Financial Marketing Services

Specialist marketing services designed to grow your firm.

With more and more customers now looking for solutions and recommendations online, financial firms need to diversify their marketing to include digital tactics. At CreativeAdviser, we offer SEO, Google Ads, social media advertising and more to help you reach new clients in the online space, doing all the heavy lifting for you.

Video has the power to engage financial services’ clients more than almost any other media, generating brand awareness and engagement from current and potential clients. Find out more about our animated “explainer” videos for financial firms, as well as our bespoke video solutions for those wanting maximum impact.

Increase brand awareness

The first step to growing your client base is to get in front of interested prospects. We can help you leverage digital marketing to grow your brand exposure to the right people, at the right time.

Campaigns that attract and convert

We don’t just drive traffic to your website. We put measures in place to help turn them into engaged enquirers using smart campaigns, lead magnets and more to generate a steady stream of leads.

Specialist & local targeting

Are you looking to gain traction in a particular locale, industry or niche (e.g. QROPS)? We can help you identify, use and optimise the marketing channels you need to occupy your desired space.

Grow your firm
Castlegate Website
Search engine optimised
Tailored to your audience
Engaging content
Clear call-to-actions

Tailored content marketing designed to attract and convert new leads.

By offering your audience unique, compelling content which addresses their concerns and gives them useful information and tips, you can build up your reputation as a trusted industry authority and thought leader and raise the profile of your firm. At CreativeAdviser, we can provide engaging marketing content you need to offer to your clients.

Tap into our content library of guides, factsheets & more…

At the same time, the content we supply as part of our digital marketing service is also housed on your website or landing page, allowing you to build up your search engine rankings for important keywords used by your target audience. If you have a client newsletter or want to start one, we can also integrate this content into your monthly mail-out, killing another bird with the same stone.

Castlegate Website
Search engine optimised
Tailored to your audience
Engaging content
Clear call-to-actions

Search engine optimisation to help ensure your firm is found online.

Most financial firms are looking to build up a strong level of brand awareness amongst prospects within a particular geographic area, or industry niche (e.g. healthcare). A great marketing channel to achieve this is via search engine optimisation (SEO), which increases your website’s exposure in Google for specific keywords used by your potential clients to find your services.

SEO has a lot of moving parts and a steep learning curve for financial services. That’s where CreativeAdviser comes in. We can offer the experience and technical know-how you need to get your search engine rankings on the right track, building them up and growing them like assets in an investment portfolio. We can do all the heavy lifting for you, allowing you to focus on your clients and growing your business.

CA Client Portal

Helping financial firms generate qualified, inbound leads.

With the arrival of GDPR and other tightened data protection laws, the days of “buying pension leads” are rapidly coming to an end. Unless someone explicitly gives you permission to contact them, then your marketing is resting on shaking ground. With CreativeAdviser, we present a sustainable way to fill this lead generation gap for financial firms, by giving you the know-how, resources and tools you need to create your own inbound lead infrastructure.

CA Client Portal
Pension leads
EIS/SEIS leads
Investment leads
Probate leads

Smart, online advertising which produces measurable results.

Google Ads and PPC are a powerful way to generate brand exposure quickly to your target audience on the internet. At CreativeAdviser, our specialist in-house PPC managers can ensure that your campaign is set up correctly, that you are targeting the right keywords and third party websites with your ad placements, and that you have a strong landing page linking to your ads to convert people who clicked on your ads into leads.

We currently use PPC to successfully generate leads for financial firms across the country. Each firm is different, so we always start the conversation with you by discussing your target audience, what your goals are and the best strategy to get there. From there, we can get the ball rolling and continually optimise your campaign, reporting to you on a monthly basis.

Social media management for greater brand reach and engagement.

At CreativeAdviser, we can ensure that your Facebook, Twitter and LinkedIn business profiles reflect your brand identity, and can ensure that regular content is posted out on these accounts. Great for additional brand reach, reputation and engagement, breathe new life into your social channels today.

Combined newsletter, content and social strategy

For extra marketing power, our team at CreativeAdviser can also ensure that your social media posts are tied into your newsletter and content strategy. Engage both your subscribers and your prospects at the same time, leveraging the same content to maximum effect. We can also include links to your social media profiles within your newsletter template design, and potentially weave these into your website as well – creating a synergising marketing machine across your different communication channels.

Weekly postings
Tailored to your audience
Multiple social channels
Clear call-to-actions
Financial marketing services for…
Financial Advisers (IFAs)
Financial Planners
Finance Brokers

Frequently asked questions

Can you guarantee my financial firm will hit the first page of Google?

No, we cannot. Moreover, any financial marketing agency that promises you this should be avoided, in the same way an investment manager should be avoided who promises a certain financial return. What we can guarantee is the strength of our SEO track record, which shows many of our financial services clients reaching the first page of Google for important keywords we have targeted. For more information on our past performance, please get in touch.

How long does it take financial planners to achieve top rankings?

It depends on a range of factors including the quality of your financial website design, the fierceness of your competition in the search engines, your target audience and the specific nature of the keywords you are pursuing. For most financial firms, realistically your SEO campaign is going to require a longer-term strategy. A 6-month commitment is usually a reasonable period of time to assess the results of your financial SEO agency.

Is there a minimum term contract for your financial marketing services?

Virtually all of the marketing programmes we offer at CreativeAdviser are rolling monthly contracts. That means you are not tied into anything and can cancel at any time. However, for your marketing campaign, we do recommend that you commit to a minimum of 3 months. This is because even in the best of worlds it takes time to build up your search engine rankings, and so we require a bit of time to demonstrate our results.

What results can you guarantee with your marketing?

The digital marketing team at CreativeAdviser have been managing PPC campaigns for financial services clients for a long time. So we have a good grasp of what works. Our answer to this question is similar to what investment managers say. Results cannot be guaranteed in any form of marketing even when you follow best practice. However, we can make an informed projection of your success based on our knowledge of your industry.

How much does Google AdWords cost?

Apart from the investment you pay CreativeAdviser to manage your PPC account, you also need to pay the PPC platform (e.g. Google) for the clicks your campaign generates. The precise cost of each click varies greatly across different niches within the financial services industry, and depends on the type of campaign you are running. A click can be as low as 10p or as high as £20. Regardless, we always set a daily budget with you to ensure the spend is controlled.

How long does it take to achieve our goals?

SEO for financial services involves a lot of moving parts working together. At CreativeAdviser, we include a standard range of SEO tactics for our clients’ campaigns. These include on-site technical optimisation (e.g. meta tags), building backlinks, producing unique content, optimising keyword lists, improving conversion rates, improving your calls to action, producing landing pages and “pillar content” and providing monthly reporting.

Do you provide SEO services to financial firms who are in competition with one another?

Broadly speaking, it is not in either our interests or yours for us to work with multiple competitors. After all we want a strong, long-term relationship with you and do not want anything to undermine that. One important caveat is that we do sometimes work with a maximum of two financial firms who are looking to target the same geographic region with their SEO strategy. This is because there is enough real estate in Google for both to feature prominently, without necessarily stepping on each other’s toes. If you would like exclusivity, however, then we can offer this to you at an additional fee.

Do you work on local SEO for financial firms?

Google is increasingly making lots of keywords more locally-focused in the financial services industry. This is particularly so for financial planners, since potential clients are typically looking for a local professional who can assist them. At CreativeAdviser, we have therefore invested considerable time in developing our SEO programmes so that they work powerfully in local search. Whether you need help with your Google My Business profile or some local pillar pages, we can assist.

If you’re ready, start your project today. Or contact sales on 0117 374 2000.