For financial services firms
Content marketing for financial advisers and investment firms.
Somebody is already answering your clients' questions. Right now it is a stranger on TikTok with no permissions and no liability. Findwell puts your advisers where that search happens, in their own words, cleared before it runs.
Two things that are usually bought separately, and that only work together.
A hub on a subdomain of your own site, with a page for each adviser or specialist built around the decision they are best at explaining, and the agency that writes and places it. It is the one form of marketing in this sector that produces something a compliance officer can approve and a client can actually read.
What Findwell is
A content platform for financial services firms, and the agency that runs it.
The work
An agency that makes the content
We interview your advisers, managers and analysts, write in their voice, prepare it for compliance approval and pitch it out.
The place
A platform of your own to hold it
A hub on your subdomain with a page per specialist, structured so search and AI can read it.
Findwell
The platform, with the people who feed it
Live in about two weeks, on an hour a month from each specialist.
What it actually is
One specialist, one page, and everything that comes off an hour of their time.
A page for the decision they explain best.
Not a team biography. The page somebody lands on at the point of deciding, with the specialist's name on it, on your own domain, and every piece they have published or been quoted in gathered underneath.
- One decision per specialist
- Plain English, technically right
- Approved before it appears
Elena MarshHead of Retirement PlanningWhat the pensions IHT change does to drawdown
ARTICLE
Quoted in Citywire on the drawdown rethink
COVERAGE
Retirement income after the 2027 rules
WEBINAR
Compliance is the first step, not the last.
We agree the ground rules before a word is written, we draft in their voice from a recorded conversation, and submit it through your own process. Nothing publishes without the sign-off you already use.
- Ground rules agreed up front
- Your process, your sign-off
- Nothing goes out unapproved
Their words, our writers.
What the pensions IHT change does to drawdown
Three posts in their own voice
Ninety seconds to camera
A briefing they can send on
There when the rule change lands.
A rule changes, the papers cover it badly, and thousands of people go looking for what it means for them. That is the week the page has to already exist, ranking, under the name of somebody who can explain it.
- Published ahead of the news cycle
- Written for the person affected
- Ranking on your own domain
What the pensions IHT change does to drawdown
experts.yourfirm.com
Consolidating three pensions: when it is worth it
experts.yourfirm.com
a national newspaper article
somebody else
And named when an assistant answers.
Financial questions now go to an assistant as often as to a search box, and search engines and answer engines cite what they learned from, so an adviser with a clear published explanation gets named and a firm with a services page does not.
- Cited as the source
- One page, both channels
- Measured monthly
Should I change my drawdown plan after the tax change?
The effect depends on the size of the fund and the intended beneficiary. Elena Marsh, who heads retirement planning at the firm, has published a worked explanation of the change.
And you can see who has been reading.
There is a dashboard behind the hub: what each specialist ranks for, who is reading, and which questions are bringing them in. Useful for the next quarter's plan rather than for congratulating anybody.
- By specialist and by question
- Where the reader came from
- Available whenever you look
What you get
Everything a specialist needs, made for them.
One conversation with a specialist turns into all of this. We make it, we clear it, we place it, and every piece lands back on their own page.
Where we have experience
The areas we have published in.
6 areas we have already written, placed and ranked work in. The model is the same in each. What we publish is not.
We support clients in retirement planning. Demand spikes the week a rule changes, so the explainer is written and ranking before the coverage starts.
We support clients in investment management. Commentary dates in a fortnight, so we publish the thinking behind the position rather than the position itself.
We support clients in pensions and transfers. It is the most regulated thing you can write about, so compliance sets the ground rules before we book the interview.
We support clients in insurance and risk. People search this only when something has happened, so the writing answers the question rather than selling the cover.
We support clients in private markets. The audience is small and professional, so the work is the note that circulates rather than the article that ranks.
We support clients in sustainable and impact investing. The claims are scrutinised hardest here, so everything is sourced on the page and reviewed before it goes.
Where we secure coverage for financial services clients
The team behind it
You are hiring people, not software.
Findwell is a product of Profile, an award-winning thought leadership and PR agency. So is the team.
“Financial services is the one sector where being careful has a cost. Everyone is so worried about saying the wrong thing that they end up saying nothing, and the space fills up with people who have no permissions and nothing to lose. The fix is not to be braver. It is to make cleared, useful, human writing routine enough that it happens every month without anyone having to be brave about it.”
Jordan GreenawayFounder, Profile
Questions
What firms ask before they start.
+How much does content marketing for financial advisers cost?
+Is this a financial promotion, and who approves it?
+How does this sit with Consumer Duty?
+Who writes it, and how much of a specialist’s time does it take?
+Is this SEO, AEO, GEO, PR or thought leadership?
+How long before our advisers rank for these questions?
See what your advisers would rank for.
A thirty-minute walkthrough, on your own firm, of where your specialists sit today and what it would take to move them.