Leaving you to focus on business
Whilst we take care of socials
Let us take care of
your socials
Attract more clients, build trust, and strengthen your reputation with done-for-you social media management
What our clients are saying about halio managed
With the support of the team, I’ve been able to share regular, relevant content that resonates with my connections and gains real traction. This has not only helped me reconnect with old colleagues but also strengthened existing relationships and generated new business opportunities.
Dominic Pape, Parallel Wealth Management
Mark and his team make the process straightforward and seamless. If you’re looking to elevate your social media presence and drive engagement, I can’t recommend it highly enough.
Chief Executive and Adviser
Having never fully embraced sharing openly on social media, our leadership recently decided to take the plunge, thanks to Halio. Mark and Sam took the time to understand each of us individually - our motivations and how best to use our social media accounts to project both our personal and collective brands.
Adviser, PWM
I must admit, I’ve been surprised by the success. For instance, during a meeting involving a 7-figure sign-up, a professional athlete commented on one of my recent posts. Other clients have remarked that they’ve enjoyed seeing a more personal side of me. It has added a new layer of connection.
Cavan Halley, Director and Adviser
This experience has been eye-opening. Being a credible adviser is central to my identity, but sharing broader facets of my life has deepened relationships in unexpected ways. Authenticity is everything, and a LinkedIn profile that reflects the various aspects of your life can be a powerful tool. It validates who you are and reinforces your relatability and professionalism.
SJP Adviser
I highly recommend - it's transformative.
Adviser
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Financial Advisers & Accountants
Build trust, showcase expertise, and connect with clients
As a professional, your personal brand is one of your most powerful tools for growing your business. Whether you want to attract new clients, strengthen relationships with existing ones, or position yourself as a leader to support recruitment, your social media presence matters.
With Halio Managed for Financial Advisers & Accountants, we make it easy. Our team handles everything – creating, posting, and managing your content – so you can focus on building your practice and serving your clients.
What’s included in halio managed?
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Tailored content creation
Bespoke posts crafted to reflect your personality,
expertise, and values.
expertise, and values.
Share content that connects with clients – from
tips on financial planning and tax planning
to insights on market trends.
tips on financial planning and tax planning
to insights on market trends.
Consistent posting schedule
We post on your behalf 3-4 times per week, keeping your social media active and engaging.
Content is shared across LinkedIn and Facebook, where your clients and prospects are most active
Professional designs
High-quality visuals customised with your logo,
brand colours, and contact details.
brand colours, and contact details.
Each post reinforces your professional image and
expertise.
expertise.
Exclusive halio dashboard access
Easily review, edit, and approve your content in one simple platform.
Maintain oversight while we do the heavy lifting.
Direct communication
Monthly strategy calls to align on your goals and fine-tune your messaging.
A dedicated WhatsApp group for quick updates, ideas, and collaboration.
halio
Managed
Managed
£997
£597
per month
(Inc. VAT)
(Inc. VAT)
Done for you social media by a halio expert, to help you grow on social media.
halio
Managed+
Managed+
£2000
£997
per month
(Inc. VAT)
(Inc. VAT)
halio Managed plus weekly outreach, connection requests & engagement
Halio
Managed
Managed
£4970
per year
(Inc. VAT)
(Inc. VAT)
Done for you social media by a halio expert, to help you grow on social media.
Halio
Managed+
Managed+
£9970
per year
(Inc. VAT)
(Inc. VAT)
Halio Managed plus weekly outreach, connection requests & engagement
Why halio?
Why financial advisers & accountants love halio managed
Streamline your schedule
Focus on your clients while we handle your social media presence.
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Boost recruitment efforts
Stand out as a leader and attract top talent to your team
Grow your business
Attract and convert new clients with engaging, professional content.
Hassle-free management
With our dashboard, monthly calls, and real-time WhatsApp support, you stay involved without the stress.
Deepen client relationships
Share valuable insights that keep you top-of-mind with your existing audience.
Frequently asked questions
What does your managed social media service include?
With Halio Managed, our team handles everything from scheduling, creating and managing your content, so you can focus on building your business and keeping your clients happy.
What is the difference between halio Managed and halio Managed+
halio Managed+ includes all of the features of halio Managed, plus proactive outreach services. With Managed+, we also handle engagement tasks like sending connection requests, initiating messages, and driving active audience engagement - helping you expand your network and boost your brand’s reach.
Who creates my content?
You will have a dedicated social media specialist who will create your content in line with your brand guidelines. They will work closely with you to ensure the tone and messaging align perfectly with your goals.
Do I need to approve posts before they go live?
Yes. All posts are first placed in your queue within halio, where you can quickly review and approve them before publication. This process is simple and straightforward, ensuring every post meets your standards, keeping you in control, without being time-consuming.
How often will content be posted on my behalf?
The Halio managed package includes 3-4 posts per week. We collaborate with you to establish a schedule that keeps your audience engaged while fitting your business objectives.
Which social media platforms are supported?
Our managed service supports LinkedIn, Facebook, Instagram. We customise our approach based on your target audience, industry and requirements.
How do you ensure compliance with industry standards?
We specialise in creating content specifically for SJP, UK Financial Advisers and UK Accountants, allowing us to ensure compliance with relevant industry and company standards.
What is the turnaround time for content creation and approval?
Content will be available for approval at least 3 working days prior to the scheduled posting date. Any urgent content requests will be actioned within 1 working day.
How do I get in touch with my social media specialist?
You will be able to contact your social media specialist via a dedicated WhatsApp group or via email, whichever best suits you.
Can I cancel the service at any time?
Our service requires a minimum term of six months. After this period, you can cancel your service by providing a 30-day cancellation notice.
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