Financial Advisers
Create 30 Days Of Content In Just 30 Minutes

halio.ai makes it easy for UK financial advisers to build their brand, attract clients, and grow their business without the extra work.

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All the features your Financial Advice Firm needs to stand out on social media

Get started in minutes with our ready-made posting schedules

Whatever your goal or objective, we’ve got a schedule for you.

Create business & personal content in seconds

From post idea to personalised content faster than you can spell “Inheritance Tax” backwards.

Personalise your content with company branded designs

Use halio’s design builder to apply your logo, colours and fonts to professionally designed templates.

Become an financial advice thought leader

Easily rewrite a news article in to a social media post and share your insights

Schedule a months worth of content in less than 30 minutes

Build your personal brand, share company news, educate your audience and generate new business.

Cheaper than a round of golf

and you'll actually be good at it

Halio+

^£59

per month
billed monthly
(inc VAT)

Perfect for individuals who want to start posting content to their company & personal social media accounts.

Try it for FREE

Halio+

^£590

per annum
billed annually
(inc VAT)

Perfect for individuals who want to start posting content to their company & personal social media accounts.

Try it for FREE

The content lab that works for you

Create, customise, and schedule posts effortlessly to engage your audience and grow your financial advice business

Financial advice-related content

Get AI-generated posts that focus on tax updates, compliance tips, and accounting advice.

Personal brand content

Build trust with content that highlights your expertise and showcases your unique voice.

News content

Stay relevant with timely posts about industry news, updates, and trends.

What financial advisers are saying
about halio

Halio’s adviser-specific content bank and schedules have streamlined our process and made having a regular presence on social media really simple.

— James Carter, Office Manager

Halio’s industry-specific post ideas and AI tools have been invaluable. They ensure every post is both engaging and relevant, allowing me to focus on advising my clients.

— Mark Stevenson, Adviser

Since signing up to Halio, my online presence has grown significantly. The platform’s tools have streamlined my social media, letting me spend more time with clients.

— Rebecca Turner, Financial Adviser

Halio has taken our social media strategy to the next level. With 1000s of industry specific content ideas and ready-made schedules, it’s really quick and easy to have a consistent online presence.

— Samantha Lee, Marketing Manager

Halio’s AI is a game-changer, I can create unique, relevant content so much faster than would have ever been possible before and the queue makes it really easy and efficient to manage my posts and ensure I am posting consistently. I don’t know what I’d do without it!

— Sam Wright, Mortgage Adviser

AI-powered social media tool for financial advisers and accountants – Halio.ai dashboard preview.

Frequently asked questions

What is halio+?

Halio+ for UK financial advisers is our enhanced version of Halio, offering all the core features you love plus schedules, post ideas, and content, tailored to UK financial advisers.

How does halio+ help me as a financial adviser?

With halio+, you get access to expertly crafted, financial adviser specific content schedules, a rich bank of post ideas, tailored to you, and ready-made content designed to resonate with your target audience.

Is the financial adviser specific content updated regularly?

Yes, we continuously refresh both our core content and financial adviser content libraries - keeping you up-to-date with the latest trends and changes within the financial advice industry.

Can I upgrade from halio to halio+?

Absolutely. If you’re already using Halio and want the benefits of financial adviser specific content, upgrading to halio+ is easy. Simply head to the billing section where you can view and amend your subscription details.

Social media insights for
‍Financial Advisers

Stay ahead with expert tips, industry news, and social media strategies designed for Financial Advisers

7 Social Media Tips for Financial Advisers

7 Social Media Tips for Financial Advisers: discover how to engage UK clients, grow your network, and showcase your expertise online.

6 Minute Read

Mastering LinkedIn as a Financial Adviser

Mastering LinkedIn as a Financial Adviser: discover how to grow your network, share insights, and attract ideal UK clients.

5 Minute Read

Why Every Financial Adviser Needs Social Media

Why Every Financial Adviser Needs Social Media: discover how UK advisers can attract clients, build trust, and grow their practices online.

10 Minute Read

Financial AdvisersCreate 30 Days Of Content In Just 30 Minutes