Example deliverable #1
A compliance-pre-approved 'first conversation' PDF lead magnet
Marketing for financial advisors
Content that ships past compliance the first time. 'First conversation' bookings from people who already trust you.
Built for owner-operators of financial advisors who want a marketing engine that runs alongside the day-to-day, without burning hours on social posts you don't enjoy making.
You land on: Customers who fit your business.
What's broken right now
- Compliance review slows content to a crawl
- Lead magnets need legal review, and never get one
- LinkedIn is the channel but the cadence is non-existent
What you get instead
- A monthly piece, pre-cleared against FCA rules before it reaches the queue
- A 'first conversation' download that earns the call before you make it
- A weekly LinkedIn rhythm that compliance has already signed off
The channels that work for financial advisors
Not every channel pulls weight in every niche. For financial advisors we lead with the ones below, and add the secondary set when the tier supports it.
Primary channels
SEO contentEmail marketingSocial media
These get the bulk of the deliverable budget every month.
Secondary (added at Apex+)
Landing pages
Layered in when the deliverable count + budget at the higher tier makes them pay back.
What month one looks like
Two concrete deliverables from your first 30 days, so you know exactly what shows up Monday morning.
Example deliverable #2
A monthly authority article with LinkedIn-native syndication
The angle we'd take
FCA-compliant content cadence + first-conversation lead magnet.
This is the brief Sage (our content strategist in the Brilliant AI workspace) would generate for financial advisors. The human team picks it up + ships it; nobody starts from scratch.
We recommend starting at Apex
£2,500/month. IFA work demands compliance discipline + high-trust authority content. Apex's monthly business review + quarterly compliance check-in keeps everything FCA-shaped.
Channels
SEO + social + email + ads + video
Deliverables / month
22
Strategy cadence
Weekly 30-min check-in + content calendar + quarterly review
AI workspace
Growth tier, free for the engagement
Brilliant AI runs alongside
Every engagement includes a free Brilliant AI workspace at the matched tier. The AI side handles the strategy + insight layer for financial advisors (Sora's monthly SEO audit, Echo's review-pain-point mining, Sage's content briefs), the human team you hire here picks up those briefs and executes against them.
Frequently asked, for financial advisors
The questions financial advisors ask before signing. If yours isn't here, ask us on the contact form, we'll add it.
Are you FCA-aware?
Yes, every piece of marketing content goes through an FCA-style review before publish (risk disclaimers, no implied future performance, no comparative claims without backing). We don't write 'guaranteed' anything. Your compliance officer keeps final sign-off; we deliver pre-cleared drafts.
What does the engagement actually cost for financial advisors?
We recommend starting at Apex (£2,500/month) for financial advisors, iFA work demands compliance discipline + high-trust authority content. Apex's monthly business review + quarterly compliance check-in keeps everything FCA-shaped.. Upgrade or downgrade any month; no annual contracts.
Can I cancel if it's not working?
Yes, 30 days notice, cancel anytime. The Brilliant AI workspace at the matched tier (Growth) stays live for 30 days post-cancellation, then drops to Free. No clawback, no exit fee.
Why not just hire a freelancer for seo content?
For one channel at low volume, a freelancer is fine. We come in when you want multiple channels coordinated, a freelancer doesn't talk to your other freelancers, and you end up project-managing all of them. We coordinate so you get one report, not five.
Will I see results in month one for financial advisors?
Depends on the channel. Paid ads show signal in week 2. SEO content compounds over 8-12 weeks (Google has to index + rank). Social cadence shows engagement signal in month 1 but conversion takes longer. We tell you what to expect per channel; we don't promise a number we can't back up.
Do you actually do the creative or just brief it?
We actually do it. Our owner-led craft team art-directs every creative deliverable in-house, working in Photoshop, Canva, After Effects, Premier Pro, and Blender. Freelancers handle ad-set management + outreach + ops; craft stays in-house.
Ready to talk?
30 minutes on a call. We say yes, no, or "here's a specialist who's a better fit than us". Owner-led, no sales drip.