Visibility Audit Pricing for Financial Advisers

Comprehensive audit, visibility scoring, competitor benchmark and 90-day roadmap.

Everything in the audit plus homepage optimisation, metadata improvements, FAQ schema, Google Business Profile optimisation, internal linking and AI-readability enhancements.

Ongoing authority

building including monthly

blogs, topic clusters,

Google Business Profile

management, GEO

optimisation and visibility

growth support.

AI recommendation readiness

Google AI Overview Visibility

Local search authority

E-E-A-T and trust signals

Website SEO performance

Content authority and expertise

Backlink profile and authority.

Conversational search readiness

AI citation potential

25+ point AI visibility assessment

AI recommendation readiness score (out of 100)

Local authority score

Competitor visibility benchmark

Top 10 quick wins

90-day visibility roadmap

GEO opportunity analysis 

Unlike general SEO agencies, SM Advice focuses exclusively on helping financial services firms

improve visibility in AI-powered search through authority building, GEO strategy and trust signal

optimisation.

Get visible consistently with our growth packages designed for financial advisers pricing. 

With 8 posts per month focusing on educational and value-led content, this is ideal for getting started properly. 

Each package includes 1 educational carousel post as part of our comprehensive social media management strategy.

Build credibility & stand out with our growth packages designed for financial advisers. 

12 posts per month focusing on authority content, myth-busting, and client scenarios will enhance your social media management. 

This service is specifically crafted to grow your social presence and SSI, and includes 2 educational carousel posts.

Turn visibility into enquiries with our comprehensive growth packages designed for financial advisers. We offer 16 posts per month focused on engagement and lead generation content, alongside effective financial advisers pricing. Our lead magnets include first-time buyer guides, mortgage protection checklists, and income protection guides to attract potential clients. Additionally, we implement a DM funnel and conversation trigger strategy to enhance your outreach. Finally, we provide a monthly 

Let us create 5 uniquely dynamic carousel or video posts tailored for your specific product or service campaign. These can be scheduled daily for a targeted campaign or once a month throughout a defined campaign period. Our pricing for financial advisers includes the cost of initial consultation, content creation, compliance approval, and social media management for posting. Explore our growth packages to elevate your marketing efforts.

For more targeted campaigns, we can collaborate with you to create 10 uniquely dynamic carousel or video posts as part of our growth packages. These posts can be shared daily for a focused campaign or twice a month during a specific campaign period. The cost covers the initial consultation, creation, approval, and posting, all included in our financial advisers pricing for social media management.

Let us handle the scripts, ensure compliance approval, and take care of post-production and posting for your growth packages. Our financial advisers pricing is set at £695 for 12 videos, including comprehensive social media management.

Build visibility & credibility through industry recognition for financial advisers. We research, write, and submit award entries with clear outcomes: 

Outcome 1: Shortlisting/Nomination → visibility & reputation 

Outcome 2: Winning → independent validation & credibility 

Our growth packages offer competitive pricing for award entries, making it easier for financial advisers to enhance their professional standing. 

Pricing:  

£150 per entry + £250 if you win  

£500/year (4 entries) + £200 per win  

"Awards matter in financial services. Not for vanity, but for trust." – Chris Miles, MD, SM Advice 

Additionally, consider our social media management services to further boost your visibility in the industry.

Stay in contact and remain relevant with your clients throughout the year by scheduling regular touchpoints. Incorporate strategies such as sending out a quarterly newsletter or a monthly engagement email to all clients in your database. Our bespoke monthly engagement email service, priced at £200 per month, ensures that live products like referrals, protection, mortgage updates, and market insights stay at the forefront of your clients' minds. Additionally, our quarterly newsletter, available for £300 per quarter, features professional design and distribution to your entire client base, helping you leverage growth packages while also enhancing your social media management.

Make Cyber Essentials achievable for financial advisers without the jargon.

We offer end-to-end support to achieve certification confidently and efficiently, helping you focus on your growth packages.

How it works:

1️⃣ Initial call – capture key information

2️⃣ Readiness review – firewall, devices, access, malware protection

3️⃣ Remediation guidance – fix gaps

4️⃣ Evidence & questionnaire – submission prep

5️⃣ Submission & certification – we liaise with the certification body to ensure a smooth process.

Pricing (inclusive of certification fee):

£650 for 1–2 users

£750 for 2–9 users

Additionally, consider our social media management services to enhance your firm's online presence as you pursue certification.

Management of one social media account, including platforms like Facebook, Instagram, LinkedIn, or TikTok, with two posts per week to ensure consistency and regular engagement. This is an essential part of our growth packages designed for financial advisers looking to enhance their online presence through effective social media management.

Management of two accounts across social media platforms like Facebook, X, Instagram, LinkedIn, or TikTok. We ensure two posts on each platform per week consistently as part of our social media management strategy. Additionally, we provide a summary every three months to review activity and engagement, offering insights into your growth packages and helping financial advisers pricing their services effectively.

Management of three accounts across social media platforms such as Facebook, X, Instagram, LinkedIn, or TikTok. Each week, we will deliver three posts per platform consistently to ensure effective engagement. Additionally, a monthly summary will review activity and highlight engagement metrics, providing insights into our growth packages tailored for financial advisers pricing. Engaging with followers is a key aspect of our social media management strategy.