Our Clients

Supporting financial advisory firms with their website

Financial Website Design

February 2022

A large proportion of internet sales will be from new customers. Having a website significantly improves your customer reach.

Websites aren't just local, they are global!

Let's face it, everyone has a website these days. A prospect even when finding out about you from word of mouth will want to check you out.

Your IFA website really matters, it's how you reach new clients

Why do IFAs need a website?

1. An online Marketing Tool

Your website is a vital tool in your marketing strategy. It will help online visitors find you and advertises what your firm can offers.

A marketing website does more than attract new enquiries, you can use it to keep existing customers up to date with special offers, product launches and news about your business.

2. Looking professional and having credibility

It may be an old cliché, but if you can't be found on the internet it doesn't look great. Most professional businesses “keep up with the times” and possess a website.

Since an increased number of consumers use the internet to search for the products or services that they need. Without a website, potential clients may go to your competitors. Having a website does create immediate credibility.

3. An Online Brochure to keep your clients informed.

Many IFAs and financial advisers spend money creating brochures, printing and distributing them.

But why not use your website as a marketing tool? Your website can display both your products and services in an attractive and engaging manner.

Having a good quality website makes it possible for potential clients to find you online. You can still direct visitors to your site by use of marketing campaigns, word of mouth and networking.

If much of your business is via networking and personal connections, your visitors will want to check out your website.

It is always far easier to update information about your financial products and services on your website than in a brochure, which makes your site an effective way of letting your customers know about any new services you may offer in the future. Unlike printed brochures which can quickly become outdated, your website will be able to provide current information and news about you and your firm.

4. More potential clients

Nearly everyone uses the internet these days, often investigating and purchasing a service or product. By not having a website you could be missing out. Many financial advisers subscribe to “Unbiased” or “Vouched For” which can direct customers to their site.

A website will always make it possible for you to target a wider market.

5. Showcasing yourself and your services

By having a website you can showcase your services, what makes you different, even the way that you work and take care of your clients. Online visitors can check you out at their leisure and not feel pressured into making a decision.

The internet has a far wider reach than any other form of advertising. Whilst it may take time to build up enough traffic to your site in order to make an impact on your company's marketing campaign, it is't worth the initial time and effort. We do all the work for you, once we've discussed what you need.

Be visible. Your website will your company's online presence; through it, you can advertise your business.

6. Improved customer service

There may be tools and information that your existing clients may find useful. Up to date Tax tables, a Client “Portfolio Login” where clients can check their investment funds, perhaps even useful guides about retirement options.

By adding articles or uploading newsletters, you can keep your customers up-to-date. What better way to provide them with value added service than by sharing information on your website?

Your website makes your company credible and easy to find. It can showcase your services

What can I expect to be included in my website design?

We can include anything you need on your site; both design and functionality. It's important your website looks and performs how you want it to.

Of course we use our own FCA Compliant content which is regularly updated, that goes without saying. There may be many other items that you may like on your site, we can add for your site for free.

We have a range of beautiful, customisable designs. No one site ever looks the same. We include professional images in the setup cost, it's good for us if your site is looks stunning.

Quarterly Client Newsletters

We include quarterly client newsletters so you can market your services to your clients. It's a great way to stay in touch and build client relationships.

Once your brochure has been passed by our regular FCA compliance companies, it gets automatically added to your site. we'll then email you to let you know it's been done.

Regular client brochures are included in your £40 monthly fee.

Market your services to your clients with our IFA brochures

Other features you can expect with your website

Here's a list of some of the features we can add to your site:

  • Professional Photos
  • Videos
  • Location map
  • Links to Social Media
  • Technical Guides
  • Documents
  • Portfolio Links
  • Client Login
  • Calculators
  • News Feeds
  • Tax Tables
  • ... and more
We can add staff photo galleries to your IFA website

Staff photo gallery

Each site is built individually and we'll look at the best way to display content that is individual to your firm. Your staff biographies (depending on size of your firm) may suit a staff photo gallery. If that's the case we'll add it to your site.

How about a slideshow to market your key services?

Photo Slideshows

How about a slideshow to market your key services? No matter which design you choose we can usually add a slideshow if that's what you'd like. Slideshows are a great marketing tool and can often add a modern feel to the site.

We offer a great customer service alongside a list of features and tools. Your website is a vital marketing resource, let us make it the best we can.

How we build your website

We can take your existing website, ask you a few questions and advise what will work best.

Mainly we have small firms who come to us having not had a site before and want to get started in the online marketplace.

We also get clients who have an out of date site that no longer addresses their business focus and that looks tired and out of date.

There are many steps we need to address in order to design and build a site that meets your needs, we find that no two firms are the same.

Steps we take in building IFAs beautiful websites
  1. Get the focus right
  2. Help you choose a website design
  3. Choosing the right images and straplines
  4. Building your site
  5. Creating marketing brochures (don't worry they are included).
  6. Help you with a website domain name.
  7. Launch your website
  8. Keeping your site FCA compliant
  9. Making sure information stays up-to-date with budget and other changes.
  10. SEO advice and website analytics.
  11. Mobile responsive checking, making sure it looks right on mobile devices.
We take care of your website build from beginning to end, don't worry we do all the hard work.

What other services will I receive with my site?

We try to offer you everything you need, all in one place.

We support you by regularly updating the content on your site, this includes regular client newsletters that are branded to your firm.

We also submit your site annually to your compliance company and action any requests from them.

  • Advice on SEO optimisation, we have a fairly sound grasp of SEO and can offer sound advice. When seeking SEO advice, we ALWAYS ask you to talk to a number of "SEO experts" and go on a recommendation.
  • Google Analytics, webmaster tools. If you want a friendly face to talk you through your website's statistics, then just give us a call.
  • Any advice on your site - we have worked with advisers for decades but also have a successful website ourselves that we have built from the ground up.

We listen to what you want, provided the changes aren't excessive you'll find practically all routine changes you request are include in your monthly fee.

We support you with your website, we're always here to listen

Useful tips for your website

1. Add a Blog or Resource Section to your site.

If clients are asking common questions and you could think about having a FAQ page.
Somewhere you can add information your clients might find useful

2. Think about what makes you stand out?

Is there something that you do, that your competitors don't?
Can you offer something worth having? Is your client feedback great?

3. Testimonials and staff photos

Client feedback and staff photos help to build trust and let your website visitors make a connection, we think they're a good idea.
We add titles to each testimonial (ones that Google can see) which help with Serp rankings.
We find we're always wearing our SEO hat and making your site earn its keep.

4. Directories

See where your competitors are listed and get yourself added. There are often some free ones.

5. Check out your competition

We have some great tools if you need us to help. As a rule of thumb, do as much as your competition.
Sometimes there's some easy steps you can take.

Check out your competition, it always pays to stay ahead of the game