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A deep dive into Facebook for financial advisers

Posted by Chris Miles | Sep 11, 2025 | Insights | 0 |

A deep dive into Facebook for financial advisers

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PreviousFINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE
NextRegTech SUPPLIER/SOFTWARE: Engage Insight – Model Office

About The Author

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Chris Miles

Chris joined SM Advice as Managing Director in July 2025, following eight years at the Openwork Partnership, where he held several senior leadership roles and chaired the LGBTQ+ colleague network group. With a career spanning 25 years in Financial Services, Chris has built expertise across Wealth Management, Later Life Lending, Protection, and Mortgages, bringing a broad and informed perspective to every opportunity. His primary passion lies in supporting advice firms to maximise their potential while harnessing the benefits of inclusive thinking. In recognition of his work educating adviser networks on the value of allyship, Chris received a Business Ally Award at the Barclays Diversity, Equity & Inclusion Awards in 2023. Outside of work, Chris is a passionate amateur artist and finds joy in his studio or on long forest walks with his family and rescue dog, Luna Sanchez. Website - www.smadvice.co.uk

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