Social made simple
Halio helps Openwork advisers show up online with confidence – creating consistent, professional content that builds trust, attracts new clients, and strengthens your brand presence.
What this can look like
Working with you
This service is used by advisers and firms who want to build their presence online without sacrificing time with clients.
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Because consistency beats perfection. Advisers who show up regularly online are seen as more credible, more approachable, and more trusted. We make that consistency happen without it becoming another job on your to-do list.
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Social Media
Paraplanner
About
I have over 8 years’ experience working as a paraplanner, supporting financial advisers with technical research and suitability report writing across all areas of financial planning. I am Level 4 qualified and currently working towards Chartered status. I genuinely enjoy the variety and challenge the role brings, and take pride in delivering high-quality work that helps advisers achieve positive outcomes for their clients.
Likes
Travelling, an eclectic taste in music, anything involving Biscoff, Pepsi Max, and pampering my two pooches.
Dislikes
Rude or selfish people, litter bugs, and poor communication.
Consultant at Supportd
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How do I post consistently when I don’t have the time?
What should I be posting as a financial adviser?
How do I make my content stand out while staying compliant?
Can outsourcing social media still feel authentic to me?
How do I measure if my social media is actually working?
We’ll help you create and deliver strategies that drive real results – not just plans on paper.
Need to know more
Browse our FAQs to learn more about our support and services.
We’ll work with you to unlock opportunities, streamline processes, and deliver results that last.
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Back office support for financial advisers, firms and networks
