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The Benefits of Working with our Team

Our approach to financial services marketing is built on five core pillars:

Strategy & positioning

Value propositions, audience insight (B2C/B2B), message houses, and 12‑month plans aligned to commercial targets and regulatory requirements.

Content & campaigns

Websites, guides, emails, calculators, webinars, social and paid media—joined‑up, compliant with Consumer Duty, and effective at driving pipeline.

PR & reputation

Media relations, commentary and reactive PR, thought leadership programmes, and issues management to build trust and credibility in the market.

Data, CRM & attribution

HubSpot pipelines, lead routing, nurture workflows, and dashboards that connect marketing activity to revenue outcomes and commercial performance.

Frequently Asked Questions

Here are answers to common questions about our financial services marketing. If you'd like to discuss your needs, get in touch.

Are you familiar with Consumer Duty and financial promotions rules?

Yes, we're fully versed in FCA guidance on financial promotions, Consumer Duty requirements, and approval processes for regulated firms.

Will you liaise with our networks/approver?

Absolutely. We work closely with your compliance teams, networks, or external approvers to ensure all materials meet regulatory standards.

Do you replace or support in‑house teams?

Both. We flex to your needs—whether you need extra capacity for your marketing team or a full outsourced solution.

How do you measure success?

We track KPIs aligned to your goals—website traffic, enquiry quality, pipeline value, conversion rates, and campaign ROI through transparent dashboards.

Can you handle sensitive issues and complaints?

Yes. We help financial services firms manage reactive PR, issues management, and complaints-related communications with care and regulatory awareness.

What about data security?

We follow strict GDPR protocols and use secure platforms like HubSpot. All client data is handled with confidentiality and regulatory compliance.

What Our Clients Say

Clear, Coherent Marketing Strategy

Stonehouse Communications has helped us to map out a clear, coherent marketing strategy, bringing genuinely joined-up thinking to our estate planning practice.

Estate Planning Consultancy
Managing Director

Friendly and Informative

They're friendly and informative, and with the guidance of Stonehouse Communications, we have seen positive interactions with our weekly marketing emails increase by over 400%.

Estate Planning Consultancy
Director

Reliable and Efficient Flow of Business

They take the time and effort to understand how Holland Asset Management functions, and this has resulted in a reliable and efficient flow of business.

Estate Planning Consultancy
Director

Helped us to Establish our Brand

Stonehouse Communications has helped us to establish our brand and identity in a way that resonates with our clients and has resulted in us building up a healthy pipeline of business.

Legacy Planning Consultancy
Director

Stonehouse Communications has been a Gamechanger

HubSpot implementation with Stonehouse Communications has been a game-changer. Finally, we can integrate our marketing campaigns with our database, track interest, and fine-tune our responses in a way that is relevant and focused. 

Legacy Planning Consultancy
Director

I'd Highly Recommend Stonehouse

I have been working with Iain and his team at Stonehouse Communications for over a year. They have been providing support with our CRM HubSpot on a retained basis. They have been great in setting up the system and helping us utilise it with our requirements. I'd highly recommend working with Stonehouse Communications for your CRM support.

HR & Recruitment Consultancy
Director

Great Service from a Superb Team

Great service from a superb team. Personable, professional, and managing all our IT and social media quickly and efficiently. Definitely worth a call if you are looking to expand your business!

Financial Services
Director

Cannot Recommend Enough

Stonehouse Communications handles our social media and email campaigns. Since they took over, we have noticed a massive difference in engagement. They are highly professional and personable and thoroughly research their material, ensuring that everything posted is true and correct rather than some other companies who use a copy-and-paste approach. Cannot recommend enough

Financial Services
Director
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