📣 How to Launch a New Product to IFAs — Without Wasting a Penny on the Wrong Audience
The UK’s Independent Financial Advisers (IFAs) are moving fast.
Just this week, Fidelity International announced a new blended retirement solution built for flexible investing — a clear sign that innovation in wealth and retirement planning is heating up. And our friends at Advisory AI just dropped a white paper ("From Paperwork to People Work") showing that advisory firms can double client capacity and triple valuation through AI, all without hiring another soul.
These are real shifts. And whether you’re a fintech, platform, asset manager, or regtech — IFAs want to hear about your product.
The question is: how do you get your message in front of them?
🧠 Introducing TOVO: The Smart Way to Reach IFAs
TOVO is the UK’s only FCA lead platform designed to help sales and marketing teams reach their exact audience — without wasting time (or budget).
We’ve manually verified, with industry experts:
1,354 IFA businesses
16 IFA networks
32,613 companies with permissions to offer advice (that’s firms with "not hold and not control" client money permissions)
Even better, we’ve identified:
18,723 FCA-regulated individuals at IFA businesses
7,058 FCA-regulated individuals at IFA networks
126,628 individuals across advice-permissioned firms
These aren’t just names scraped off LinkedIn — they’re regulated professionals legally required to update their details with the FCA within 10 days of a role change. And we refresh that data weekly.
🎯 Why TOVO Beats Traditional Targeting
Most IFA campaigns start with guesswork — who’s still in role? Are they independent or networked? Do they actually have permissions to advise clients?
With TOVO, you can:
✅ Segment by advice permissions
✅ Target individuals at verified IFA firms & networks
✅ Download emails, phone numbers, and addresses
✅ Export to CRM or plug straight into your outreach with our API
Want to run a campaign to all CEOs at IFA networks offering a new pension solution?
Done.
Need to launch a new solution to client-facing IFAs at high-growth advisory firms?
No problem.
🚀 Launch Like Fidelity — But Faster
The truth is, your product launch is only as strong as your contact list.
TOVO gives you the most up-to-date, regulated dataset on the market — and helps your team stop wasting time chasing stale leads. Whether you're bringing a new fund, platform feature, tech product or CPD tool to market, we help you put it in the inboxes that matter.
🎁 Starter plans are £150/month (billed annually) — limited time only.
Try it now or book a demo to see how it works: app.tovodata.co.uk
💡 Pro Tip: Want to know how many IFAs fall under your ideal client profile? We can show you in 2 clicks. Just ask.
