When it comes to promoting wealth management services, few audiences are more valuable than affluent over 50s. This group is financially stable, approaching or in retirement, and increasingly open to expert guidance when it comes to preserving, growing, and passing on their wealth.
At Selectabase, we’ve spent over 30 years helping financial advisers and wealth management firms generate high-quality leads through targeted direct mail. Whether you’re hosting a seminar for up to 100 guests or inviting a select group of individuals to a one-to-one consultation, our services are built to deliver the precision, reach, and results you need.
Why Affluent Over 50s Are the Ideal Audience for Wealth Managers
The over-50s age group in the UK holds a significant portion of the nation’s wealth. They’re often at a key decision-making stage of their life – looking at pensions, retirement planning, inheritance tax strategies, investment portfolios, and care planning.
But reaching this audience in a compliant, effective, and measurable way is easier said than done.
That’s where Selectabase comes in.
Trusted by Financial Advisers Across the UK
From local independent advisers to nationally recognised firms such as St. James’s Place, our services support a wide variety of financial professionals who need a steady flow of relevant leads. Whether your focus is:
- Retirement planning
- Investment advice
- Inheritance tax solutions
- Wealth protection and estate planning
- Or growing your client base within a specific region
We help generate leads for financial advisers and high-quality financial advice leads by ensuring your campaigns reach the right people – in the right location – at the right time.
Case Study: Swann Financial Management
A perfect example of how our service supports financial planning professionals is our ongoing partnership with Swann Financial Management. They regularly run wealth management seminars targeting affluent individuals nearing retirement.
In their own words:
“We’ve been working with Selectabase since 2018 and their services have been a vital part of the success we have with our seminars. Their expertise shines through in the quality and accuracy of the data and service they provide, helping us connect with the right audience every time. The team is highly responsive and flexible, always ready to tailor their service to our specific needs. A special thank you to James for his outstanding customer care over the years — his professionalism and prompt support make the whole process effortless. We also want to thank Adam for his continued speedy communications and support with queries. We look forward to continuing our collaboration with Selectabase into the future!”
Seminar Campaigns and 1-2-1 Consultations
While some clients run larger seminar campaigns, many others prefer smaller, more targeted direct mailings to affluent segments within specific postcode areas near their office.
These campaigns are ideal for promoting free consultations, financial health checks, or tailored services for clients with investable assets over a certain threshold.
Our wealth management lead generation service is fully bespoke, meaning you can refine your audience by:
- Age
- Household income and affluence bracket
- Property value
- Home ownership status
- Postcode and radius targeting
This allows you to market more intelligently and connect with those most likely to need your services – all in a GDPR-compliant and data-driven way.
Why Direct Mail Still Works for Financial Advisers
In a crowded digital landscape, direct mail still cuts through. A professionally designed letter or invitation sent to a high-net-worth individual’s home is far more likely to be opened, read, and retained than yet another email or ad.
Our one-stop solution for wealth management firms includes:
- Data sourcing and segmentation
- Direct mail campaign setup
- Print and postage
- Fully managed fulfilment
- Ongoing campaign reporting and support
You get everything under one roof – with the added benefit of our decades of experience and proven track record with other financial firms.
Ready to Generate More Leads for Your Wealth Management Firm?
If you’re looking for a reliable partner to help generate leads for financial advisers, high-net-worth direct mail leads, or support for your wealth management marketing, Selectabase is here to help.
We’ve been helping financial professionals connect with valuable clients since the 1995 – and our long-standing client relationships speak for themselves.
Whether you’re planning your next seminar or looking to build your private client base locally, get in touch with our expert team today.
📧 Email: [email protected] 📞 Call: 01304 383838 💬 Or book a free no-obligation call with James Flashman via the below link:
