Compliant Social Media Marketing for Financial Planners: A Comprehensive Guide

Introduction: The Digital Transformation of Financial Services Marketing

Financial planners across the UK face an unprecedented opportunity in the digital age. With mobile searches related to financial planning and management having grown 70% over the past two years and 90% of loan and mortgage consumers starting with online searches, social media has become essential for reaching prospective clients. However, this digital landscape demands strict adherence to Financial Conduct Authority (FCA) regulations whilst implementing effective features of financial services marketing.