Digital Marketing Solutions for Financial Advisers

Get found. Get trusted. Get recommended. 

The way people find financial advice is changing.

Google is no longer the only place prospective clients search. 

Increasingly, people are asking ChatGPT, Gemini, Copilot and other AI platforms questions such as:

“Who is the best financial adviser near me?”
“Who can help me with inheritance tax planning?”
“Which mortgage broker should I speak to?”.

Find out more

Will your future clients find you?

SM Advice is a specialist digital marketing agency for financial advisers, mortgage brokers and wealth management firms.

We help advice businesses improve their visibility across Google, traditional search and AI-powered search through a combination of:

AI Visibility & GEO
SEO
Website optimisation
Authority-building content
Social media
Digital reputation and trust signals


Because being good at what you do is no longer enough.

The right people need to be able to find you, understand you and trust you.

Check your AI Visibility

Search is changing

Your next client might not Google you.

For years, businesses have focused on appearing on page one of Google.

That still matters.


But the search landscape is changing quickly.

Prospective clients can now ask an AI platform for a recommendation and receive a shortlist without ever visiting a traditional search results page. AI platforms don't simply look for keywords. They try to understand:

  • Who you are.
  • What you specialise in.
  • Where you operate.
  • Whether your business appears credible.
  • Whether other trusted sources validate what you say.
  • Whether you are a strong enough authority to recommend.

That creates a new challenge for financial advice firms.

You might have a great business and still be almost invisbile to AI search.

SM Advice helps you change that.

Built for Financial Services

We understand the realities of this sector.

 That includes FCA expectations, network interpretations, and the balance between professional standards and content that people actually want to engage with.

We’re not a generic marketing agency trying to learn financial services on the fly.

We’re building content for advisers with that world firmly in mind.