My Social Goals

My Social Goals is a small Birmingham-based agency working exclusively with financial professionals — mortgage brokers, advisers and firms across the UK. The agency positions itself around helping this niche build trust online and reduce administrative burden, combining web design, CRM automation and lead generation into a single offering tailored to regulated financial services businesses. Its core services include website redesign and development, with a focus on clean, mobile-first, conversion-driven builds intended to earn client trust from first contact. It also offers custom CRM setup and automated workflows, covering lead-to-client journeys, onboarding, document collection, reminders and email/SMS sequences, with attention to compliance-friendly data handling for the financial sector. For client acquisition, the agency runs Facebook Ads campaigns for advisers, covering campaign setup, optimisation, creative and copywriting, and lead qualification workflows aimed at avoiding low-quality enquiries. Its SEO service is described as being for long-term growth, involving keyword strategy and planning, technical and on-page optimisation, and regular content creation designed to build organic visibility and credibility for financial advisers. Work is showcased through examples such as a mortgage adviser's website redesign, moving from an outdated, self-built site to a more modern platform intended to support enquiries. The agency operates with a small team and structures engagement through discovery calls and service-specific consultations.