Financial Adviser (IFA) Digital Marketing
Digital Marketing Services

Freelance Financial Adviser (IFA) Digital Marketing Consultant

Driving profitable leads and sales on your website through SEO, PPC and CRO

In the competitive financial services industry, a strong online presence is essential for independent financial advisers (IFAs) to attract clients, build trust, and grow their practice. As a Freelance Financial Adviser Digital Marketing Consultant, I specialise in creating tailored strategies that combine SEO, PPC, CRO, and performance reporting to help financial advisers connect with clients and achieve measurable growth.

With expertise as a Financial Adviser Digital Marketing Expert, I focus on promoting your services to individuals and businesses seeking expert financial guidance and wealth management solutions.

  • SEO (Search Engine Optimisation): I optimise your website to rank for high-value keywords such as “independent financial adviser near me,” “retirement planning in [location],” or “wealth management services.” By improving your visibility in search engines, I help attract organic traffic from clients actively searching for financial advice (read more).
  • PPC (Pay-Per-Click Advertising): Paid ads offer immediate reach to potential clients. I design and manage Google Ads and LinkedIn campaigns to promote your services, such as pension advice, tax planning, or investment strategies, targeting high-value prospects.
  • CRO (Conversion Rate Optimisation): I optimise your website to convert visitors into clients by refining service pages, simplifying contact forms, and crafting compelling CTAs that encourage enquiries and bookings (read more).
  • Performance Reporting: I provide transparent, data-driven insights into campaign performance, tracking metrics like traffic, lead generation, and ROI, enabling you to refine your strategy for continued success.

Whether you specialise in retirement planning, investment advice, or corporate financial services, my tailored Financial Adviser Digital Marketing Services help you grow your client base, build credibility, and achieve your business goals. Contact me today to create a results-driven digital marketing strategy that elevates your practice.

11+

Years of Experience

Growing and refining my skills and processes

60+

Businesses Helped

And dozens of others through audits and training

30+

Industries Worked In

Including tech, manufacturing, retail, financial, science and more

How it Works

Digital Marketing Campaigns take a 3-step approach

1. Research

I learn as much about your business or client as possible including target audiences, current performance, goals and targets

2. Strategise

I then tie all the information I’ve gathered into a strategy document with recommendations and estimated impact

3. Implement

Once you are happy with the strategy, I can implement the recommendations by applying my PPC and SEO skillsets

Recommendations

FAQ about Financial Adviser (IFA) Digital Marketing

Why do independent financial advisers need digital marketing?

With more people researching financial advice online before making decisions, digital marketing is essential for independent financial advisers (IFAs) to attract new clients and build trust. A strong online presence helps you showcase your expertise, highlight client success stories and connect with individuals seeking advice on pensions, investments, and wealth management. Using SEO, PPC, CRO and data-led reporting ensures that your services are visible to the right audience at the right time.

How does SEO help IFAs attract more clients?

Search Engine Optimisation (SEO) ensures your website appears prominently when people search for financial advice, retirement planning, or independent financial advisers in your area. By creating valuable, informative content and optimising your website for key financial search terms, SEO drives highly relevant traffic and builds authority. This helps potential clients find and choose you over competitors when making important financial decisions.

Is PPC advertising effective for financial advisers?

Yes, Pay-Per-Click (PPC) advertising is highly effective for IFAs looking to generate quality leads. Google Ads and LinkedIn campaigns can target individuals actively seeking financial advice, wealth management or retirement planning services. With the right strategy, PPC can deliver a steady flow of enquiries, ensuring you reach the right audience while maintaining strict control over budgets and return on investment.

What is Conversion Rate Optimisation and how does it benefit financial advisers?

Conversion Rate Optimisation (CRO) focuses on making your website as effective as possible in turning visitors into leads or booked consultations. For financial advisers, CRO could involve improving calls to action, simplifying enquiry forms or building trust through client testimonials and case studies. Even small adjustments can significantly increase the number of qualified leads without needing additional advertising spend.

How is the success of digital marketing for financial advisers measured?

Success is measured through detailed performance reporting that tracks the key metrics that matter to your business. This includes website traffic, enquiry volumes, conversion rates, cost per lead and return on ad spend. By analysing these results regularly, you can refine your strategy, identify new opportunities and ensure your digital marketing continues to generate valuable client enquiries and business growth.

Offering a Range of Digital Marketing Services

  • E-commerce Marketing
  • International Marketing
  • WordPress Marketing

  • WooCommerce Marketing

  • Shopify Marketing

  • Magento Marketing