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Tooling

What tools should every UK financial adviser use for marketing?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

What tools should every UK financial adviser use for marketing?

Minimum stack: Google Business Profile, Google Analytics 4, Google Search Console, a CRM with API (Intelligent Office, Plannr, etc.), Google Ads, Meta Business Manager, a newsletter tool (Mailchimp/ActiveCampaign), and a calendar tool (Calendly/SavvyCal). Add Looker Studio for reporting.

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Foundational stack

  • Google Business Profile — local SEO, AI Overviews.
  • Google Analytics 4 — web analytics.
  • Google Search Console — organic performance.
  • CRM with API — iO, Plannr, AdviserCloud, HubSpot, Salesforce FSC.
  • Google Ads (verified for financial services).
  • Meta Business Manager (authorised for financial products).
  • Email / newsletter — Mailchimp, ActiveCampaign, HubSpot.
  • Calendar tool — Calendly, SavvyCal, HubSpot Meetings.

Reporting layer

  • Looker Studio or similar for unified dashboards.
  • Zapier / Make for tool integrations.
  • Server-side tracking (GTM server, Stape.io).

Optional but high-ROI

  • Profound / Otterly.ai for GEO tracking.
  • Hotjar for user-behaviour insights.
  • Typeform for multi-step lead forms.
  • Vimeo / YouTube for client video.
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JM
Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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