My story
Financial advisers are heading into their most disruptive decade. AI is compressing fees. National firms are consolidating fast. And the referral model that built most IFA firms is degrading.
The advisers who come out the other side won't just be the best at their job. They'll be the ones who are known — digitally visible, trusted at scale, with a brand that works while they're with clients.
But here's the problem most firms run into: generic AI content actively damages the trust you've spent years building. And hiring an in-house team to do it properly can cost £180,000+ a year before you've bought a single ad.
I built a third way. I call it the AI-Powered, Human-Finished marketing engine. It generates the volume your firm needs to stay visible — but I handle the final 20%. The nuance. The voice. The expertise that makes a client think "this person gets it" rather than "did a robot write this?"
Think of it this way: AI is a power tool. In the wrong hands, it just makes a mess faster. I'm the craftsman who uses it to build something bespoke. The result? The output of a 3-person marketing team, without the overhead.
"AI is a power tool. In the wrong hands, it just makes a mess faster. I'm the craftsman who uses it to build something bespoke."
Principles that guide every engagement
Clarity over complexity
I believe simple, well-executed strategy beats complicated, half-implemented tactics every time. We strip away the noise first.
Results, not activity
Busy marketing that doesn't move the needle is just expensive stress. Every initiative I recommend has a clear connection to growth.
Systems thinking
Sustainable growth comes from building the right systems — not from grinding harder. I design marketing that works even when you're with clients.
Long-term partnership
I work with a small number of advisers deeply, not dozens superficially. You get my full attention and genuine investment in your success.
The journey so far
Financial marketing agency, UK
Mastered SEO, PPC, content strategy, and email marketing across dozens of client accounts.
Moved to Vietnam
Relocated to Southeast Asia and continued to work remotely with a broad range of financial planning clients.
COVID-19: Survival mode
My family and I were stuck overseas during the pandemic. Luckily, this actually worked out. Demand went up as more advisers looked for digital marketing, and I was able to help.
Automation & AI layer
Recognised a significant gap in marketing support for financial advisers and launched TealePen & Pixel. Integrated intelligent automation into the practice — building workflows that allow advisers to scale their marketing without scaling their workload.
The Consolidation Wave
Publishing the book on how financial advisers can survive the AI Wave sweeping over the profession, so they can rise up stronger.
Let's build a practice that markets itself
If you're a financial adviser looking to attract better clients, build real authority, and stop the marketing grind — I'd love to hear about your practice.
Get in touch