Marketing For Financial Planners | MarketingAdviser

MarketingAdviser is a dedicated financial marketing agency, focusing on financial planners, wealth managers and financial advisers across the UK.

Our team has over 12 years experience in marketing for financial intermediaries. We’d love to book a free, no-commitment consultation with you to discuss how we can drive brand exposure, engagement and lead generation for your financial firm.

Get A Quote & Marketing Proposal

Fill in our form and:

Receive honest, insightful analysis about your financial marketing to date.
Speak to a specialist in financial marketing, and get ideas on gaining new clients.
Get a free marketing proposal and quote.

financial marketing proposal document

Why Marketing For Financial Planners?

Many digital agencies exist in the UK, but few truly understand and specialise in the kinds of marketing needs, challenges and clients faced by financial planners. In addition, too many financial planners rely on referrals for their marketing. A great way to start out, but as any sound portfolio manager will tell you, your assets (i.e. marketing channels) need to be diversified.

MarketingAdviser was set up because we of our keen interest in financial services, and because we saw (and continue to see) enormous marketing opportunities for financial planners within the digital sphere. If you are looking for a financial marketer to understands your industry and client needs, then you’ve come to the right place. Get in touch to speak to one of our friendly consultants, and see how we can add value to your marketing.

financial content marketing and sterling trade finance. financial content marketing showing results over time.
https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_accelerator.svg
Tailored packages for financial planners

Some financial planner firms are large, established businesses with ambitious marketing goals. Others are smaller, or just starting out – perhaps with a local focus. Whatever your needs, we will strive to devise a package suited to your budget and needs.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_geolocalize-05.svg
 No long-term contracts

We want you to have as much flexibility and peace of mind as possible. That’s why we prefer rolling, monthly plans for our marketing solutions. It keeps us innovating and striving hard to deliver results as well! That said, digital marketing takes time to compound, so we recommend a minimum 6 month commitment to see the best results.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/ecommerce_graph_increase.svg
Complete accountability & transparency

Marketing for financial planners should be able to demonstrate continual, clear & demonstrable value. That’s why you have access to 24/7 reporting about your campaign, allowing you to track KPIs and campaign performance via our online Portal.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_elaboration_folder_check.svg
Specialists in strategy & implementation

You may need a marketing strategist to devise a plan, ongoing support with marketing implementation, or both. Whatever your needs, whether it is consulting, search engine marketing or social media advertising, we can help.

Live, 24/7 Online Reporting

We love digital marketing for financial planners, because it’s so measurable. This give your marketing a significant edge over more traditional forms of marketing such as cold calling, radio ads and direct mail-outs.

With our online Portal, you can be confident we are working hard on your campaign and delivering results. You will be able to see task completion and progress lists; campaign performance; KPIs; bounce rates; conversion rates; click through rates and more. You can also see your search engine rankings over time, allowing you to sit back and watch your website climb your prospects’ search results in Google. Smart.

We are delighted with the website and marketing provided by MarketingAdviser. Throughout the project they communicated fully with us, making sure we were involved in the process. The end result was a solution which was grounded in thorough research of our market, and which understood the needs of our clients.

Steve, Sterling Trade Finance
financial content marketing graph showing increasing results.

Has Your Marketing Hit A Dead End?

Marketing for financial planners is hard. It takes considerable knowledge, insight and skill. That’s why we’ve spent so many years learning to perfect our approach. That’s why it pays so much to work with a financial marketing agency.

We know that every financial planner is different, and so our marketing solutions always start by avoiding universal prescriptions and instead discerning your unique USPs, brand, client base, marketing goals and target market. From there, we can recommend a viable digital strategy which actually works, and which outlines how the return on investment will be achieved.

Get in touch today to find out more about how ROI plays its part in our marketing plans for financial planners.

Does Digital Marketing For Financial Planners Actually Work?

It’s a fair question. It’s a bit like someone asking whether they need to work with a financial planner. You can only do so much yourself before you hit a wall. Whilst referrals and Unbiased might get you some leads when you’re starting out, it usually hits critical mass down the line.

By diversifying your marketing channels, and leveraging your clients’ increasing use of digital channels in order to qualify and engage them, you can lay the groundwork to built a solid marketing foundation which will see you through the coming years. More and more, people don’t trust financial planners without a credible, user-friendly website and active, credible online presence.

To discuss the viability of digital marketing for financial planners with one of our consultants, do get in touch. It’s free and there’s no commitment to go forward. If we are going to work together, we want it to be the right fit for both of us.

financial content marketing and pay per click. Computer and mouse image.
financial content marketing fitting into a bigger mix of marketing tactics.

A Plurality Of Marketing Solutions

Do you need a new corporate brochure, or a complete rebrand of your financial planning business? Perhaps you want your website to appear high up in Google, so your target market market can easily find you and make enquiries. Maybe you need a content marketing strategy, and need a marketer who understand the jargon, financial world and topics which engage the kinds of clients and prospects you want to engage.

At MarketingAdviser, we are a full-service creative and digital marketing agency – one of the leading provider to the UK financial sector. Some of our prominent IFA clients include Paradigm Norton, Castlegate Financial and Cavendish Medical. Whatever your needs, be it branding, website design or digital marketing, we are confident we can take your project forward.

Frequently asked questions

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/ecommerce_money.svg
How much is your marketing for financial planners?

It depends on what you need. The first consultation is free, but our monthly programmes after that can range from £1000 – £2500 a month, depending on your goals, the competition and amount of work involved.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_calendar.svg
How long is the commitment?

We do not tie you into a long-term contract. All of our plans are monthly, rolling packages. However, since digital marketing takes time to compound, we recommend committing to the plan for a minimum of 6 months to see the best results.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_geolocalize-05.svg
Will you work with my competitors if we work together?

Our policy is that we take on no more than two financial planners per locale, or niche area. If exclusivity is important to you, we can discuss this with you but there will be an extra cost.

https://marketingadviser.co.uk/wp-content/themes/salient/css/fonts/svg/basic_elaboration_folder_check.svg
What can I be doing right now to improve my digital marketing?

Every financial planner is different, so the best advice we can give is know your goals and set realistic expectations. That way, you can get the most out of your free marketing consultation with us.

Picture showing a notebook of marketing ideas for IFAs
IFA Marketing
October 4, 2017

5 IFA Marketing Ideas For Great Copywriting

IFAs typically know their stuff. After all, that's their job. Knowing the financial landscape, and…
Read More