SM Advice has unveiled a heavyweight strategic advisory board to help steer its expansion plans as it looks to grow market influence.
The new board draws on some of the most influential voices across financial services and mortgage distribution including Stephanie Charman, CEO of the Association of Mortgage Intermediaries and William Lloyd-Hayward, COO of Brightstar Group and Keith Richards, CEO of Consumer Duty Alliance.
Also joining the lineup are Alan Knowles, managing director and founder of Cura Financial Services and Justine Randall, chief commercial officer at Tatton Investment Management.
SOUNDING BOARD
Meeting quarterly, the group will act as a sounding board for SM Advice’s leadership, providing guidance, challenge and insight on strategy, operations and innovation. Each member joins in an individual capacity, separate from their current employers or affiliations.
Originally founded around social media solutions, SM Advice is now seeing surging demand from advisers, networks and business owners for broader operational support spanning marketing, communications, administration, technology, frameworks and process improvement.
ACCOUNTABILITY AND INSPIRATION
Chris Miles, managing director of SM Advice, said: “This is a really exciting step forward and gives us access to brilliant minds who believe in what we’re building.
“I’m incredibly grateful to these individuals for contributing their time and insight at such a pivotal stage of our journey.
“The Board will be an invaluable source of accountability and inspiration as we finalise our plans for Q4 and into 2026.”
SHARED COMMITMENT
Justine Randall added: “It’s exciting to be able to contribute to the growing success of SM Advice – a business focused on the needs of financial advisers today, simplifying the world of social media and digital engagement.
“I feel strong personal alignment with the team – we have a shared commitment to understanding advice firm priorities and SM Advice are leading the market in delivery of tailored solutions to help advisers implement leading social media footprints.
“I’m looking forward to being part of this advisory board to help shape future progress and accelerate the progress already delivered.”
