- For Ambitious Brands
Sustainable growth for financial services brands that are
Marketing strategy and execution, done properly.
A Reliable Pipeline
of high-quality enquiries for brokers
Senior-Level Execution
for in-house marketing teams
Specialist Support
agencies can plug in and trust
- Marketing Expertise
Unlock Impact with Insight.
I’m Rachel. I help financial services businesses unlock growth through focused, intentional marketing.
- Brokers attract high-quality leads that convert.
- Marketing leaders move key projects forward with expert execution.
- Agencies access specialist support to scale faster.
- Tap into 10+ years of financial services marketing expertise.
- Benefit from financial sector knowledge + hands-on digital marketing skills.
- Bring back-burner projects to life with clarity, focus, and impact.
- Testimonials
Real Clients. .
Partnerships built on clarity, communication, and real business results.
Chris Britto
Specialist Finance Broker
"Not only did Rachel get us from the start, she has been an integral part of our growth and helped establish our position within the specialist finance market place. She has not just been an outsourced element of our business, she has been a valuable member of our team."
Emma Couling
Marketing Agency
“I've had the pleasure of working with Rachel since 2022 across a few paid media projects as a contractor on behalf of Fresh Egg. She's consistently brought positive and proactive energy to every engagement and is always personable and reliable. Working on projects within finance and property, Rachel has been really flexible and has worked well with us and our clients.”
Helen Mount
Marketing Manager
“Whether you are looking for someone to take on and lead your marketing efforts or simply supplement your inhouse team, Rachel really knows her stuff. She is proactive and has her finger on the pulse. She's also down to earth, a doer and can be relied on to deliver on your brief with a friendly and professional attitude.”
Abraham Uys
Financial Advisor
“It was real pleasure working with Rachel and she was worth every penny. The importance of this cannot be stressed enough when you consider the number of people offering services in this area, over-promising and under-delivering. I can honestly say that working with Rachel has left my business in a better position.”
Joe Capon
Mortgage Broker
“Rachel has recently taken over our Google ads and I’ve been amazed by the level of detail she has gone into, which previous companies just haven’t done. I would recommend Rachel to any mortgage or IFA firm looking to take their marketing in the right direction.”
Lyndsay Kent
Mortgage Advisor
“I reached out to Rachel this year for some support with website content creation and SEO guidance. Rachel is brilliant at what she does, is incredibly knowledgeable, expedient and friendly, and I couldn't recommend her services more!”
Suzie Lynes
Founder
“I worked with Rachel for a sponsored LinkedIn campaign to promote awards entries for our upcoming event and I was really impressed with her. I would happily work with her again and recommend her to people looking for someone with extensive knowledge of financial services marketing.”
Fiona Conway
Mortgage Advisor
“I have already recommended her to someone in my network. She really knows her stuff and explains things really clearly. She isn't "salesy" at all and I completely trust her to do the right thing for me and my business. She's a pleasure to work with.”
- Core Services
Plan, execute & grow with .
Content Creation
Build authority. Nurture leads. Convert clients.
Creative, compliant content that positions your brand as a trusted expert. Designed to educate, build confidence, and attract the right prospects - turning interest into meaningful engagement and long-term client relationships.
Social & Paid Media
Position your brand. Influence decisions. Stay front of mind.
A social media strategy built for visibility, reach, and influence. Through smart channel planning and targeted campaigns, I help financial services brands stay relevant, visible, and front of mind with prospects.
Google Ads
Drive traffic. Generate enquiries. Scale growth.
Strategically designed Google Ads campaigns built to capture demand at the moment prospects are actively searching. A scalable and measurable lead source that delivers consistent, high-intent enquiries directly to your business.
- Long Term Growth
Strategic guidance & .
Focused on the bigger picture, not only the task at hand.
Every engagement is designed to create lasting value, rather than short-term wins.
18
MONTHS
Average client engagement focused on long-term partnerships, not one-off projects.
90%
Of clients extend beyond initial scope, driven by results.
6
YEARS
Longest client relationship built on trust and sustained results.
Client .
the Challenge
A small yet fast-growing brokerage with ambitions to become a recognised name in the specialist property finance space. One year in, commercial momentum was building, but their positioning didn’t reflect their trajectory.
- They lacked a cohesive brand and visual identity.
- Little to no visibility across key marketing channels.
- No clear narrative to cut through a competitive B2B market.
To scale the team, diversify lead sources, and build long-term credibility, they needed a strategic marketing partner, not isolated tactics.
the solution
I lead the development and execution of a comprehensive, cross-channel marketing strategy designed to position the brokerage as a credible, visible authority within specialist property finance.
Results in 12 months:
- From early-stage brokerage to a respected name in the sector.
- Social reach increased by 730% across five key channels.
- Multiple features in industry press and awards
The brokerage now has an established market presence, consistent inbound interest, and the foundations to support continued growth.
Client Feedback
“We launched our business 2.5 years ago and before Rachel came on board we had failed attempts with 2 different marketing agencies, who just didn't get us.
Not only did Rachel get us from the start, she has been an integral part of our growth and helped establish our position within the specialist finance market place.
She has not just been an outsourced element of our business, she has been a valuable member of our team.
We are two busy directors who are working on the business and within the business and Rachel has taken on a variety of tasks and strategies including our blogs, social posts, newsletters and helped shape our brand image for our clients.”
the Challenge
A high-performing two-person brokerage generated £224k in its first six months, but their marketing wasn’t keeping pace with their growth ambitions. Their Google Ads campaigns, managed by a previous agency, were significantly underperforming:
- Only half of the allocated budget was being spent.
- Lead quality was poor and inconsistent.
- Tracking issues made optimisation impossible.
To hit their goal of tripling revenue within 12-18 months, they needed expert intervention.
the solution
I rebuilt the Google Ads account from scratch - restructuring campaigns, fixing tracking issues, refining targeting, and aligning spend with demand.
Results:
- 15 qualified mortgage enquiries in the first two weeks.
- First AIP issued within 10 days.
- Significant uplift in both lead quality and volume.
The brokerage now has the momentum required to confidently pursue its revenue targets.
Client Feedback
“Rachel has gone into a level of detail previous companies simply haven’t. The campaigns are well constructed and the keyword insight has helped me understand who we’re targeting and why. I would recommend Rachel to any mortgage or IFA firm looking to take their marketing in the right direction.”
the Challenge
An established fintech and financial services marketing agency required senior paid media support while waiting for a new hire to join the team.
- Expert input was required immediately, with no runway for onboarding.
- A temporary resourcing gap created pressure at a critical delivery moment.
- Two new client campaigns were due to launch without compromising quality or compliance.
To maintain momentum and protect client relationships, they needed a partner who could step in seamlessly and operate at speed.
the solution
I was engaged as an interim Paid Media lead, providing immediate hands-on support across campaign planning, setup, and execution. Each launch was commercially focused, compliant, and built for performance from day one.
Results:
- Successful launch of multiple new client campaigns without delay.
- Zero client disruption during the transition to a new paid media hire.
- Smooth handover, with accounts structured for long-term scalability.
The agency retained delivery momentum, protected client trust, and strengthened its capacity during a critical transition period.
Client Feedback
"We’re in a good place with those accounts so just wanted to drop you a note to say a big thanks for your support over the last few weeks. We’ll be in touch with any future projects."
Is Your Agency
You’ve landed a new client. A major brief comes in. Revenue ticks up. The team stretches to meet it. On paper, everything looks positive. Then something shifts…
- FAQ
The Finer .
What type of businesses do you work with?
I work exclusively with financial services professionals, such as:
- Mortgage and specialist finance brokers
- Wealth and insurance advisors
- Marketing agencies with finance-sector clients
- Alternative investments
- Cash deposit platforms
- Fund administrators
Do you guarantee results?
No, I do not guarantee a minimum volume of leads or level of performance, as every campaign is unique. I focus on creating strategic, data-driven campaigns designed to attract high-quality prospects and grow your business.
Can you share results from other clients you’ve worked with?
Yes, I can share anonymised results of campaigns I’ve managed. Every campaign is unique, so results will vary.
How long does it take to see results?
Timeframes depend on the starting point, the channel mix, and the level of investment. For paid acquisition, early indicators typically appear within the first few weeks, with performance becoming more stable and scalable over a 2–3 month period as data is gathered and optimisations are made.
For longer-term activity such as content and organic channels, the focus is on building visibility and credibility over time, with momentum developing through consistent execution. The priority is not just speed, but building a reliable and repeatable pipeline.
How do you measure success?
Success is measured against the commercial objectives we define at the outset. That typically includes lead quality, cost efficiency, and contribution to pipeline, not just surface-level metrics. Performance is reviewed on an ongoing basis, with regular reporting and structured check-ins to assess what’s working, where improvements can be made, and how activity should evolve. The focus is on building marketing that is accountable, measurable, and commercially effective.
Can you manage compliance requirements for financial services?
Yes, all campaigns and content are designed with FCA guidelines front of mind, ensuring they are fair, clear, and not misleading. For mortgage brokers, marketing activities will also meet your network’s requirements.
Do I need to provide creative assets?
I can work with your existing assets or create new ones for your campaigns, including copy and graphics tailored to your audience. If new assets are required, I’ll need access to your logo files and brand imagery. Please note, I do not produce video content; for reels or videos, we’ll collaborate with a trusted third-party partner.
How often will we communicate?
I provide regular updates via email and we’ll have at least one scheduled call per month. The frequency can be tailored to your preferences and campaign needs.
How much does it cost?
I offer tailored retainer packages to suit your individual needs. My fees are transparent and aligned with the scope and objectives of your engagement.
How much budget do I need for Google Ads and Paid Social campaigns?
I recommend a minimum budget of £50 per day per campaign, depending on the services you advertise.
Is there a minimum contract?
Yes, there’s a minimum fixed period of 3 months, sometimes 6 months depending on the scope of work. After the initial fixed period the agreement becomes a rolling contract, with a 30-day notice period for cancellation.
How do we get started?
- Discovery call - We’ll discuss your goals and confirm alignment.
- Proposal - I’ll share a tailored plan for your campaign.
- Agreement - You’ll receive a service agreement to review and sign.
- Kick-off call - We’ll plan your strategy in detail.
- Campaign launch - I’ll begin executing your campaign.
