Industries
The most heavily regulated marketing category most businesses will ever encounter.
The Dynamic
Financial promotion rules govern almost everything an adviser publishes. Marketing that would be unremarkable elsewhere — a testimonial, a performance figure, an aspirational image — can constitute a regulated communication requiring approval, risk warnings and record-keeping. Compliance is not a constraint on the strategy here; it is the strategy.
Channels
LinkedIn for professional credibility, search for high-intent planning queries, email and webinars for nurture. Social video is possible but requires compliance sign-off on every asset.
Educational content on planning concepts, life-stage guidance, and adviser credibility. Anything touching specific products or returns requires compliance review before publication.
A single feed post — the format most brands over-rely on.
Carousel: the format that carries an argument rather than a statement.
Monthly performance review against the KPIs set in strategy.
Where It Goes Wrong
Past-performance claims, unbalanced risk presentation and unapproved promotions carry regulatory penalties. Several regulators have acted specifically against "finfluencer" promotion. Approval and record-keeping obligations apply to social posts.
Qualified enquiries meeting the firm’s client criteria. Volume is actively unhelpful if it produces unsuitable prospects.
Where I'd Start
Compliance review comes first, before a single asset is designed. Building a campaign and then discovering it is a regulated promotion requiring approval wastes the whole production budget.
How I Help
01
Your brand is the foundation everything else is built on. Before you invest in marketing, content, or visibility — your brand needs a clear, intentional identity that reflects who you are, who you serve, and why you're the right choice.
02
A brand is not a one-time project — it's an ongoing commitment. Brand Management ensures your brand stays aligned, consistent, and strategically positioned as your business evolves.
03
Posting without a strategy is noise. Social Media Strategy translates your brand into a platform-specific plan that connects every content decision to a clear business outcome.
04
Strategy without execution is just a document. Social Media Management is the full-service solution for brands who want expert hands managing their presence — from content creation and scheduling to community engagement and performance optimisation.
Questions
LinkedIn for professional credibility, search for high-intent planning queries, email and webinars for nurture. Social video is possible but requires compliance sign-off on every asset.
Educational content on planning concepts, life-stage guidance, and adviser credibility. Anything touching specific products or returns requires compliance review before publication.
Past-performance claims, unbalanced risk presentation and unapproved promotions carry regulatory penalties. Several regulators have acted specifically against "finfluencer" promotion. Approval and record-keeping obligations apply to social posts.
Qualified enquiries meeting the firm’s client criteria. Volume is actively unhelpful if it produces unsuitable prospects.
Compliance review comes first, before a single asset is designed. Building a campaign and then discovering it is a regulated promotion requiring approval wastes the whole production budget.
Ready to Start?
Book a free consultation and we can talk through whether your sector and my experience actually line up.