Skip to main content

Hello. We are ADsorbed.

The Growth Partner for Financial Advisers

We book the meeting. You only pay when they sit. Qualified appointments with £200k+ AUM prospects booked straight into your calendar.

Per sat appointment · No retainer · No long contracts

Book your intro call

★★★★★ Trusted by 150+ UK advisers
ADsorbedAppointments
Booked this month24
Sat19

Wednesday, 18 June
09:30
10:30 Confirm
Appointment notes Qualified
Aviva£110,000
Legal & General£85,000
Standard Life£55,000
Total pension£250,000
✓
Appointment confirmedBooked into your calendar

How it works

More qualified meetings in your calendar, and you only pay for the ones that sit.

01

We source and qualify the right prospects

Prospects with £200k+ combined pension pots are sourced on your behalf. No shared lists, no cold lists.

02

We book and confirm the meeting

Qualified prospects are booked straight into your calendar, then confirmed and reminded to ensure they attend.

03

You only pay when they sit

You are charged per appointment, only when the meeting actually sits. If it does not sit, that appointment is not charged.

What you get

✓
Quality prospect sourcing

Prospects with £200k+ in their pensions are sourced and provided exclusively to your practice.

✓
Booked into your diary by our team

We call prospects within a few hours of them providing their details, qualify their assets, and book them into an appointment with you via your calendar.

✓
Predictable, scalable volume

After you sit your first batch of meetings, you tell us how much new AUM you want to add over the next 9 to 12 months and we reverse-engineer a plan to hit it, reviewed monthly. For 1 to 100+ advisers.

✓
Full account management

Daily reporting, a lead and appointment portal, monthly check-in calls, and direct contact with customer support.

THE APP

The ADsorbed App

Every appointment we book for your firm, live on your phone. See your numbers, read the notes before each meeting, and move every prospect from booked to onboarded client.

  • ✓Your KPIs at a glance: sits, sit rate, cost per sat, initial fees and ROI.
  • ✓Every appointment with the pension detail and call notes, so you walk in ready.
  • ✓A notification the moment a new meeting is booked.
  • ✓Your pipeline, from booked through to onboarded client.

One job: helping you build your book, profitably. Everything in the app points at that.

ADsorbed app pipeline
ADsorbed app dashboard KPIs

This is for you if

→

You want to add £10m+ in new AUM over the next 12 months.
→

You have capacity for 5+ qualified appointments per month with £200k+ AUM prospects.
→

You want predictable, qualified meetings without a retainer.

What UK advisers say

★★★★★
ThomasSenior Financial Planner

“I just had the meeting you guys booked yesterday, the prospect was worth £8.4m. £2m in cash and £1.1m in his GPP. He’s agreed to move to analysis stage. The system is working to find our most suitable clients.”

★★★★★
Freddie AnsahFounder, Shore Wealth

“I am very pleased with the calibre of prospects in the meetings. They engage, need advice, and recognise the value of our offering. With a 100% conversion from first to presentation, this is currently our most exciting marketing avenue.”

★★★★★
Jon PosenerCOO, Office Freedom

“We’ve worked with ADsorbed for over three years. They’ve helped us generate great leads and close large deals in both UK and global markets.”

★★★★★
Richard HullSenior Adviser, LeaRich Wealth Management

“I have only used this agency for a relatively short time but have been impressed by their professionalism, attention to detail and innovative approach to finding new business for Financial Services professionals.”

★★★★★
Najinder DevgunSenior Adviser, 20:20 Financial Planning

“Fantastic experience. Onboarding and results have been awesome.”

★★★★★
UK Wealth ManagerVerified client

“The quality of the meetings has been a step change for us. Prospects turn up, they have real assets, and they want advice.”

Built for UK financial advisers and wealth managers

More qualified client meetings, without a retainer.

Pay per sat appointmentNo retainerNo long contractsQualified to your criteria

Book your intro call

Questions, answered

How much does it cost?

It is a simple per-appointment fee, charged only when a meeting sits. Exact pricing is covered on your intro call.

What counts as a sat appointment?

A qualified prospect who attends the meeting we booked.

Is there a contract?

No long lock-in. Short and rolling.

What if they do not show?

You are not charged for a no-show. You only pay when an appointment sits.

Who We Are

Who we are

Sat appointments

48 this quarter

▲ 145% vs last quarter

+145%
AprMayJunJulAugSep

Show-up rate

78%

qualified sits

AD
New Appointment BookedClick here to view details
now

Grow your business

Grow your business

Book a Discovery Call

Schedule your FREE 15-Minute Discovery call with Tyler if:

  • You want to grow your AUM with qualified £180–300k+ prospects booked directly into your calendar every month
  • You want a predictable flow of qualified opportunities without relying on referrals, cold calling, or wasting budget on low-converting traffic
  • You’re looking for a marketing partner who prioritises ROI, speed, and full transparency across your entire customer acquisition journey
Close Menu