Popular Keywords for Financial Advice Marketing

Keywords, also sometimes referred to as “key phrases” or “search-terms” are the actual words and phrases your customers enter into search engines like Google and Bing.

Exactly how people search, and the phrases and terms they use, is evolving as customers get used to being able to ask longer questions of search engines, thanks to tools like Google’s AI Mode and ChatGPT.

Despite these changes, understanding what search queries are popular is a foundational element of your website design and digital marketing, because while search queries evolve, so do search engines, and search engines work hard to understand the intent behind a search, not simply to match words together.

The table below lists over a hundred different popular keywords and their average monthly search volume. This data is for to UK-based and regulated financial advisers.

It’s easy to get seduced by high numbers, but here are some important facts to remember.

  • Search volume data is always an estimation – only Google knows the truth about Google searches, and only Bing knows the truth about Bing searches
  • Relevant searches are much more important than big numbers
  • Just because a search term does not have data that does not mean no-one is looking for it. Niche queries may not show up in search data.
  • Every year, about 15% of Google searches have never been made before.

Providing relevant content for your ideal customer is one of the best marketing exercises you can do.

UK Financial Advice Keyword Table

UK Financial Advice Keyword UK Search Volume Jan 2026
annuities1,500
annuity14,800
annuity or drawdown50
annuity vs drawdown10
bare trust2,900
bonds22,200
business protection390
cash isa40,500
collective investment110
company shares320
corporate bonds500
critical illness cover9,900
decreasing term insurance10
defined benefit1,100
defined benefit pension plan120
defined benefit pension scheme290
discretionary trust4,400
drawdown or annuity50
drawdown vs annuity10
easy access savings2,900
easy access savings account10,800
eis9,900
endowment plan110
endowment policy500
enterprise investment scheme2,400
equity release14,800
equity release mortgage1,800
etf19,100
etf investments90
exchange traded fund70
family income benefit10
family investment1,300
family trust1,300
family wealth210
final salary pension3,600
final salary pension scheme320
fixed rate bond3,600
fixed rate income bond90
general investment account1,100
gia22,200
gilts1,600
government bonds44,00
gpp4,400
group personal pension590
health insurance18,100
iht4,400
income in retirement590
income protection4,400
income tax in retirement90
increasing term insurance70
individual savings account6,600
inheritance tax135,000
inheritance tax planning660
insurance fund90
investment account360
investment bond5,400
investment bonds2,900
investment isa5,400
investment plan910
investment platform1,800
investment trust4,400
isa6600
junior cash isa3,200
junior isa27,100
junior stocks and shares isa8,000
key man cover140
key man insurance10
key person cover90
key person insurance40
life assurance4,400
life insurance110,000
lifetime cash isa320
lifetime investment isa170
lifetime isa74,000
lifetime mortgage5,400
medical insurance6,600
mortgage protection plan170
mpa14,800
mutual fund6,600
oeic1,800
offshore investment bond320
onshore investment bond140
open ended investment company480
pension246,000
pension plan1,900
pension vs sipp30
pensions33,100
personal pension3,600
premium waiver benefit70
private medical insurance18,100
property fund480
property investment6,600
protection plan210
rac pension110
real estate investment trust140
regular saving account20
regular savings account880
reit9,900
relevant life110
relevant life insurance20
relevant life plan170
retirement annuity contract260
retirement plans90
savings account49,500
school fees590
seed enterprise investment scheme70
seis3,600
shareholder protection390
shares5,700
sipp vs pension70
stock market investment440
stocks and shares9,900
stocks and shares isa47,500
structured products660
tax in retirement590
term assurance90
term insurance810
transfer pension1,500
trust18,100
uni fees2,400
unit trust1,300
university fees2,400
vct8,000
venture capital trust2,400
wealth protection210
whole of life590
workplace pension5,400
ifa8,000
ifa near me10
financial adviser near me270
local financial adviser90
local ifa50
chartered financial adviser210
chartered ifa20
family wealth trust50

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