For financial advisory firms
10 Qualified Appointments.
Pre-screened. Exclusive. Yours.
No retainer. No contract. No shared prospects.
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You built your firm on referrals.
Good clients, properly introduced, who arrived already trusting you. You did the work. You gave the advice. They stayed.
The problem is not the quality of what you do.
The problem is that referrals come when they come. You cannot turn them up when you need them. You cannot plan around them. You cannot build a firm on something you cannot control.
So you have tried other things.
Events that filled a room but rarely filled a pipeline. Directories that sent you names shared with four other firms. Marketing agencies who promised leads and delivered enquiries from people with £30,000 in a cash ISA wondering if they should switch to a different one.
None of it was built for a firm like yours.
What Highwater does is straightforward.
We run paid advertising on Meta, targeted specifically at UK adults aged 50 to 65 who hold £250,000 or more in investable assets or pension savings and are actively considering their financial position.
Every response goes through a structured qualification process. We assess assets, intent, timing, and fit before a booking is made.
Then we book them into your diary.
Ten appointments. Exclusive to your firm. Nobody else receives that introduction.
You do not share them. You do not compete for them. They are yours from the moment they are booked.
The economics are not complicated.
According to the FCA's own survey of the advice market, the typical advised client holds £250,000 in assets and generates around £2,000 a year in advice fees. A client with £500,000 in assets, at a standard 1% ongoing charge, generates £5,000 a year. Every year. Without you doing anything beyond the work you already do.
FCA, Understanding the Financial Advice Market, 2025. fca.org.uk/data/understanding-financial-advice-market
Ten appointments. Convert two into clients.
That is £4,000 to £10,000 in recurring annual revenue. From a single batch. Before the second year begins.
And that is before the referrals begin.
A well-served client talks. Not immediately, and not to everyone. But within 12 to 24 months, a client who trusts you will introduce someone they know. A colleague approaching retirement. A sibling who has just received an inheritance. A friend who has been meaning to sort their pension for years.
This is not an accident. It is how financial advice has always grown. The difference is that Highwater gives you the clients that referral chain starts from.
The batch costs £5,000.
What we do not do.
We do not send you leads. A lead is a name and a number. Anyone can sell you a name and a number.
We do not send you enquiries. An enquiry is someone who clicked on something while they were vaguely curious.
We do not send you shared prospects. The person sitting across from you has not just come from a meeting with your competitor down the road.
What we send you is a real person, with real assets, who has been qualified, who knows what the meeting is about, and who has chosen a time in their diary to show up.
The compliance question
Every promotion we run is prepared in accordance with FCA financial promotion rules. We operate under Consumer Duty standards. We do not make claims we cannot support.
Your firm's name does not appear in our advertising at any stage. The campaign runs under the Highwater brand throughout.
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