Halio.ai is an AI-powered content and compliance-supporting platform designed specifically for financial advisers and wealth management firms.

We help firms create, review and publish high-quality, compliant content across LinkedIn, Facebook and Instagram, without increasing workload or risk. Halio combines intelligent content generation, financial services content, brand customisation and a compliance checker aligned to regulatory expectations.

Firms use Halio to:

• Create tailored posts in minutes using AI
• Access thousands of financial content ideas and templates
• Run compliance checks before publishing against the FCA handbook
• Manage multiple advisers and pages in one workspace
• Track engagement and performance through built-in analytics

Halio was built by professionals with deep experience in the UK advice market. We understand the regulatory environment, the commercial pressures firms face and the importance of protecting brand reputation.

Whether you are an individual adviser building your profile, or a larger firm rolling out a structured digital strategy across a team, Halio provides a practical, scalable solution that reduces friction and supports growth.

The objective is simple: help financial firms communicate clearly, confidently and compliantly in a digital-first world.

We’d love to work with firms that have their own content, social media and/or financial promotions policy to which we can embed within the Compliance Checker so your posts are checked against your policy at source.