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Tailored Social Media Solutions for Financial Advisers

SM Advice

Do I need a social media presence?

The simple answer is YES; In today’s digital landscape, having a robust social media presence is essential for everyone—from advisers just starting out to established business owners seeking to maintain consistency across their teams. Here’s why it matters:

  • Visibility for prospects, clients, referrals and introducers.
  • Social Media helps to keep you front of mind with your clients and those referring.
  • Social Media helps with new growth– “oh I’ve been meaning to talk to you about that”. 
  • It is integral for your communication strategy – actively use it to demonstrate the value of your advice. 
  • It supports an exit strategy; demonstrating a presence and engagement with clients is value.
  • You will face Barriers because you aren’t on Google/AI search tools or  because you aren’t up to date.

What we can do for you

At SM Advice, we help you maintain visibility and credibility with prospects, clients, referrals, and introducers. We offer a range of content tailored to engage your audience effectively across various platforms. Our content includes:


  • BRAND AWARENESS: We will create and post regular engaging social media content creating a consistent brand online.  After a few months of regular posting we can amend the scheduling to align to when your audience is online the most. 
  • COMPLIANCE CONFIDENCE. We take care of the end to end approval process ensuring you can post with confidence.
  • TIMELY REACTIONS TO BIG FINANCIAL NEWS: We will create Informative posts about important financial events, including interest rate changes, budget announcements, and new tax allowances.
  • BLOWING YOUR TRUMPET: We will help you set up your google business page and share your 5 star google reviews. These are so important at validating your credibility as an adviser. 
  • TELLING YOUR PERSONAL STORY: We can guide you on what makes an engaging personal post. Whether that is sharing a personal or business milestone or simply sharing a bit more about you and your life outside the business.  


What we don't do

To clarify and provide balance, what we offer is not a full-fat marketing agency service. We don’t handle funnelling, click-through rate tracking, or full-scale end-to-end marketing campaigns. Those services are typically priced significantly higher. Instead, we focus on providing a stepping stone toward that kind of comprehensive marketing and in some cases, some firms just want something simple run by a trusted partner for light touch visibility and presence.


Our Packages

We offer three tailored service packages to suit your needs:

Lite: £100 per month (or £1000 annually)

Lite: £100 per month (or £1000 annually)

Lite: £100 per month (or £1000 annually)

  • Management of one account from Facebook, X, Instagram, or LinkedIn
  • Two posts per week consistently and regularly 
  • Summary every six months to review activity and engagement

Core £150 per month (or £1500 annually)

Lite: £100 per month (or £1000 annually)

Lite: £100 per month (or £1000 annually)

  • Management of two accounts from Facebook, X, Instagram, or LinkedIn
  • Two posts on each platform per week consistently and regularly 
  • Summary every three months to review activity and engagement
  • Engagement with followers

Premier £200 per month (or £2000 annually

Premier £200 per month (or £2000 annually

Premier £200 per month (or £2000 annually

  • Management of three accounts from Facebook, X, Instagram, or LinkedIn
  • Three posts on each platform per week consistently and regularly 
  • Summary every month to review activity and engagement
  • Engagement with followers


Included in All Packages

Premier £200 per month (or £2000 annually

Premier £200 per month (or £2000 annually

  • Support with any internal approval processes
  • Collaboration with existing marketing systems or content providers
  • Flexibility for additional posts
  • A commitment to donate from our profits to a chosen charity, supporting our social responsibility goals

NEW | We are now able to support multi-lingual Social Media content

We’re Here to HELP

At SM Advice, we are dedicated to enhancing your social media presence while helping you engage effectively with your clients. Let us partner with you to achieve your social media goals!

Get Started Today
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