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Your SM Advice team is focused on providing expert social media management tailored for the Financial Services sector. Our team boasts a wealth of experience and deep industry knowledge offering social media support solutions to suit every budget.

Chris joined SM Advice as Managing Director in July 2025, following eight years at the Openwork Partnership, where he held several senior leadership roles and chaired the LGBTQ+ colleague network group. With a career spanning 25 years in Financial Services, Chris has built expertise across Wealth Management, Later Life Lending, Protecti
Chris joined SM Advice as Managing Director in July 2025, following eight years at the Openwork Partnership, where he held several senior leadership roles and chaired the LGBTQ+ colleague network group. With a career spanning 25 years in Financial Services, Chris has built expertise across Wealth Management, Later Life Lending, Protection, and Mortgages, bringing a broad and informed perspective to every opportunit

Jai joined SM Advice on an internship in August 2025. He recently graduated from Birmingham City University with a BA in Business with Marketing (2:1). Born with a visual impairment, he has overcome challenges that have shaped his determination and resilience. Prior to working with SM Advice, he volunteered with British Blind Sport, suppo
Jai joined SM Advice on an internship in August 2025. He recently graduated from Birmingham City University with a BA in Business with Marketing (2:1). Born with a visual impairment, he has overcome challenges that have shaped his determination and resilience. Prior to working with SM Advice, he volunteered with British Blind Sport, supporting their social media presence and contributing to their community work.

Claire is a dependable and experienced administrator with over 15 years of experience supporting both large and small businesses across a variety of industries. She takes pride in keeping operations organised and running smoothly. After being made redundant from a job she loved in early 2025, Claire joined SM Advice and has enjoyed being
Claire is a dependable and experienced administrator with over 15 years of experience supporting both large and small businesses across a variety of industries. She takes pride in keeping operations organised and running smoothly. After being made redundant from a job she loved in early 2025, Claire joined SM Advice and has enjoyed being part of a supportive and welcoming team. Outside of work, Claire loves spending time with her family and two dogs — she’s completely dog crazy!

Setul Mehta, the founder of SM Advice, is an accomplished business leader with extensive experience in Financial Services. He has a proven track record of supporting financial advisers and business owners in enhancing client engagement. Through his expertise in adviser growth, marketing strategy, and business consultancy, Setul is dedicated to helping firms thrive in a competitive marketplace.

With growth comes the need for stronger governance and oversight. That’s why we created the Strategic Advisory Board, bringing together respected industry leaders.
Each of these individuals brings a wealth of experience across financial services, technology, communications, and entrepreneurship. The board act as a trusted resource to the SM Advice leadership team, offering guidance, challenge and support on key decisions and priorities.
Our board are joining the SM Advice Strategic Advisory Board in an individual capacity. Their involvement is separate from, and does not represent the views or endorsement of, their current employers or professional affiliations.
As we prepare to launch, we invite you to be part of our journey. Together, we can enhance your social media presence and elevate your client engagement.