215. Their lines are open on Mondays through Fridays from 9 AM to 12 PM and 1 PM to 4:30 PM. You may also fill out their contact form.

Only an authorised advisor should inquire. RMT Direct will use your information to contact you about their services, using the means you choose.

You consent to share your information with retail clients by submitting the form. RMT Direct, on behalf of RMT Group (UK) Ltd and RMT Group Limited, uses a third party to manage and store your data.

If you no longer want them to save your data or contact you, please phone them or reply to any communication they send you.

RMT Direct Reviews

Here are some reviews about RMT Direct:

RMT has provided me with pension appointments for the past two years, and I have found their services to be fantastic. I have 28 years of expertise as a financial adviser. I can confidently tell that I have a 99% conversation rate and an average appointment income of more than £2500, including other types of business handled with the client. There may be occasions when the appointment is missed due to clients cancelling, but RMT is meticulous in rescheduling. Keep up the fantastic effort, and I hope to see you again soon for a more profitable appointment. If anyone wants to use RMT, please contact me if you want to double-check or talk more about it. – Peter C. Sykes

I’ve been working with RMT Group for a while; they’re an important element of my company and constantly deliver high-quality leads. Ann’s great telephone manner and communication abilities have just been recognised by a client, and I hope to continue to benefit from our long-term connection. – Peter Shepherd

I’ve been working with RMT Group for five months and have found them a straightforward firm that follows the regulations. I convert about 27.5% of the leads that they send me. I want to receive more leads from them and hope to develop a long-term relationship with them. – Gary Howes

My experience with RMT has been positive, thanks to exceptional service from all members of the team and high-quality internet leads delivered reliably and regularly, allowing me to focus on developing client connections. – Robert Rose

The web leads have been excellent and compare favourably to what is already available. I have a lead problem since I am very good at getting appointments and doing business. I should achieve at least a 30% success rate on the ones I’ve done. – Charles Rollo

Summary

If you’re an equity release firm looking for a steady stream of Equity Release Leads, you’ve come to the right RMT Direct review.

RMT Direct Leads was created in 2012 by executives who had previously worked in contact centres and as financial lead generators. Individual Independent Financial Advisors to some of the most well-known brands in the financial services business are among their clients.

After many years of development, RMT Direct Leads has become a reliable and trustworthy service used by hundreds of Financial Advisors over the last five years.

Best Equity Release Lead Generation Companies

Here is a full list of the best equity release lead generation companies in the UK:

The list above gives you plenty of options to choose from in April 2024

Best Equity Release Lead Generation Companies

We have researched all the best equity release lead generation companies in the UK, breaking down the best businesses based on their reputation, services provided, experience and much more.

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