Recent Posts

• Financial Adviser Newsletters
• Latest IFA Web Designs
• New Mortgage Broker Designs
• FCA Approved Summer Newsletter
• IFA Websites - Good Value
• Simplifying GDPR for IFAs
• Do SSLs affect your Google Ranking?
• IFA Newsletters
• Why we think we're different
• Professional Photography can help
• Why IFAS need a website
• Great website deal for IFAs
• Your IFA website content matters
• Best Financial Advisor Websites
• Top 10 IFA Websites
• Google+ is changing
• Best Wealth Management Websites
• Autumn Brochure 2015
• Financial Ombudsman details added to your websites
• Mobilegeddon
• Longer scrolling web pages for IFAs?
• How will Google's announcement on mobile sites affect IFAs?
• What are the advantages to IFAs in using a website template?
• Financial Advisor Website Design
• Financial Advisor Website Templates

IFA Websites : News / Blog

Category

Attitude to Risk Questionnaire

1st November 2021

Is this something that could save you valuable time? We know how busy our financial advisers are

We are excited to be working on an attitude to risk questionnaire (15 questions in total). A client asked for it to help his clients understand their attitude to risk. It saves him doing it manally and having to calculate the score!

There was no charge for this service, since we feel it's a development that can benefit our other directly authorised clients.

Our Client Newsletters
for Financial Advisers and Financial Planners

2022/2023

Winter: Jan/Feb
Spring: April/May
Summer: July/August
Autumn: October/November

Client Newsletters

EUI Private Wealth Ireland

18th September 2021

We launched EUI Private Wealth's website this week. Something of a first, as EUI Private Wealth is based in Dublin, Ireland.

EUI Private Wealth is one of our EU clients. With a growing number of international / EU clients, based in Malta, Budapest, Ireland and Portugal, it seems we can no longer claim to be limited to developing IFA websites to only the UK.

EUI Private Wealth were delighted with the value we offer, a professional stunning website (including QROPS and EU based jargon!), together with free client newsletters and a great customer service.

Special Offer to Practiceweb Clients

21st August 2021

2012 saw PracticeWeb who develop accountancy websites, take over IFA Systems. Sadly PracticeWeb are struggling to support IFA Systems' clients' websites into next year, not without a significant charge and a rather eye watering monthly fee.

Let us throw you a lifeline!

Rescue Package

Our New Mortgage Website Designs

Design 1

Design 2

Design 3

Design 4

Mortgage Websites

Our Summer Newsletter for your clients

4th July 2019

Our Summer Newsletter has just been published, FCA compliant approved with our leading networks.

We may have an owl theme going on! All of our quarterly newsletters for you to send to your clients are produced and FCA approved. There is no cost, they come as a free extra with your financial adviser website.

Summer Newsletter

Our IFA Websites are Great Value!

Great Value Sites

Your Winter Newsletter has been Published

1st February 2019

Your “Winter Newsletter” for your clients has been compliance checked and has been added to your website.

You can find your new newsletter on your "Newsletter" or "Market Data" page, which will be either on your top navigation or under your "Client Area" or "News" Tab.

This issue covers:

Giving to Charities
Pensions and making the most of your tax relief
Recap on last year's Autumn Budget and what to expect

Winter Newsletter

Your Autumn Newsletter is Ready

1st October 2018

Saving into a pension can be vital if you want to enjoy a comfortable retirement - but watch out for any pension pitfalls that could catch you out.

So in this issue for our clients' quarterly newsletter, we have focused primarily on retirement planning pitfalls and the pros & cons of annuities.

We even touched on nil-rate band discretionary trusts which can be used in estate planning to reduce liability to Inheritance tax on the death of a surviving joint spouse or partner.

These trusts can safeguard assets that otherwise could be liable to means testing if the survivor had to go into long-term care. They aren't so popular since 2007 (the introduction of the transferable nil rate band) but can still be useful.

Autumn Newsletter

Has GDPR made things difficult for IFAs?

8th August 2018

The introduction of the GDPR, will make it necessary for IFA businesses to actively seek explicit permission from their customers opting in for marketing materials.

These opt in requests cannot be written into terms and conditions, IFAs must ensure that potential customers or leads are given clear information as to what their data will be used for, how it will be handled and what subsequent contact to expect.

Simplifying GDPR

Secure Certificates (SSL) and GDPR

4th July 2018

With GDPR (Data Protection 2018) Secure certificates (SSL) are needed if you're using an online enquiry form.

Security has always been a priority for Google and we know that it is starting to use HTTPS as a ranking signal. But it doesn't stop there, if your website is using an online form, then it needs to have an SSL certificate.

GDPR & SSL

Don't be saddled with a poor content management system!

26th March 2018

We are unique in our approach to IFA Websites. We are firmly of the view that independent financial advisers (IFAs) don't have time or want the bother of having to understand meta-descriptions, meta-titles, headings and alt tags.

Have I lost you already? Don't be fobbed off by a web development firm that offers you a content management system without an explanation about your Metadata. A poor content management system is worse than useless when it comes to SEO.

Let us help with SEO

It was a busy January!

7th February 2018

January felt busy; with designing and building a couple of sites: mortgage and protection site with a new mortgage calculator, as well as an IFA Site for Add Wealth.

We were also raising money for Mind and mental health as well as drafting our Winter newsletter.

Busy January!

Are you making the most of your newsletters?

26th January 2018

Advisers need to communicate regularly with their clients. An annual meeting allows too much time for a client to investigate other options and not enough opportunities for you to build on a relationship.

We can help you do that with our free quarterly branded newsletters, we'll even help you with the email wording

Market yourself

Christmas Opening Hours

12th December 2017

Please find below our Christmas opening hours. Out of hours we'll only be able to deal with urgent issues. Please email denise@ifawebpro.com if you have a requirement that can't wait.

Christmas Hours

Do SSL Certificates affect your ranking?

15th November 2017

Security has always been a priority for Google and announced it was to use HTTPS as a ranking signal, so far we haven't seen much change, but it's coming.

Chrome is marking non-secure pages containing password and credit card input fields as Not Secure in the URL bar. In a way that's not surprising since Secure Certificates (SSL) have always been used/needed to encrypt and secure data transfer.

Are you getting the most from your financial website?

12th October 2017

It is somewhat unusual in today's online world to come across an IFA without a website.

However not all sites are the same. We certainly work incredibly hard to give our clients value for money, including marketing material on a regular basis together with advice for getting ahead.

What makes us different to other IFA Website providers?

19th September 2017

What makes us different? It's not always easy to pinpoint why you're offering something extra in the marketplace. But we feel we are doing just that.

We've asked prospects and existing clients what they thought.

Business headshots can help you to stand out!

2nd April 2017

With the online world of websites it's hard for prospective clients to connect with you. That's why personal photos and testimonials are so important. They help to build trust.

The web is an anonymous place, but everyone wants to attach a face to a name. Why not add staff photos, underneath each photo a detailed bio. Often a client isn't just purchasing a product or service, they're investing in you.

Some Clients you're better off without!

21st March 2017

We're lucky, on the whole our clients are simply terrific, they are always so appreciative of our efforts and they certainly make our job a joy.

But you know the ones we mean:

• Late payers, they are always going to pay, you send reminder after reminder
• Every piece of work is urgent, they always want it done immediately
• They're rude and full of self importance, never say please and thank you
• And then you get the ones who take your work! they could have asked ....

Your Budget Brochure is Ready

Part of the service we provide to Financial Advisers apart from their website is delivering them a quarterly brochure to send out to their clients.

It's not a quick job, but we feel it can be a valuable extra that we can offer to our clients, one they can use to add depth to their website and use as a marketing tool. Part of our process is passing financial brochures to the relevant compliance companies and then adding to our client's websites.

Our regular brochures are included in your monthly fee. Though if you want one that's matched to your logo and company colours we do have to charge a small surcharge.

Our Spring brochure provides a summary of The Budget, the biggest surprise this time being an increase in the self-employed national insurance, which has since been scrapped.

The vast majority of our brochures have come back from compliance, we're just waiting on a couple of the smaller networks.

If your brochure is ready (they nearly all are!), then you will have been notified and your latest brochure will be sitting on your website for your clients to read.

Here's our latest newsletters to date: Quarterly Brochures for IFAs

Why do IFAs need a website?

9th February 2017

A large proportion of internet sales are from new customers. And having a website significantly improves your customer reach, websites aren't just local, they are global!

Online Marketing Tool

Maybe you're looking for a top financial planning site?

10th December 2016

Season's Greetings from the team at IFA Web Pro.

The year has flown past, as always thank you for your support, we have enjoyed working with you all.

Opening Hours

Cracking website deal for IFAs

28th November 2016

We often offer a bespoke website design to IFAs and don't charge extra, we do stipulate that the design isn't exclusive. That means we can offer it to other financial advisers for our normal templated website flat rate.

Brochure type site, minimal content, large dramatic black and white images of Belfast

Your IFA Website Content Matters!

10th November 2016

Your website content for your Adviser site needs to be carefully written. You need it to make an impact and engage your visitors, it is your website copy that will assist your IFA firm to make a conversion.

Here are 10 top tips to make your adviser website copy work for you

Are you ready to market?

3rd October 2016

Your quarterly newsletter is almost on it's way. It is just being FCA compliance approved. But are you ready?

Newsletters are growing increasingly popular as a marketing tool for any business these days. A marketing newsletter reminds your clients of who you are and your worth as a financial adviser.

This quarter we have produced a brochure with calls to action on pension and investment topics. We know it's a popular area our financial advisers work hard to promote.

Brochures for IFAs, what to expect when

18th September 2016

Spring / Budget Newsletter: Second Week in April

Summer Newsletter: Last week in July

Autumn Newsletter: Last week in October

Winter Newsletter: Second week in January

1st September 2016

Branding for IFAs

Branding is about giving your business an identity. It is a concept that extends far beyond the marketing of “brand name”. A company's brand represents their market identity: who they are, what they do and what kind of quality they provide.

24th August 2016

Mortgage & Protection Websites

We design, develop and host websites for Mortgage & Protection Advisers as well as most Financial Planning companies.

So whether you're an IFA, Financial Planner, Mortgage & Protection Adviser or Equity Release Specialist, get in touch and let us discuss your needs. We would really like to talk with you and show you what we can offer.

1st August 2016

Our Top 10 Best IFA Websites

Here are some great examples of our adviser websites, ones that keep users engaged with simple and intuitive navigation whilst still delivering their messages clearly and effectively.

1. Just Enrolment

1st July 2016

What should you be telling your clients post Brexit?

The outcome of the Referendum to leave the EU was a surprise, many expected the “Remain” side to win.

General advice is to hang on to investments and time the purchase of an annuity. Now is not the time to panic!

17th June 2016

Web Design Best practices for IFAs

When potential clients look for a financial product or service, they often start their search online.

This means your website is likely to be the first thing they see.

We're different from other IFA website providers

2nd May 2016

We're passionate about our products and service, we think you'll find it shows.

1st April 2016

Personalised Budget Report

For a small charge we do produce brochures for financial advisers who don't have a website with us.

Our Clients receive branded Budget Reports each year, it's all part of our marketing package for them.

Quarterly brochures are included in our IFA's monthly website fee of £40.

18th March 2016

Your 2016 Budget Brochure

Your branded Budget reports are on their way, they have been passed by a number of compliance officers and have been emailed out to you. They will be on your website in the next day or so.

If you currently don't receive a branded quarterly newsletter and would like to just let us know, they are free with your monthly website fee of £40.

5th March 2016

The Best IFA Websites?

We deliver professional website designs to financial advisers and financial planners. One that is easy to navigate and accurately reflects their services.

Our field of expertise is in producing an effective online presence and having an understanding on how websites are used for financial advisory firms and what works best.

19th January 2016

Marketing - make sure you don't forget the basics.

Do what your competitors do and more!

It's worked for us.

• Where are your competitors listed?
• What do they offer?
• Understand the market
• Get your website to work hard on SEO (we can help with that)
• Make your website content engaging (we can help with that too!)
• Communicate with your clients (we can even help you out here)

Autumn Statement 2015

25th November 2015

Despite George Osborne's Autumn Statement repeating a number of the measures set out in earlier Budgets, there were still some new announcements.

Autumn Statement Looming

20th November 2015

George Osborne's tax credit changes loom!

Chancellor Osborne will give his first “All-Tory” Autumn Statement on Wednesday November 25th 2015.

Chancellor George Osborne will next week use his Autumn Statement set out details of cuts to spending of around 25 per cent for unprotected departments over the next four years.

So far 11 ministers have settled their cuts, including work and pensions, energy and climate change, transport, communities and local government, and environment, food and rural affairs. Health and international development are protected from cuts.

Google+ is changing

17th November 2015

Google says that after collecting feedback from its users it has made a decision to focus on two key features: communities and collections.

Collections launched earlier this year as a way to let users collect content from a single idea and then share it with other users, while the older communities section encouraged users of similar interests to share hobbies and interests.

The new version was rolled out today : November 17th 2015.

Are we taking care of you?

29th October 2015

We have listened to what our advisers want and then delivered it.

Autumn Brochure 2015

22nd October 2015

Newsletters for IFAs

Your Autumn Brochure will be hitting your inbox today.

Regular financial newsletters you can send to your clients to help you to keep in touch.

In this issue we focus on some of the savings and investment changes taking place in April 2016: Tax free Personal Saving allowance, tax on savings interest and the new dividend tax.

Branded Quarterly brochures are included with all our adviser websites.

Free Client newsletters

It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.

Summer Brochure 2015

5th August 2015

Free Branded Brochures

Your summer brochure for your clients has arrived. It will be on your website (or with your compliance officer if you're not directly regulated) and emailed to you. Client newsletters can be a useful marketing tool by helping you to keep in touch with your clients and. If you're not receiving our quarterly branded newsletters (for YOUR Clients) and you'd like to let us know. They're free, it's all part of our service.

It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.

Financial Ombudsman details added to your websites

7th July 2015

The Financial Conduct Authority have made a change to it's handbook regarding complaints. As a result it is now a requirement for all financial advisers to have a page showing details of the Financial Ombudsman Service on their website.

Don't worry we've taken care of it for you.

Writing for the Web

12th June 2015

It's not like reading a book. Clients scan for content, they're wanting to pick up quickly.

It's why headings and sub headings (as well as images) are so important to get your message across quickly.

Mobilegeddon

15th April 2015

We reported earlier this year (See article) Google's announcement of using mobile-friendliness as a ranking signal from April 21, 2015.

April 21 is less than a week away and because of the potential impact Google's change could have, the date is now being referenced as “Mobilegeddon”. Google may have announced the update early, but it hasn't been forthcoming until more recently with details.

Longer scrolling web pages for IFAs?

7th April 2015

At the start of the year we looked at new website trends for 2015 and then more recently at clicking vs scrolling for IFAs

Now we have our latest design which showcases the use of longer pages.

Clicking vs Scrolling for IFAs?

31st March 2015

There are advantages and disadvantages to both website scrolling and clicking. For instance in the case of scrolling it could seem that the advantages outweigh the disadvantages. Scrolling can be faster than clicking for website users. With modern devices including touch pads that use a 'swiping' action and scrolling mouse does mean that users can scroll through longer pages of content with ease.

Budget Report 2015

25th March 2015

Being emailed out to you!

We have just finished drafting our Spring Newsletter, which contains news from the 2015 Budget Report.

It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.

Latest Newsletter for IFAs to keep in touch

The last Budget was seen as the “Pension Budget” this one is seen as the “Savers Budget”.

How will Google's announcement on mobile sites affect IFAs?

7th March 2015

Starting from April 21st 2015

Google has announced that its new algorithm update will 'Significantly Impact' sites without mobile compatibility.

FCA Changes to Pension Transfer Rules

5th March 2015

The FCA already regulates advice on transfers to personal pensions. The new regime will bring advice on transfers from defined benefit (DB) schemes to occupational defined contribution (DC) occupational schemes into the FCA's remit.

What are the advantages to IFAs in using a website template?

3rd March 2015

What web designs trends will IFAs see in 2015?

24th February 2015

Brochures for IFAs, what to expect when

12th February 2015

Spring / Budget Newsletter: Second Week in April

Summer Newsletter: Last week in July

Autumn Newsletter: Last week in October

Winter / Autumn Statement: Second week in January

How IFAs can build a loyal audience on the web

6th February 2015

Pay attention to quality over quantity and use tracking metrics that matter : visitors, referrals, bounce rate, exit page, conversion rate, top 10 pages ...

Click through does not always mean high engagement, break your content down into chunks and make use of infographics and images. It will have a far bigger impact on your audience.

Use less generic “baits” like: best, top, biggest. Make more use of personal engagement, emotion, views, news....

What Employee Benefits does your firm offer?

1st February 2015

In January Marketing Plans were all the talk and I know we're guilty of constantly telling you to value your clients, making use of newsletters and brochures to stay in touch. This week we've had a think about employee benefits.

Cloning warning from the FCA

The FCA have issued an alert that there has been an increase in regulated firms being cloned by fraudsters. Cloning is when a fraudster uses a firm's name, registration number and address to suggest they are genuine when cold-calling investors to promote investment opportunities that are non-tradable, worthless, overpriced or even non-existent.

Clients' News

25th January 2015

Each year at Christmas, TWM Ltd donate a selection of toys to a local charity. TWM's MD Steve Thompson says, “I feel it is important to support the local community in whatever way we can”.

The toys were donated to “New Beginnings” Refuge Service in Dudley. New Beginnings aim is to provide immediate, safe accommodation for adults and children who are victims of domestic violence/abuse.

How IFAs can market their branded newsletters

22nd January 2015

This week our “The Adviser - Winter 2015” will have been sent to you and added to your website. As an IFA you need to making the most of your brochures and newsletters

The Adviser - Winter 2015

19th January 2015

We have just produced our Winter newsletter for Advisers. It will be emailed to you and automatically added onto your website this week. It's full of financial articles to show your worth to your clients, a very useful marketing tool.

All newsletters are branded with your company details and regulatory statement. They are free of charge and automatically added onto your website.

Web Based Content

16th January 2015

Are you at a loss with blogs, Twitter, Google+, YouTube, Facebook (and more), when it comes to marketing your brand?

Do you want to know how to create killer blogs, podcasts, videos, ebooks and webinars that engage customers and ignite your business?

Marketing Plan for 2015?

15th January 2015

The Marketing Plan: everyone will tell you that you absolutely have to have one. Few of the people who say that, however, are able to tell you what exactly a marketing plan consists of.

Using Slideshows as a marketing tool for your IFA Website

7th January 2015

Slideshows are becoming more popular and can be a good way to market your services. Slideshows (using professional images from our image provider) are offered free our IFA Websites.

New Year - New Start?

IFA WEBSITE - FREE CONSULTATION

Christmas Wishes and Opening Hours

19th December 2014

Christmas is upon us again, the year has flown by!

Autumn Statement

3rd December 2014

George Osborne gave his annual Autumn Statement to Parliament on 3rd December 2014.

We created each of our clients a 6 page Brochure after the speech, which we emailed out that day (and also added to client's websites for all clients who choose to have a newsletter page). We included free branding with each of our Autumn Statement brochures (Company details and regulatory statement) for all of our clients.

There is no charge for a branded copy of our Autumn Statement brochure, it is all included within the monthly fee for your IFA website. We believe in the importance of supporting our clients to stay within budget.

...now to put our feet up, a very well deserved rest is very much needed!

Demonstration Copy »

Which Financial Adviser Directory works best

1st December 2014

Be found easily by prospective clients in your local area. See our article on online directories » and see which performs best for you!

What makes a Good IFA Website?

30th October 2014

Engaging Design, Strong Message, Clear Navigation, Trust, Transparent Charging, Readable Content, Style, Calls to Action

Good IFA Website

Quarterly Newsletters

29th October 2014

Autumn Newsletter added

In this issue both the Flexibility on Pension Lump sums and the “Death tax” on Pensions being abolished are under the spotlight. Proposed Pension reforms both due to take effect in April 2015

New IFA Website Design C

4th August 2014

New IFA Website Design A

15th June 2014

Joining forces with an SEO Specialist

10th June 2014

Being found for relevant searches will assist in attracting prospective clients to your website and generating enquires. For this reason IFA Web Pro have teamed with Graham Baylis from Serendipity, so we can effectively support you with a comprehensive Search Engine Optimisation service, in order to help increase your website ranking on Google and other search engines.

Getting started - websites for IFAs

12th April 2014

....... One of the first things we did was to write new content, enchanced with images and in bite sized chunks. This was to both embrace best practice for search engine optimisation and also to improve the engagement of prospects when they visited clients' websites.

Another important change was the decision to not offer a content management system and instead to provide a more tailored service of a complete site build and maintenance.

IFA Systems

10th March 2014

Our journey started with IFA Systems, they were innovative in being the first to offer IFAs a templated solution in 1999.

In May 2012 IFA Web Pro was formed after the acquisition from PracticeWEB didn't go as planned. We were excited to be able to retain key personnel from IFA Systems who were very much part of their website development team.

This has meant that IFA Web Pro have been able to carry on leading the IFA website market by making further innovations. We started where IFA Systems left off; now offering a more customised approach to the website templated solution.

Get in Touch today

If you are considering a financial website we would love to talk to you. Please feel free to call us 01453 521358 without obligation or alternatively fill out an enquiry form and we'll contact you as soon as we can.