What we do for financial advisers and IFA practices
Local SEO
Most searches for financial advice start with Google. "Financial adviser in [town]", "pension advice near me", "inheritance tax planning [area]". We carry out keyword research specific to the advice market, build and optimise service pages for your key areas of practice, and create content that earns rankings over time. This is the long-term foundation that does not switch off the moment you stop spending.
Google Ads
Some searches signal that someone is ready to act right now. Pre-retirement planning queries, inheritance windfalls, protection reviews following a life event. We build Google Ads campaigns targeting high-intent searches in your geographic area, with tightly managed budgets and negative keyword lists to cut spend on enquiries that will never convert. Every click goes to a page built to generate a call or form submission.
Google Business Profile management
Your GBP listing is often the first thing a local prospect sees. We fully optimise your profile, keep it updated with accurate service descriptions and posts, manage the Q&A section, and monitor it monthly. A well-maintained profile with strong reviews consistently outranks advisers who set theirs up once and forgot about it.
Review generation
Most advisers have happy long-term clients who have never left a review because nobody asked them in the right way. We put a simple system in place that makes it easy for satisfied clients to share their experience, building a consistent, growing body of social proof that works on your behalf before a prospect has even spoken to you.
Website development
A fast, professional site that clearly communicates your qualifications, areas of speciality, and the type of client you work best with. Built to convert visitors into enquiries, not just to look credible. Owned entirely by you.
Content and authority building
Blog content, guides, and location pages that position you as the knowledgeable local expert in your area of practice. Content that answers the questions your ideal clients are searching for, and brings them to your site at exactly the right moment.
How A Tree Surgeon Got 100+ Enquiries A Month
Take a look at a tree surgeon here who managed to get 100 enquiries last month with our ads and seo work which you can see below
Why digital marketing matters more for financial advisers than most sectors
The advice market has changed significantly over the past decade, and the way people find a financial adviser has changed with it.
The referral model that built most IFA practices is under pressure from several directions at once. Consolidators are acquiring smaller practices, reducing the pool of independent advisers who refer across to one another. Clients who were introduced by an accountant or solicitor ten years ago are no longer in their working years, and that particular pipeline has naturally wound down. The next generation of pre-retirees, inheritance recipients, and protection buyers grew up searching online for everything, and they will search online for this too.
At the same time, the comparison site model has created the expectation that advice is available instantly, for free, or for a fixed online fee. Unadvised investing platforms, robo-advisers, and bank-based services all compete for the same wallet. The advisers who succeed online are the ones who can clearly communicate the value of regulated, personalised advice against these alternatives, and who show up visibly and credibly when someone is actively searching for help.
Search behaviour in financial services is also highly specific and high-intent. Someone typing "pension drawdown advice near me" is not browsing. They have already decided they need help. The question is whether they find you or someone else. The advisers who have invested in local SEO and Google Ads in their area are capturing those searches consistently. Many who have not are still relying on a referral model that is delivering fewer introductions every year.
There is also a compliance dimension that does not apply to most other sectors. FCA rules around financial promotions mean that DIY marketing approaches can create regulatory risk. Content needs to be fair, clear, and not misleading. Risk warnings need to be present where required. The investment case for working with an agency that understands this is partly about outcomes and partly about not inadvertently creating a compliance headache.
For practices looking to grow, attract a specific type of client, or build a pipeline that does not depend entirely on who happens to refer someone this month, digital marketing done well is one of the most efficient uses of a marketing budget available.
Other Service Companies We Do Marketing For
Take a look at our other service companies and other Industries we provide Professional Digital Marketing service here
Frequently asked questions
Yes. We produce all copy and ad content with financial promotion compliance in mind, including appropriate risk warnings, fair and balanced language, and nothing that constitutes a misleading claim about investment performance or regulated services. We would always recommend that you review all final copy before it goes live, as the compliance responsibility ultimately rests with the authorised firm, but we know what the rules are and we draft accordingly.
That depends heavily on how we target campaigns and build content. If you work primarily with pre-retirees, business owners, or high-net-worth clients, we build the campaigns and pages around those audiences specifically. Broad marketing that attracts everyone rarely serves IFA practices well, and we do not approach it that way.
Directories and comparison sites put you alongside five to ten competitors and let the prospect make a decision based on very limited information. A well-optimised Google presence, a strong GBP with genuine reviews, and a website that communicates your expertise clearly means the prospect often finds you directly and decides to contact you before looking anywhere else. The quality of that enquiry is substantially higher.
We take care of the drafting and we understand what cannot be said in a financial promotion. You will always see ad copy and content before it goes live and can request changes. We would never publish something you have not approved.
Google Ads can generate enquiries within the first few weeks. Local SEO builds over three to six months before you see significant organic ranking movement. We typically recommend running both in parallel, using Google Ads for immediate visibility whilst SEO builds the long-term foundation.
An outdated website will limit what SEO and ads can achieve, because the pages people land on need to convert visits into enquiries. We can advise on whether your existing site is fit for purpose or whether a rebuild should be part of the plan. We offer website development as part of our service, not as a separate conversation.
Yes. Business owners at exit, succession planning, and key person protection are distinct audiences with distinct search behaviour. We can build campaigns and content specifically targeting these searches in your area.
We take on one client per specialism per location. If we are managing digital marketing for a financial adviser covering your town, we will not take on a competing adviser in the same area. We will confirm this before any work begins.
Monthly reporting focuses on where your enquiries came from, what the volume was, and what the cost per enquiry looks like on the paid side. We do not pad reports with metrics that do not affect your business. If you want to know what your website's bounce rate was last Tuesday, we can find that, but it will not be in your standard monthly summary.
We do not tie IFA practices into long-term contracts. We ask for an initial period of three months to allow campaigns to bed in and for SEO work to begin taking effect, which is a reasonable minimum for any meaningful results to emerge. After that, the arrangement continues month by month.
Financial advice has one of the highest client lifetime values of any professional service. A single well-matched client who comes to you for retirement planning could generate fees over many years and refer family members across. The maths on one or two good enquiries per month converting into long-term clients typically makes digital marketing very cost-effective even for a sole trader or small practice. We are happy to talk through what realistic numbers look like before you commit to anything.
We offer a free audit of your current digital presence, including your website, GBP profile, any existing Google Ads activity, and your current search visibility. That gives you an honest picture of where the gaps are before we discuss anything else.