Financial advisers: plain English wins clients. So does being findable.
Toflin builds websites and runs social media for independent and restricted financial advisers, protection specialists and wealth planners in Lanarkshire and across Scotland.
How clients pick financial advisers
People looking for a financial adviser are nervous. They’re talking about their pension, their savings or what happens to their family. They pick someone who explains things clearly and looks trustworthy.
I work in financial services myself as a mortgage and protection adviser, so I understand the compliance side. Everything I write is ready for your compliance team to check, and nothing goes live until they’ve approved it.
What your website and profiles need
- Your regulatory status and disclosures, set out how your firm requires
- A clear explanation of your fees
- Who you help: retirees, business owners, families
- Your team, with real photos
- Reviews and a simple way to book a first meeting
What to post
- Plain explanations of common questions
- Tax year end reminders
- Your team and your office
- Client feedback, approved by compliance
What I do for businesses
Straight answers.
Can you post on LinkedIn as well?
Yes, if that’s where your clients are. For most local advisers, Facebook and Google matter more than people think.
Will you post anything without compliance sign-off?
No. Nothing goes live until your compliance team has approved it.
Do you do Google Business Profiles for advisers?
Yes. It’s one of the most underused tools for local advice firms.
Do you charge per lead or take a cut of my jobs?
No. No lead fees and no commission. You pay a set price, and every price is published on the pricing page.
Ready when you are.
Call, message or book a chat. If I’m not the right fit, I’ll tell you.