Websites for financial advisers
Web design for financial advisers: £249.99 to build, then £49.99 a month, no minimum term. Independent or restricted, and how you are paid. Answer both immediately.
Prospective clients have been told to ask two questions: whether the adviser is independent or restricted, and how they are paid. Most adviser websites answer neither clearly.
Answering both openly, near the top, converts the informed client who is doing exactly what the guidance told them to do, and reassures the uninformed one who is worried about being sold something.
What your customers want answered
- Are you independent or restricted
- How are you paid — fee, percentage, or commission
- What is your minimum, and would you take me on
- What are you authorised to advise on
- What protection do I have if something goes wrong
Point clients at the registerFirms giving financial advice must be authorised by the Financial Conduct Authority, and anyone can check a firm and its permissions on the Financial Services Register. Inviting clients to verify you, and explaining the protection that authorisation brings, is a confidence signal that unauthorised competitors cannot match.
Hiding the minimum
Many practices only work with clients above a certain level of assets, and not saying so wastes everybody's time. Being explicit is kinder and improves the quality of enquiries considerably.
Who you advise and how you are paid
Explain who you typically help, such as people approaching retirement, business owners or families, the areas you advise on and how you are paid.
Regulation
Show your regulatory status as required and keep every page within financial promotion rules. Explain how you are paid, including initial and ongoing fees, so clients know the cost before committing.
What working with you is like
Explain the process: an initial meeting, gathering information, a written recommendation, putting it in place and ongoing reviews. Say how often reviews happen and how clients get in touch between them.
Write for the specific situations you deal with most, such as retirement planning, pension transfers, inheritance planning or business owners. Describe them plainly and within the financial promotion rules, without promising outcomes. Showing that you explain things clearly is itself a reason to choose you.
Common questions
- What should a financial adviser's website include?
- Who you help, areas of advice, how you are paid, the first meeting, regulatory status and compliant wording.
- Do financial promotion rules apply?
- Yes. Check wording with compliance.
- Should I explain fees?
- Yes. Clear information on initial and ongoing fees, and how you are paid, helps clients decide and is expected for regulated advice.
Other sectors we build for
Tell me about your business.
One message is enough to start. I’ll read it and reply myself, usually with a couple of questions and a clear price.
Liam Tapp, Website Builds