Financial services marketing
Veritas Digital is a financial services digital marketing agency for UK, Irish and European firms that need paid media and SEO to bring in revenue, not just clicks. We manage Paid Search/PPC, Paid Social (Meta/TikTok), SEO and AI search (GEO) and programmatic display where it fits, for wealth management platforms, mortgage brokers, insurers, pension providers and tax specialists. We also work with larger accountancy firms.
Monthly finance spend managed
accounts from £10K to £80K a month
In insolvency and business recovery
before moving into paid media
Trained accountant
Founder trained at a top 25 UK accountancy firm
FCA aware
Financial promotions rules built in
Platform verification
Google, Meta and TikTok set up for you
Lead quality
Measured on clients, not form fills
Finance experience
Our founder trained as an accountant at a top 25 UK accountancy firm, studied AAT and ACCA, and spent four years in insolvency and business recovery before moving into paid media. So, we read a P&L like a trained finance professional, not just a reporting dashboard with lots of numbers. We understand fees, margins, client lifetime value and cash flow inside a finance or accounting firm.
Insolvency teaches one rule above all: a business must be cash flow positive. We hold your advertising to the same rule, where every pound must earn its place, and if a campaign is not paying back, we tell you in the first instant.
Track record
Over 12 years, our founder has managed or audited finance accounts spending from £10K to £80K a month, including:
Banking and financial services
Mortgages and specialist lending
Online payments
Financial data, compliance and risk
Management accountancy qualifications
Personal finance app
We also work with larger and multi-office accountancy firms and tax specialists. The January self-assessment deadline brings a sharp rise in searches, so we build campaigns in the autumn, and scale spend as demand peaks. Good lead qualification means partners spend their time on enquiries that fit their fees and services and can avoid chasing up on low value leads or customers who can’t afford their services.
Compliance
UK financial promotions must be fair, clear and not misleading under FCA rules, and Consumer Duty asks firms to show good outcomes for customers. We write every ad, landing page and lead form with this in mind and work with your compliance team, so sign-off is quick and thorough. We handle these set-ups, so your campaigns are not paused in their first week.
We never guarantee results
No honest agency/consultancy can promise a cost per lead before seeing your data. What we do promise is senior attention, honest reporting and full ownership of your own accounts. You can see more of our work on our clients page.
Google asks financial services advertisers in the UK to complete its verification, using FCA authorisation or a valid exemption.
Meta asks for FCA authorisation before finance ads can run to UK audiences.
TikTok treats financial services as a restricted category that needs approval first.
We unfortunately don’t work with crypto or trading platforms, as ad platforms consider crypto or trading platforms as high risk, which can lead to complications when trying to run advertising.
Lead quality
Finance clicks are some of the most expensive in paid search, so a cheap lead that never converts is the costliest lead you can buy. Many lead gen agencies chase form fills, and most have never worked inside a finance or accounting firm, so they never see what happens after the enquiry. Lead qualification sits at the centre of how we work:
01
Forms and landing pages that ask the right questions, such as amount to invest, loan size or business turnover
02
Offline conversion tracking, so Google and Meta learn from funded accounts, approved mortgages and signed clients, not just form fills or qualified leads
03
Value based bidding where possible, so budget flows to the leads worth the most
04
Full tracking across calls, forms and booking tools
What you see in your reporting
Cost per qualified lead
Cost per funded account or signed client
Return on spend by product and service
You own your accounts and data from day one
Results from finance brands
lower search cost per acquisition
Conversions grew by around half, and Meta launched in three markets at a similar cost to Google.
Proof
For one personal finance app, he rebuilt an account that had been left on automation and was losing ground. Over two years, conversions grew by around half, search cost per acquisition fell by more than half, and Meta launched in three markets at a similar cost to Google.
Years of experience
Markets led and audited
Media spend managed
Media activity audited
Brand protection
Comparison sites, also called super affiliates, often bid on your brand name and then take a fee for customers who were already looking for you. We check where this happens, protect your brand terms and move that budget into finding new customers.
12+ years in paid media, with over £30M managed and £500M+ audited across 35+ markets.
AI tools speed up analysis and reporting, with a senior person checking every decision.
No hidden fees, no inflated metrics and 30-day rolling contracts.
What we manage
Decisions in finance take time. A pension transfer or a mortgage can take weeks or months, and a good client can stay for years. We plan and report around that full customer life cycle, not just the first click.
Google Ads and Microsoft Ads built around qualified leads, high-value products and cost per acquired client.
Meta and TikTok campaigns that build trust over a long decision time, within FCA and platform rules.
Get found when people search on Google and ask AI assistants about mortgages, pensions, investments and accountants.
Enterprise-grade programmatic through DV360 to build awareness and retarget prospects across the web.
How we work?
Whether you need strategic guidance, full campaign management, or help building your own in-house capability, we have a model that fits and we regularly update our packages based on feedback.
Expert consultancy and strategic direction for businesses that want senior level guidance without handing over the reins.
From £1,000/mo
We run your campaigns end-to-end and provide full strategic oversight. You focus on your business, and we focus on growing it sustainably.
From £1,500/mo
We help you hire, train, and structure your own performance marketing team and then hand over the reins with confidence.
Project-based pricing
No fixed long-term contracts. Rolling 30 days. You stay with us because it is working, not because you are locked in.
FAQ
Straight answers to the questions finance firms ask us most. Anything else, just ask - you will speak to a senior specialist.
It plans and runs paid search, paid social and SEO for finance firms, within FCA rules. The aim is qualified clients, such as funded accounts or signed mortgages, rather than a long list of low value leads.
Yes, we’ve worked with regulated firms before, supporting compliance teams, handling Google, Meta and TikTok verification, and writing ads and landing pages that fit the financial promotion rules. We unfortunately don’t work with crypto or trading platforms.
Yes, for authorised firms and products both TikTok and Meta allow for advertising. Paid social builds trust over a long decision time, then search captures people when they are ready.
Qualifying questions on forms, real outcomes like funded accounts fed back into Google and Meta, and value-based bidding where possible, so budget moves to the leads that become clients.
Yes, we’re able to work with accountancy firms, mainly larger and multi-office firms and tax specialists. We plan around the January deadline and pair paid search with SEO and GEO, so firms show up when people search Google or ask AI tools for an accountant. If you’re a smaller SME accountant firm, please do still get in touch to see if we can help.
Let's talk
Whether you run a wealth platform, a mortgage brokerage or a growing accountancy firm, we would like to hear what you are working towards. No hard sell. No long contracts. Just a straight conversation with a senior specialist who has a finance and accounting background.
