Create a more effective customer journey with a PPC Agency for Wealth Management Firms

Reach people searching for the financial planning services your firm offers. We review the relevant Google financial-services verification route with your team, then plan eligible campaigns around approved messages, appropriate service pages and suitable enquiries.

Explain the service, intended client and first-contact process clearly. We work with your reviewers on approved claims and important information, while reviewing mobile speed, navigation and enquiry forms so the next step is straightforward.

We review audience suitability, consent and platform requirements before recommending follow-up activity. Private client finances and financial-distress signals stay out of the plan, with eligible messages, exclusions and frequency agreed around the service.

Assess eligible search opportunities on Microsoft’s network with a defined budget and approved material. We review relevant enquiries and acquisition costs against your qualification process before recommending more investment.

We assess ChatGPT ads and other paid AI advertising against current service and market rules. ChatGPT generally prohibits financial-services advertising outside the US. Any recommendation requires eligible activity and approved messages, without a promise of UK placement or organic AI recommendations.

Introduce your firm through approved educational content and clear service information. We review the platform, audience and contact route with your team, then assess suitable enquiries while keeping promotional claims and any required information within the agreed review process.