Digital Marketing For Loans, Investment & Financial Services
Are you looking for a digital marketing agency that specialises in financial services businesses?
JDR Group work with financial advisors, business loans companies, asset finance providers, and investment companies including property and other asset classes.

Get More Qualified Leads With A Proven Marketing System
We have found most loans and finance companies face the same common marketing frustrations:
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Needing a high volume of quality leads to hit sales targets
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Wanting to scale quickly - but lacking the right systems to do so
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Difficulty reaching and building trust with high-net-worth individuals or business clients
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Not knowing which marketing channels deliver ROI, or how to track results effectively
To maximise your sales, having a website or running ads isn’t enough on its own. You need a proven marketing system that delivers a steady flow of qualified enquiries, builds credibility and trust, and gives you measurable ROI – all done for you by an experienced team. That’s exactly what we deliver.
5 Ways We Help Loans, Finance & Investment Businesses
Over the years, we’ve worked with a wide range of financial services companies, including business loans providers, business finance companies, financial advisors and investment companies including property investors. Here’s how we can help:
Scale up your lead generation
We use targeted campaigns, SEO, and paid advertising to consistently deliver the volume of enquiries you need to scale.
Build trust and credibility
We showcase your expertise with professional branding, websites, content, reviews, and case studies that give prospects confidence in choosing you.
Attract new, high-value clients
Whether you’re looking to reach high-net-worth individuals or business decision-makers, we create precision campaigns that get your message in front of the right people.
Measurable results and return on investment
We track and report on every lead source so you can see exactly what’s working and know your marketing budget is being invested wisely.
Everything 'done for you'
From strategy through to execution, our full team manages your marketing for you – so you can focus on closing deals and growing your business.
Our Digital Marketing Services
Know exactly what you're looking for? Then choose from the one of services below. If not, we offer a free initial consultation - we will review your website & marketing and make recommendations for you. We also have a guide to digital marketing costs & pricing if you want to get an idea of budget first.
Inbound Marketing
Inbound marketing is a method of attracting clients and prospects to you rather than chasing after them or trying to interrupt them with cold calls, ads or cold emails.
Content Marketing
Build an audience, grow your traffic and get people to love your business with content marketing. Our team will plan, create, publish, optimise and promote regular content for you.
Email Marketing
B2B Email marketing is a direct and cost effective way to keep in touch with existing customers. With purchased mailing lists you can also generate targeted new leads.
Website Design
Website design & development - with a difference. Don't just get a new website, get a whole new online marketing strategy for your business.
SEO
Get found in the search engines with our professional SEO services. Whether your business operates locally, nationally or internationally we can help you get to page one.
Social Media
Build brand awareness & engagement with our social media management services. We can help you reach, inform & entertain with your social media marketing.
Paid Social Ads
We craft targeted, data-driven social media campaigns that drive real results and maximize ROI. Our expertise ensures your brand reaches the right audience at the right time.
PPC
Pay-Per-Click Advertising including Google Ads - set up & fully managed for your business by a certified Google Partner agency. Drive new leads & sales fast.
Strategy
Work one-on-one with a sales and marketing strategy consultant. Get a defined digital marketing strategy to achieve your goals & attract your ideal customers.
Conversion Rate Optimisation
Improve your website performance with conversion rate optimisation services. Increase your marketing return on investment and boost your bottom line.
Display Advertising
Targeted advertising on the Google Display Network including YouTube video advertising, remarketing and banner advertising. Get reach and brand awareness on a budget.
Marketing Automation
Put your marketing on autopilot & create an automated pipeline of enquiries for your business. Marketing automation strategy, technical set up and implementation services.
Case Studies
How This Accountant Grew Their Revenue £1m & Got A 5x Increase In Leads
JDR Group Average Results Reviewed - Before/After Comparison & 3 Year Progress
At JDR, we try to paint a realistic picture and also to avoid making specific forecasts - but we can share examples of other clients' results. We do this through our marketing case studies, but in this article we can share the average results that our customers get - and even track these results over a three year period...
How This Company Moved To HubSpot Professional For Their Sales, Marketing & Customer Service
HubSpot is an all-in-one sales, marketing and customer service platform which allows you to manage, automate and report on all of your revenue-generating activity in one single place. It's easy to use, and the 'Professional' level of HubSpot has great flexibility and automation for a growing business...
Book A Call
Book an initial 30-minute online chat with Andy to find out:
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How we can help you achieve your goals
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How you can improve your sales and marketing
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And get useful, actionable tips & advice
JDR has provided us with valuable HubSpot training, helping us utilise the platform more effectively. Their structured campaign approach ensures we have clear guidelines to follow, and we have worked collaboratively on content creation, SEO improvements, and setting up Google and LinkedIn adverts.
We’re already seeing positive results, with increased website visitors and improved SEO rankings. We’re excited to see this momentum continue and look forward to our ongoing partnership with the JDR team.”
Attract, Win, Keep & Grow Customers
With a complete sales & marketing system

Do You Want More Customers For Your Business?
This free guide gives you a complete digital marketing and sales system that is predictable, measurable and ultimately, profitable.
You will discover how to:
- Attract your ideal customers to your website
- Generate high numbers of qualified leads & enquiries
- Automate your sales and follow up process to convert more leads into new customers
Simply confirm your details and get instant access to your free copy!
Why Choose JDR As Your Digital Marketing Agency?
Work with the UK's leading inbound agency for financial services businesses - and one of the top HubSpot partners in the world
With JDR Group as your inbound marketing agency, you'll get the support of an entire marketing team, following proven systems, and access to the modern technology and tools your business needs to achieve your goals. You'll also get:
A tailored programme for the unique needs of your business
Expertise and experience (read our case studies, and read our reviews to see for yourself)
A team who are as passionate about growing your business as you are
We know that you don't just want an Inbound Marketing Agency. You want more leads, more sales - and that means a better strategy, website conversion, multiple marketing channels, a proper system to convert leads into sales, automated follow up systems, and a way of tracking and measuring it all.
As a business coaching company originally, we know how to grow companies - and can help you grow yours.



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