FAQs

Marketing can help a financial professional by building trust, visibility, and credibility with potential clients. Through strategic use of branding, content, social media, and client referrals, marketing allows financial professionals to clearly communicate their expertise, values, and services. This not only attracts new clients but also nurtures existing relationships, helping to retain business and encourage referrals. In a competitive industry where personal relationships and reputation are key, effective marketing differentiates a financial professional from others and positions them as a reliable, knowledgeable authority.

Social media is a valuable tool for financial advisers looking to connect with clients and prospects. Platforms like Linkedin, Facebook, and even TikTok offer opportunities to showcase your expertise, build trust, and reach people where they're already spending their time.

If you're not active on social media, you could be missing out on valuable visibility and falling behind competitors who are.

In a profession built on trust and relationships, social media can be a powerful way to stay front of mind and show your value. Social media marketing (SMM) can benefit your financial advice business by:

• Building trust and adds a personal, human touch to your brand
• Driving traffic to your website or landing pages
• Generating high-quality leads and potential clients
• Boosting your brand awareness in your local area or niche
• Strengthening relationships with existing clients through regular engagement

We specialise in working with financial planners, wealth managers, and FCA-regulated financial firms in the UK. With 15+ years of financial marketing, our team has extensive knowledge of compliance requirements and understands the nuances of marketing within financial services.

We stand out because of our specialist knowledge of the financial advisory sector and our commitment to clear, jargon-free communication. We understand the nuances and challenges unique to promoting financial services. As a small team of three, we are nimble and responsive, and our hands-on approach means you will receive the very best in customer service at every stage of our partnership.

For financial advisers, LinkedIn is essential due to its professional audience, allowing you to showcase expertise, network with potential clients, and position yourself as a thought leader. Facebook can complement this by reaching a broader demographic and engaging local communities. Instagram and Twitter can also play a role depending on your desired audience, but LinkedIn and Facebook typically deliver the strongest returns for financial planners.

We begin by thoroughly understanding your business, brand values and ideal client demographics. We then craft a customised social media strategy, choosing relevant topics and appropriate content formats such as videos, educational articles, client testimonials, and professional graphics.

We handle all aspects of content creation, including copywriting, graphics, and video content, tailored specifically for your brand. However, your input is needed each month for personal postings that are unique to you; for example, client testimonials, involvement with sponsorship, a photo-opportunity, etc.

Budgets can vary significantly and so we provide three Marketing Plans and three Social Media Plans all with different prices.

Yes. Social media advertising allows financial advisers to connect directly with potential clients who are already interested in your services or closely match your ideal client profile. It enables you to deliver targeted, tailored messages that build trust, demonstrate your expertise, and nurture meaningful relationships.

Social media advertising is ideal for any financial adviser looking to attract more clients, build their professional brand, and enhance their online presence. In 2023, around 91% of the UK population actively used social media—a figure that continues to grow. This highlights why having a digital presence isn't just beneficial; it's essential for advisers aiming to stay relevant and competitive.

With the financial advice market increasingly crowded, social media helps you build trust, credibility, and genuine connections. Establish yourself as the trusted expert online, and you'll unlock powerful opportunities for business growth.

We measure success through metrics like increased client enquiries, web traffic, follower growth, brand reach, and engagement rates. Typically, noticeable improvements in online engagement and enquiries begin to appear after the first 4–5 months. More significant, sustained results, such as client acquisition and consistent lead generation, are typically achieved after 6 months of focused activity.

You'll have a dedicated account manager who will serve as your main point of contact. They'll fully understand your business, ensuring continuity and tailored support. They're available for regular calls, emails, and virtual meetings as frequently as you prefer, typically providing responses within 24 hours on weekdays to ensure ongoing, effective communication.

Choose the Plan that's right for you and we'll send you a contract that details our commitment and actions to boosting your social media marketing.

We'll send you an invoice for all our monthly and annual Plans that you can pay by BACS.