Financial Services

Financial Services Telemarketing and Lead Generation

Lenders, brokers, fintech, and insurance teams rely on clear, compliant outreach that respects underwriting and risk. Our UK telemarketing and lead generation team speaks the language of financial services, qualifies to criteria you approve, and books meetings your people actually want. We combine sector aware call guides with clean, segmented data and transparent reporting, so every hour counts and every conversation has a next step.

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The reason

Why partner with us?

As an industry-leading telesales and lead generation agency for financial services, we help lenders, brokers, fintech and specialist providers reach senior decision makers across the UK. Our programmes are built for regulated environments, with approved language, call guides aligned to product and risk appetite, and qualifications that respect underwriting criteria.

You get consistent, professional outreach that turns compliant conversations into meetings your team values. Clean, segmented data, CRM-aligned logging, and clear reporting make progress easy to see and act on, so you can plan revenue with confidence.

Who we help in financial services

Commercial lenders, specialist finance providers, broker networks, fintech, and insurance-adjacent teams that need consultative appointments with the right seniority. We are UK-based and deliver nationwide campaigns.

How we help you

Our Industry Service

Appointment Setting for Lenders and Brokers

01.

We agree qualification with you upfront, including product fit, affordability indicators, and decision-maker seniority. Calls are designed to surface real need, confirm next steps, and book meetings that align with your underwriting or advisory process.

Compliant Outbound Telemarketing

02.

Your messaging is approved before launch, then followed precisely by trained callers. We keep conversations clear, record disclosures where required, and focus on useful outcomes that respect regulation and your brand.

Data Cleansing and Enrichment

03.

We repair, enrich, and segment prospect data by sector, firm size, region, and seniority so your targeting stays tight. Cleaner lists mean higher connect rates, fewer wasted dials, and more qualified first appointments.

Event and Roadshow Population

04.

From lender breakfasts to regional broker briefings, we invite, confirm, and remind the right attendees, then follow up to turn interest into first meetings. Attendance improves and your field team leaves with a fuller pipeline.

Lead Generation Packages

05.

Choose a structured plan that fits your sales cycle, reporting needs, and approval process. You get a predictable flow of compliant conversations, scheduled reviews, and clear visibility of meetings created and next actions.

Our Process

How we work with Financial Service teams

Here’s how we work with lenders, brokers, fintech and specialist providers to turn careful outreach into booked meetings. We agree language and qualification up front, then run steady, compliant calling supported by clean data and clear reporting. You stay in the loop, we keep improving, and your team gets conversations that move deals forward.

01.

Set the aim

We align on goals, ICP, decision maker seniority, and what a qualified opportunity looks like for your product and risk appetite.

02.

Ready the data

We cleanse and segment your lists by sector, region, firm size, and authority. Basic compliance checks keep targeting accuracy and outreach efficiency.

03.

Shape the message

We draft call guides and disclosures, agree on approved language, and prepare email or LinkedIn assists so every touch is clear, consistent, and on brand.

04.

Make the moves

Trained UK callers run steady outreach, qualify on need, budget, timing, and fit, then book meetings that respect underwriting or advisory criteria.

05.

Learn and lift

Activity is logged to your CRM with outcomes and next steps. Weekly insight highlights objections, triggers, and wins so we refine and scale with confidence.

Contact Us

Get in touch

Keen to learn how we can help your business? Get in touch with one of our options below, and a member of our team will guide you through our expert support and services.

hello@newtonfoxbds.com

01204 352380

Newton Fox Ltd, St Georges Square, Bolton, Gtr Manchester, BL1 2HB

Our Numbers

We build sales pipelines & arrange high converting appointments with prospects in your target market

Client Retention

avg. Client ROI

Successful Campaigns

avg. Client Conversion Rate

Most clients want to ‘test the water’ with us, so we set up a trial scheme to prove concept and ROI. From this pilot 87% of clients in the last 12 months retained our services based on the results gained.

Clients who use our services see exceptional ROI. Because we follow each lead through to outcome, we know that more than half turn into business.

Testimonials

What People Say

We're always completely humbled to read the kind words of many of our partners. We're delighted to provide businesses with the relevant skills and services they deserve, and seek to produce long-lasting relationships with our clients, rather than cold, one-off dealings.

We have had a steady stream of appointments from Newton Fox with the right people, several of which have already turned into good business. Lauren took the time to properly understand our business model and worked closely with us throughout. The call recordings provided valuable insight and we were comprehensively informed of all appointments made. I would highly recommend Newton Fox to any company wishing to grow.

John Gill

Sovereign Air Movement Limited

I have been a client of Newton Fox for almost eighteen months during which time you and your team have delivered a first-rate service. I have won a significant amount of business thanks to the many high-quality appointments you have made on my behalf and I consider you a true asset to my business. I would have no hesitation in recommending Newton Fox to any business genuinely interested in acquiring new, quality clients.

Chris Kay

Managing Director - First Impressions Contract Cleaning

We’ve worked with Chris and his team for nearly 12 months and from the very first meeting he has been 100% professional and transparent. We’ve been particularly impressed with the proactive updates and continued effort to assist with our business development. I would recommend Chris and his team to any business looking to outsource outbound sales work.

Andy Hurst

Director - Beaconplus Limited

After careful consideration we chose Newton Fox as we felt you were the best fit for our operation. Our instincts have proved correct and we are very pleased with progress to date. The appointments set are exactly as prescribed and we’ve already won several new clients with a healthy pipeline to follow. We particularly appreciate the real-time reporting and complete transparency at every step of the process.

David Hind

Marketing Manager - The Acme Facilities Group Ltd

The sheer volume of appointments generated by your team has taken us by surprise and we are busy trying to recruit additional staff to cope with the workload. It’s not just the volume but also the quality of appointments that have impressed from the very start. The whole service from you is professional and highly competent. You are literally a victim of your own success, and any potential client would only need to know that we are stopping because we can’t keep up.

Tony McKenna

Director - Point Group Holdings Limited (Pension Point)

Like most of us, a lot of spam goes into my junk folder daily. Usually, I don’t have time to even glance through it, I simply delete all. But something caught my eye in the email from Chris Newton at the beginning of the year about opening the door and I was intrigued. Our business has never looked back. The relief of having a professional, friendly team to take the burden of calling potential clients and following through is immeasurable.

Penny Elliott

Healthoutfit Ltd

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clients

past clients

We’ve partnered with organisations of every size across the UK, from fast-growing start-ups to established national brands. Below is just a small selection of past clients who chose Newton Fox for their telemarketing and business development support.