Win more local clients for your financial planning firm.

Your website, Google profile posts and social media content can all count as financial promotions, so they must be fair, clear and not misleading and give a balanced view of benefits and risks. We draft content for review and approval by your compliance team or network before anything goes live, and include the risk warnings they require, such as making clear that the value of investments can fall as well as rise.

We never imply guaranteed returns or outcomes, and we avoid quoting performance figures unless you supply approved wording. Final sign-off on anything that counts as a financial promotion always rests with your own firm, or with your principal if you are an AR.

No, we can still help. Networks usually have their own rules on websites, branding, social media and suppliers, and many must approve new pages before they go live. We follow your network’s marketing guidelines, add the regulatory status wording it insists on and route every draft through its sign-off procedure.

Authority is built for that. Its multi-location strategy gives every office a Google profile of its own and local visibility for the clients each team of planners serves.

Updating your Google profile and adviser directory entries can bring more calls within a few weeks. A strong position on the map and in AI answers for searches like “retirement planning near me” typically takes three to six months, depending on local competition, and compliance review time is built into that. Because people often research advice for months before booking a first meeting, the earlier you start, the better placed you are.

No. We bill monthly, so the firm can end the service any time before the next payment date. The Google profile, directory entries and links built for you stay exactly where they are.

Relationships with accountants, solicitors handling wills and probate, mortgage brokers and local employers remain strong sources of referrals. Make sure any introducer arrangements are documented and disclosed in line with your firm’s or network’s requirements, and that they never influence the advice you give.

Existing clients are often your best source of new ones. Clients who understand the value of their ongoing reviews are more likely to introduce family members, which also helps you build relationships with the next generation before wealth passes to them.

Clients want to know early what advice will cost. Explaining your initial and ongoing charges plainly, in pounds and pence examples where you can, and what the ongoing service includes, helps people choose you with confidence and fits the Consumer Duty’s focus on fair value and consumer understanding. Keep it consistent with the disclosure you give before advising.

Show your firm’s FCA status and reference number, or your principal’s if you are an appointed representative, and whether your advice is independent or restricted. Your advisers’ qualifications, such as a Level 4 diploma, chartered or certified status, pension transfer specialist qualifications and any later-life or estate planning specialisms, are also worth explaining in plain language.

Make sure every client knows what their ongoing service includes and receives it, with regular reviews that revisit their goals as well as their investments. Contact clients when their circumstances or the rules change, and treat the service as a relationship rather than an annual report.