Budget
How should I split budget across channels for financial services?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How should I split budget across channels for financial services?
Default: 50-60% Meta, 25-35% Google Search, 10-15% LinkedIn, 5% remarketing and display. Flex by niche: HNW tilts LinkedIn, protection/mortgage tilts Meta.
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Starting split
- Meta: 55%
- Google Search: 30%
- LinkedIn: 10%
- Display/YouTube retargeting: 5%
Niche adjustments
- HNW wealth: LinkedIn 25-35%
- Protection/mortgage: Meta 65-75%
- Pension transfer: Google 40-50%
- B2B (accountant-to-adviser): LinkedIn 40-60%
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