New Financial Advisers
Create 30 Days Of Content
‍In Just 30 Minutes

Helping you build your brand and confidence in your first year starting out as a financial adviser for only £20 pm

Try Halio.ai Free Today

What’s included?

Full access to halio for financial advisers

Create engaging, compliant social media posts effortlessly with AI-powered content creation, pre-made posting schedules, and strategic prompts tailored for financial professionals.

Exclusive content bank for new advisers

Struggling with what to post? We’ve built a unique content bank packed with ideas specifically for new advisers, helping you share your journey, showcase your expertise, and attract clients with confidence.

Affordable pricing designed for new advisers

We know how challenging the first year can be, so we’re making Halio more accessible:
‍
£20 per month or £200 per year
(2 months free!)

Why Halio?

Why start using halio now?

Stand out early

Most new advisers wait too long to build their online presence. Start now and become known before your competition catches up.

Build trust & confidence

Clients want to work with advisers they feel connected to. Halio helps you show up consistently, even if you’re just getting started.

Save time & focus on learning

Instead of stressing about social media, let Halio handle it for you with AI-powered content that fits your brand.

All the features you need to stand out on social media as a new financial adviser

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 a 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.

The content lab that works for you

Create, customise, and schedule posts effortlessly to engage your audience and grow your Financial Advice Practice

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 has been a real asset as I launch my financial advice business. The adviser-specific content and easy scheduling have helped me create a consistent online presence. I have already had a couple of leads as a result.

— John Morris

As a new adviser, I wasn’t sure how to get started with social media. Halio made it simple and gave me the confidence to build my brand and attract clients.

— Sarah L, Trainee Financial Adviser

I knew how important being consistent on social media was to growing my new business, but until I found Halio, I was really struggling to juggle it alongside everything else. Halio has saved me so much time, it’s like having my own social media manager, at a price I can actually afford as a new adviser!

— Michael Trussel, Adviser

Halio has been a game-changer for me. With their ready-made post ideas and intuitive scheduling, I can focus on growing my practice while staying connected with potential clients.

— Emma R., Financial Adviser

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

Frequently asked questions

What is halio+?

alhio+ 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.

Start building your brand today

Your first year as an adviser sets the foundation for your career. With Halio for New Advisers, you’ll have the tools, content, and support you need to grow with confidence.

Get started today for just £20/month or £200/year!

Enter code at checkout to receive your discount.

*This discount is for new advisers who have been qualified for less than 12 months at sign-up. Usually £59/ month or £590/year.
Proof may be required. Non-transferable and cannot be combined with other offers. Terms apply

Social media insights for
‍Financial Advisers

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

How AI Is Changing the Way Financial Advisers Manage Social Media Content

Explore how AI is changing content management for financial advisers, from ideation to auto-publishing, and discover how halio.ai content automation streamlines social media for advisers.

9 Min

The Power of Personal Branding – Using halio.ai to Build Trust as a Financial Adviser

Learn how financial advisers build trust with personal branding on social media using halio.ai’s AI-powered branding tools, from custom templates to thought-leadership posts.

4 Min

How to Create Professional and Branded Content in Minutes with halio.ai for Financial Advisers

Discover how halio.ai turns branded content creation for financial advisers into a five-minute task, with templates, AI captions and automatic brand styling that keep every post professional and compliant.

5 Min

New Financial AdvisersCreate 30 Days Of Content‍In Just 30 Minutes

Build trust, showcase expertise, and connect with clients