A team of marketing professionals

Working exclusively with financial advice firms.

A brief history...

2014 - 2016

As a contractor our founder Alex would work onsite with clients as a freelance digital marketing manager for retirement planning business, a sub prime car finance business and a mortgage broker.

2017

The LTD company was formed, and we hired our first two employees and rented desks within the a co-working business centre in Peterborough.

 

2018

Our first office!

With a view out onto Peterborough United’s football pitch.

We start to become known as specialists in financial services and launch the Advisers assemble Facebook Group.

2019

As we outgrew our cupboard office we moved to the Brightfield Business Hub.

At the start of the year we launched the “Lead Generation For Financial Services Podcast” (Now Called Advisers Assemble).

In September 2019 we hosted our first Financial Services Marketing Conference, which was a huge hit with advisers.

We planned the next one for March 2020, which wasn’t the best year for events!

2020

We didn’t get out much!

In the year of the webinars & DIY haircuts we were fortunate enough to help lots of mortgage & wealth networks with some lead generation & marketing training.

The team grew in size as we took on more clients and we embraced working from home.

2021

We can now actually meet as a team in person!

We’ve found remote working incredibly efficient but we are keen to meet up and work together regularly without being stuck in the office 24/7. 

A team of marketing professionals

Alex Curtis

Founder

Responsible for Client lead generation strategy.

When you’ll speak to Alex:
Normally on a suitably call to see whether we are the right fit for each other and on most of the performance catch up meetings.

Background: Building websites since 2004, spent over £20m in digital advertising budget in mortgages, car finance, pensions in 17+ years of financial services marketing.

Memorable career moments: Filming David Dickinson at his house to reveal that he is the face of an online pawnbroker…. very surreal and strange in equal measure.

Andraya

Director

Tom

Associate Director

Responsible for: Client performance.

When you’ll speak to Tom: Tom holds monthly performance meetings once the new website is live discussing the relevant stats, lead volume and lead quality.

Background: Former marketing manager for a sub prime Mortgage and Car Finance business.

Amy

Marketing Account Manager

Responsible for: Making sure you’re wearing your best website wardrobe!

When you’ll speak to Amy: From the moment you join us to the point your website goes live… and beyond. I will work with you to understand your business, it’s personality and the target audience you are looking to attract before going behind the scenes to work on a brand look and feel that carries the wow factor. Once you’re happy with how you’re going to look, I will work on creating website designs before managing the build of your new website all the way through to launch.

Background: A fully-qualified marketing communications professional with ten years experience in high profile, customer focussed marketing communications and brand development. With a background in financial services, Amy has a keen interest in all elements of branding, design and customer communications.

Amy is a self-confessed organised, conscientious and ambitious individual, who enjoys a challenge… and we’re not short of those!

Memorable Career Moment: Being fresh from university, in a proper job and as proud as punch to get my first direct mail out of the door to hundreds of members only to realise that there was a wrong digit in the phone number and a local farmer was consequently inundated with calls… for days!! Needless to say my attention to detail is now second to none!

When you’ll speak to Natasha: When you join us at The Lead Engine I will talk through the content plan for your website, understand your strengths and more about your personality.

I will then get creative with the content you need to launch your site and then each month send you more SEO rich content.

Background: I began my professional career at Barclaycard and moved agency side where I travelled Europe for my biggest client Coca-Cola. When I left the agency I moved into Fashion retail, specifically for designer outlet shopping at McArthurGlen.

Memorable Career Moments: Accepting an award for creative innovator underneath a dinosaur at the Natural History Museum or holding a cat walk show at the White Cliffs of Dover in high winds… both surreal and great at the same time.

Natasha

Marketing Account Manager

Responsible for: SEO content planning & delivery

Amy

Marketing Account Manager
Responsible for: Making sure you’re wearing your best website wardrobe! When you’ll speak to Amy: From the moment you join us to the point your website goes live… and beyond. I will work with you to understand your business, it’s personality and the target audience you are looking to attract before going behind the scenes to work on a brand look and feel that carries the wow factor. Once you’re happy with how you’re going to look, I will work on creating website designs before managing the build of your new website all the way through to launch. Background: A fully-qualified marketing communications professional with ten years experience in high profile, customer focussed marketing communications and brand development. With a background in financial services, Amy has a keen interest in all elements of branding, design and customer communications. Amy is a self-confessed organised, conscientious and ambitious individual, who enjoys a challenge… and we’re not short of those! Memorable Career Moment: Being fresh from university, in a proper job and as proud as punch to get my first direct mail out of the door to hundreds of members only to realise that there was a wrong digit in the phone number and a local farmer was consequently inundated with calls… for days!! Needless to say my attention to detail is now second to none!

Natasha

Marketing Account Manager

Responsible for: SEO content planning & delivery

When you’ll speak to Natasha: When you join us at The Lead Engine I will talk through the content plan for your website, understand your strengths and more about your personality.

I will then get creative with the content you need to launch your site and then each month send you more SEO rich content.

Background: I began my professional career at Barclaycard and moved agency side where I travelled Europe for my biggest client Coca-Cola. When I left the agency I moved into Fashion retail, specifically for designer outlet shopping at McArthurGlen.

Memorable Career Moments: Accepting an award for creative innovator underneath a dinosaur at the Natural History Museum or holding a cat walk show at the White Cliffs of Dover in high winds… both surreal and great at the same time.

Tessa

Podcast Executive

Responsible for: Client Podcast Interviews

When you’ll speak to Tessa: During your onboarding call, we will run through how the podcast works and the types of topics you will cover. During your site build/after your start date, we will organise your very first podcast recording and continue to speak thereafter.

Background: Tessa found her voice as a co-host on Siren Radio at the University of Lincoln, during her journalism studies in 2015. She went on to host her own radio show and podcast, which led her to The Lead Engine and she hasn’t stopped talking since!

Memorable career moment(s): Dressing up in the official Pudsey Bear Costume for a Children in Need event, during a BBC Radio 2 work experience placement was a real ‘pinch me’ moment.

Helen

Marketing Account Manager

Responsible for: SEO content planning & delivery

When you’ll speak to Helen:Once your online marketing strategy has been developed, I will work with you to plan, develop and deliver the content plan, creating SEO-rich content for your website and social channels. We’ll work together from sitemap to launch and beyond, to develop user-friendly, optimised content to launch, boost and grow your brand.

Background: I started my career in publishing, managing the marketing and promotions for Loaded magazine. My career took a more sensible turn when I joined the Department for Business, Innovation and Skills, where I managed the National Careers Service’s marketing, PR, communications and events.

Memorable Career Moments: The launch of the National Careers Service and feeling part of something that really will help educate and train so many people. The moments that were the most fun though were at Loaded, and my time there was not only filled with celebrity parties and high-profile awards ceremonies but also crazy challenges too – the best being when we staged our own Cannonball Run and drove old Ford Capri’s from Westminster to Monte Carlo, watching the Grand Prix from a yacht when we finally arrived after multiple break-downs in the middle of France!

The Lead Engine is the go-to partner for financial advice firms

We know that you can attract the best advisers (and keep them) if you can supply them with quality leads.

They’ll be efficient, motivated and generating more revenue if they spend less time leaving voicemails and more time speaking to people who value their advice.

The areas we can help you in are..

How We Help

Getting Free Website Traffic From Google

There’s nothing more profitable than prospects finding your website when they’re looking for financial advice.

Faster Leads With Pay Per Click Advertising

Sometimes you’ll need to accelerate your lead flow by turning things up and sometimes you’ll need to slow it down. Although you’re paying for the traffic you can target the right people at the right time.

Websites

Getting the right people to your website is the easy bit, convincing them that you are the people to call will determine the volume and quality of your leads.