Marketing for financial advisers
Helping you stand out from the crowd
Moorish Idol Marketing is a marketing consultancy helping financial advisers build brand presence, generate leads, and strengthen client relationships, across the UK.
Does this sound like you?
Not reaching the right prospects or getting leads.
Have wasted time & money on scattershot activities.
No clear view of what your marketing should be.
No clear goals or plan to achieve them.
Marketing is something you know you need to do but it often sits at the end of the list of things to tackle.
Where do you start?
You might have run a small sponsorship or taken out some advertising (in a publication, on social media or with Google) but felt that you wasted your money and didn’t get any leads.
You might be building your business and your brand but not sure where to start with the range of tools available.
What do you do next?
This is where Moorish Idol Marketing comes in. With nearly 20 years’ experience in financial services marketing, you’re in the right place.
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![Petricor Financial Solutions logo]()
<autoplay speed=4></autoplay>“From beginning to end, she brought energy, expertise and great coaching skills to our existing team so that the end result was a huge success. Three years in, we have seen many of the original goals accomplished. I would have no hesitation in recommending.”
— Chris Vincent, Founder
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![Stellenbosch Financial Planning logo]()
“What stood out most was her ability to listen carefully and translate our strategic goals into practical, actionable marketing initiatives…Her contribution was instrumental in moving our marketing efforts forward, and the impact of her work continues to be felt within the business.”
— Adrian Davies, Principal
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![Sign for Sole Bay Financial Planning]()
“To be honest, we are stretched to deal with all the new client meetings and keeping the existing clients going too, but I am not complaining for one minute! Website enquiries and requests for meetings are taking over as our main source of new clients..... All in all, we are feeling very positive about 2025 and I want to thank you once again for the great rebrand job and revamp of the website, it has all worked a treat.”
— Chris May, Director
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![Logo for FirmStone Wealth]()
“I have worked specifically with Gail of Moorish Idol to create a new practice name, brand and logo for my wealth management business. She also worked with us on a number of other marketing initiatives. I found Gail to be professional and very knowledgeable, for someone with no marketing background, she made things easy for me to understand and implement. I wouldn't hesitate to recommend Gail.”
— Karen
Why Moorish Idol?
The Moors of Africa thought that when they saw the Moorish Idol, happiness was on its way and so it has become a symbol of good luck and prosperity.
Prosperity only comes when we make the well-informed decisions. At the heart of how we work will be through listening well, being curious and looking at your management information, MI (Moorish Idol!).
All too much we see haphazard marketing with no consideration of the return on investment.
Working with Moorish Idol will always be underpinned by insight and data to drive the best decisions and outcomes.
And so we make our own luck!
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Build trust
with brand strategy and positioning
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Engage your audience
with a good content strategy
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Access and generate new prospects
by understanding your audience
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Create loyalty
through client servicing and communications
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Stay safe
with financial promotions expertise
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Keep things on track
with a marketing plan