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Tailored Social Media & operational support Solutions for Financial Advisers

Completely Free Social Media Support for Advisers for 3 Months

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. 

What's Included

 ✔ Fully branded content
✔Financial Promotions approved posts
✔Content created & posted for 3 months
✔Platform setup & scheduling included 

Book a call now to find out more

Pay Monthly Social Media Support

Choose a package that suits you

Lite Social Media Support

£100

  • Management of one account from Facebook, X, Instagram, LinkedIn or TikTok
  • Two posts per week consistently and regularly 

Core Social Media Support ⭐ Most Popular

£150

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


Premier Social Media Support

£200

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

All prices are inclusive of VAT . No tie in period required.

Additional 'Pay as you go' packages

One off payment services. Choose any that suits you and your business right now

Dynamic Content packages

£240

Choose 12 dynamic carousel posts across Mortgage, Wealth and Protection advice. Cost includes branding approval and posting.

Dynamic Content packages (bespoke)

£360

Choose 12 dynamic carousel posts across Mortgage, Wealth and Protection advice. Cost includes initial consultation, creation, approval and posting.

Video Content for social media

15

Let us provide the scripts, arrange compliance approval and complete post production and posting. 

£400 for 12 videos


Additional Support Services

Because all you want to do is spend more time with your customers

Award Writing & Submission Service

£100 p/m

  

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:

  • Pay-Per-Entry:      £150 + £250 if you win
  • Annual      Package: £500 for 4 entries + £200 per win


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

Cyber Essentials Certification

From £650

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

Client Engagement

£100 p/m

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

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.


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

We’re Here to HELP

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!

Get Started Today
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