MARKETING FOR UK FINANCIAL PLANNERS, IFAS AND EXPAT ADVISERS
Marketing for financial planners. Stop relying only on referrals. Get found by the clients you're best at helping.
I build your marketing system together with you, in your own voice, so the right clients beyond your network can find you and start a conversation.
Free 30-minute Clarity Call · No pitch, just clarity.
Built around FCA rules and Consumer Duty. Your firm signs off every post.
See how it works
200+ financial planners have built a stronger online presence.
The hardest part isn't the advice. It's being seen.
Referrals only reach the people your current clients already know.
When you do post, it often sounds generic. Or you second-guess it and delete it before anyone sees it.
Good advice shouldn't lose to louder, weaker marketing.
AI is splitting advice in two.
There's the advice that comes out of a spreadsheet. AI can now produce an average version of it in seconds.
And there's the advice that comes out of a conversation. Human judgement. The widow staring at pension paperwork 3 weeks after the funeral.
The cheaper the first half gets, the more valuable the second becomes.
That's why AI only comes in after your real voice and positioning are defined. It multiplies you. It never replaces you.
So we use AI for the first half, and make sure you're known for the second.
Letters from planners.
“She really focused on understanding me, my goals and my audience.”
Henry Rutherford
Financial planners from the UK, the US, Spain, Italy, the Cayman Islands, China, Hong Kong, Singapore, and the Middle East have transformed their practices with this methodology.
My experience of working with Maria has been transformational to my business! She's given me a clear strategy to follow so I know exactly what I need to do every day to reach my goals. I generate so many of my own leads that I run out of time each day. Cannot recommend Maria highly enough!
Australian Financial Planner
Spain
Maria supported me tremendously with a number of early interventions that helped to accelerate my company's marketing and in particular, my firm's LinkedIn presence: a strategic and structured approach to generating and curating tailored, non-AI content; a much clearer understanding of different types of materials and marketing approaches; and a clear, disciplined process for sharing content and eliciting engagement with it. Maria's help went above and beyond a simple service provider, and her warmth and genuine support were truly valued and sometimes much-needed — it's not easy being an entrepreneur, and having good support can make all the difference between working hard and working smart!
Independent Financial Planner
United Kingdom
Maria has helped me transform my online presence and tailor it to my ideal client audience. She really focused on understanding me, my goals and my audience. Maria has a dedication to see her clients succeed — I would encourage anyone looking to build their online presence. I'm positive this won't be the last time we work together!
Chartered Financial Planner
United Kingdom
What the clients say about the results of us working together.
A change of voice
Same topic. Different firm.
Last week a client asked me if she could afford to stop working at 58. We didn't start with her pension. We started with what she'd do on a Tuesday morning.
In today's fast-paced financial landscape, planning for retirement has never been more important! Here are 5 tips to secure your future...
Illustrative example.
Visibility isn't vanity.
- 31,000
- financial advisers in the UK
- 9%
- of UK adults get regulated financial advice
- 15%
- fewer advice firms since 2021
With the FCA's new targeted support rules now live, the advice gap is about to get noisier.
When someone finally decides they want advice, many start with a search and the names they already remember. Even your referrals check you first.
A referral opens the door. Your LinkedIn decides whether they walk through it.
Source. FCA financial adviser market survey, April 2026.
Your marketing should carry your voice, not mine.
I know how hard it is to market a profession built on trust. Every post feels like a compliance risk, and every template sounds like someone else.
I've spent 8 years working only with financial planners, IFAs and paraplanners, in the UK and abroad. My work is to find the voice already inside your firm and build it into a system you own.
Not experienced financial planner. Something with a face on it.
8+years building marketing systems for planners
200+financial planners worked with worldwide
11,000UK planners in my network
UK + Globalworkflows designed around FCA rules and built to travel
Built once. Yours to keep.
Find your voice.
Clarify your strengths, best-fit clients and natural way of speaking.
So you attract the right people.
Build your system.
Your content system, LinkedIn presence and AI assistants trained on your voice and compliance boundaries. Everything is built to be owned by you.
So you never start from a blank page.
Turn visibility into conversations.
Messaging and follow-up that move the right people forward.
So the right people actually book calls.
Everything we build is yours to keep.
Shaped around your firm. A sole planner and a team of 9 need different things. We build around your goals, your clients and your vision.
One fixed fee. Yours to keep.
Individual planners
From £2,500
Your Brand Compass, your AI assistants trained on your voice, your LinkedIn, content and messaging. Built together, yours to keep.
What's included
- Brand Compass, your voice, story and best-fit clients
- LinkedIn and social media profile optimisation
- Your content plan and content pillars
- AI assistants trained on your voice, with compliance guardrails built in
- Messaging and follow-up for client conversations
- Support while you put it into practice
Firm programmes
From £5,000
Shaped around the size of your team, your goals and your vision.
What's included
- Everything in the individual programme, for each planner
- One shared brand story for your firm
- AI guidelines and a prompt library for your team
- A weekly workflow and review process your compliance team can sign off
- A repeatable testimonial process
- Group and 1 to 1 sessions, recorded
We work with every planner in your firm individually. We update their LinkedIn and social media profiles, define their best-fit clients and build their own marketing system. Every planner has their own personality and experience, so they attract different clients. That diversity wins your firm more of the right people.
You pay once and the system is yours. No monthly retainer, and no agency renting your voice back to you.
One fixed fee. Pay in full or in instalments. We'll find what works for your firm on your Clarity Call.
Book a free Clarity CallAll prices in GBP, excluding VAT where applicable.
Not sure which fits? That's what the call is for.
What it sounds like when it works.
Real messages from planners I've worked with, and from the people who found them.
Visibility is only the start. The point is conversations with the right clients.
Real messages, shared with permission. Every firm's results are different.
Built for regulated firms
Built around the rules you already work under.
Every post sits under the FCA's financial promotion rules and Consumer Duty. I've spent 8 years working inside them with IFAs, Chartered Financial Planners and paraplanners.
So compliance is built in from the start, not checked at the end. Your firm's approval process stays exactly where it is. You review every post. Your compliance team signs it off.
Fewer rewrites. Fewer awkward conversations.
Advising expats abroad? The same discipline travels with you.
I'm a marketer, not a lawyer or compliance adviser. The final word on any promotion is always your firm's.
In 5 years there'll be 2 kinds of firm under the same label.
One
Cheap, automated and indistinguishable.
The other
Known by name, for something real.
Pick which one you're building. Then build it on purpose.
Common questions
Everything you need to know.
The next chapter
Book your Clarity Call
Let's see if we're a good fit.
Your advice is already good. The goal is an online presence that matches it.
A free 30 minute Clarity Call. For UK financial planners and the planners serving expats worldwide.
Book a Clarity Call