Veltro identifies individuals at the exact moment a financial life event — an inheritance, a business sale, an approaching retirement — has made professional advice urgent. We approach them, qualify them, and introduce them to you. One adviser. Never shared.
A 57-year-old with £400,000 in savings who has had no significant life event is not actively seeking advice. A 57-year-old who sold his business three months ago and has never managed liquidity of that size absolutely is.
Same demographic profile. Completely different situation. Veltro only finds the second person — at the moment their need is acute and their decision to seek advice has already been made.
Targets demographics. Sells the same enquiry to four or five advisers simultaneously. Generates volume without timing. You receive a contact who may or may not be ready, is almost certainly speaking to competitors, and has no particular reason to choose you over anyone else.
Identifies the specific moment someone's financial position has materially changed. Approaches them before they look elsewhere. Qualifies them against your criteria. Introduces them to you — and only you — with a full written brief so you walk into the first conversation already informed.
We work with a small number of IFA practices at any one time. Before taking on a new client we have a brief conversation to confirm the fit. There is no obligation attached to that conversation.
Most IFAs don't have a pipeline problem. They have a predictability problem. Referrals still work. The issue is you cannot forecast them, cannot scale them, and cannot build a growing practice on an input you don't control.
The following are the consistent frustrations we hear from independent advisers across the UK — the specific friction points that sit between where a practice is today and where it is capable of being.
A well-run practice generates consistent referrals — but consistent is not scalable. The adviser who wants to grow AUM by 20% this year cannot do it on referrals alone. Growth limited to your existing clients' social circles is not a growth strategy.
Lead aggregators sell the same enquiry to four or five advisers simultaneously. The prospect treats it as a price comparison. You compete on speed and fee — not on the quality of your advice. That is not the client relationship you built your practice for.
Professional events have genuine value. But they are relationship-building activities, not acquisition systems. You cannot put a precise number on them or build a growth plan around them. They are a supplement — not a strategy.
SEO and paid advertising generate volume — and enquiries from people who aren't ready, don't qualify, or are shopping around. The cost per genuinely qualified client from digital channels is consistently higher than it appears once non-converting time is accounted for.
20,250 IFAs retire by 2033. The advisers growing fastest are absorbing client books and building systematic acquisition channels simultaneously. The gap between those with a repeatable pipeline and those without compounds every quarter.
If you cannot predict where your next client is coming from, you cannot plan your practice. You cannot hire. You cannot invest confidently. You are running a professional services business on optimism — and the ceiling on that approach is low.
Standard lead generation targets demographics — age, income, postcode. Demographics don't indicate readiness. Life events do.
There is a specific window after a significant financial event when an individual is not only open to advice — they are actively looking for it. Veltro is built entirely around identifying that window and placing your name in front of the right person before they look elsewhere.
Before anything starts, we have a structured conversation about your practice. Who are your best existing clients? What life events preceded them coming to you? What asset threshold makes a client viable for your model? We build a precise profile of who you want to meet — and everything we do from this point is measured against it. You set the criteria. We do not deviate from them.
Using Companies House director activity, LinkedIn career transitions, public probate records, and business sale announcements, we identify individuals who have recently experienced a qualifying financial event. A business sale completed last month. A directorship ended after 20 years. A probate application filed recently. These are direct signals of material financial change — not demographic proxies.
We initiate contact with each identified individual. We confirm the life event. We assess their financial situation and openness to speaking with an adviser. We verify they meet your stated asset threshold. If any condition is not met, the introduction is not made. You receive nothing until every box is ticked — a half-qualified introduction has no value to either party.
Before you reach out, you receive a one-page brief on each individual. Who they are. What their life event was. What they are currently dealing with financially. What their approximate asset position is. Why they agreed to speak with an adviser. You walk into the first conversation fully informed — no cold starts, no awkward discovery, no wasted meetings.
After each introduction cycle we review quality with you. Which introductions progressed? Which didn't? Were there patterns? We refine targeting criteria based on your feedback. Month two is more precise than month one. The system builds an increasingly accurate picture of who converts for your specific practice — and the introductions improve over time.
IFAs understand this intuitively. The challenge has always been identifying those people before a competitor does — or before they make a poorly-informed decision with assets they've never managed before.
Veltro exists to solve that timing problem. Not through technology or data aggregation — but through a disciplined process that finds people at the exact moment their need is acute and introduces them to the right adviser before that window closes.
Two fees. One to set up your introduction pipeline correctly. One to run it every month. No performance fees, no per-introduction charges, no hidden costs.
Paid once. Covers everything required to build and validate your introduction pipeline before a single prospect is approached.
The retainer begins after your onboarding call. You are not billed automatically — we confirm the start date and arrangement with you directly before anything begins.
Start by paying the setup fee. We will contact you within 24 hours to schedule your practice profiling session.
Within your first 60 days you will receive a minimum of 8 qualified introductions — individuals who have been approached, confirmed their life event, verified their asset position, and agreed to speak with an adviser matching your profile. If we fall short, we continue into month three at no charge until the commitment is met.
We have moved away from volume-based guarantees deliberately. Eight introductions that genuinely convert are worth more than ten that do not. During your onboarding call we will agree on what success looks like for your practice specifically — and build our delivery target around that conversation.
Veltro is an introduction service, not a financial services firm. We do not provide financial advice and our activity does not constitute a financial promotion under FCA definitions. All prospect data is sourced exclusively from publicly available records — Companies House, LinkedIn, public probate records, and business sale announcements. We are happy to provide a full written methodology document to your compliance officer on request before any engagement begins. If you would like this document before making any commitment, contact us directly and we will send it within one business day.
LinkedIn, Companies House, probate records, and business sale data — used to find individuals at the exact moment a financial life event has made advice relevant. Every prospect matched to your criteria before contact.
We speak to every prospect before introducing them. Trigger event confirmed. Openness to advice verified. Asset threshold checked. You only hear from us when every condition is satisfied — no partial introductions.
A written report each month covering your complete pipeline: who was identified, their trigger event, asset profile, qualification status, and introduction outcome. Full visibility every month.
IFAs make considered decisions. These are the questions we are most frequently asked — answered fully and without marketing language.
We work with a small number of IFA practices at any one time. Before taking on a new client we have a brief conversation to confirm the fit — your practice profile, target geography, and what a successful introduction looks like for you. There is no obligation attached to that conversation.
If you have read the methodology, reviewed the pricing, and want to get started, you can pay the setup fee directly. We will contact you within 24 hours to schedule your practice profiling session.
Pay Setup Fee — £597✓ Message received — we will be in touch within one business day.
✕ Something went wrong. Please email noah@veltroleads.com directly.