Financial services PPC consultant

Paid media for financial services brands, planned around ad platform policies and financial promotion rules from the start.

Why work with me

I've spent 12 years in paid media, including agency-side campaigns for financial services clients. I know where campaigns in this sector get stuck, and how to plan around it.

Two extra layers of rules

Most sectors only need to follow the ad platforms' general policies. Financial services has two more layers: extra verification and product rules on Google and Meta, and financial promotion rules. Growth plans that ignore either end up stuck in disapprovals or compliance queues.

How I work

1. Audit. I review your accounts, verification status, disapprovals and tracking.

2. Plan. Channels, keywords and a creative testing plan designed so your compliance team reviews fewer, better variations.

3. Launch. Search and paid social campaigns, live within 10 working days of sign-off and compliance approval.

4. Improve. Ongoing optimisation, with reporting on cost per activated or funded customer.

Where to start

Stuck with disapprovals or restrictions. Account setup, verification and policy fixes before anything else.

Paying too much for generic terms. A shift towards product-specific, high-intent searches and better-targeted social.

Plenty of applications, few funded accounts. Tracking that follows customers past the application, so campaigns optimise for the ones that complete.

Case studies

[Case study: financial services client (agency-side). Challenge, what you did, result.]

FAQs

Can you guarantee our ads will be approved?

No one can. I can make sure accounts, ads and landing pages meet the platforms' requirements before launch, which prevents most problems.

Do you handle compliance sign-off?

No. I work alongside your compliance team, and all financial promotions should be approved by your own compliance function.

Which channels work best for financial services?

Search for people actively comparing products, and paid social for building awareness and retargeting. The mix depends on your product and approval constraints.

What contract do you work on?

Monthly rolling. There's no fixed-term contract.

Growing a financial services brand? Get a free proposal