If you are a financial adviser and you don't use social media for whatever reason (too busy or just scared of getting it wrong) then why not try us for free and see what you're missing out on.
✔ Fully branded content
✔Financial Promotions approved posts
✔Content created & posted for 3 months
✔Platform setup & scheduling included
Choose a package that suits you
All prices are inclusive of VAT . No tie in period required.
One off payment services. Choose any that suits you and your business right now
Choose 12 dynamic carousel posts across Mortgage, Wealth and Protection advice. Cost includes branding approval and posting.
Choose 12 dynamic carousel posts across Mortgage, Wealth and Protection advice. Cost includes initial consultation, creation, approval and posting.
Let us provide the scripts, arrange compliance approval and complete post production and posting.
£400 for 12 videos
Because all you want to do is spend more time with your customers
Build Visibility & Credibility Through Industry Recognition
We research, write, and submit award entries with clear outcomes:
Outcome 1: Shortlisting/Nomination → visibility & reputation
Outcome 2: Winning → independent validation & credibility
Pricing:
“Awards matter in financial services. Not for vanity, but for trust.” – Chris Miles, MD, SM Advice
Make Cyber Essentials Achievable Without the Jargon
We offer end-to-end support to achieve certification confidently and efficiently.
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
Pricing (inclusive of certification fee):
£650 for 1–2 users
£750 for 2–9 users
Stay in contact and stay relevant with your clients throughout the year with regular touchpoints.
Create and send a Quarterly Newsletter to all your clients on your database or send a monthly engagement email to all of your existing clients.
Quarterly Newsletter – £300 per quarter (£100 per month)
Professional design and distribution to your full client bank.
Monthly Engagement Email – £100 per month
Keep live products front of mind: referrals, protection, mortgage updates, market insights.
All prices are inclusive of VAT
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:
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.
At SM Advice, we are dedicated to giving you more time back with your clients. Let us partner with you to achieve your social media and support goals!