Generic ‘wealth management’ language
Retirement planning, pensions transfers advice, protection, inheritance tax planning and investment management are distinct. Clear service pages help the right clients self-select.
Financial advisers & planners
Website design for UK financial advisers
Trust is built slowly in financial planning. Your website should explain how you work, who you work best with and how you charge — in plain English, and with your regulatory status easy to verify.
Common issues we fix
Charging is unclear
Explaining your initial and ongoing charging structure clearly (whatever figures you choose to publish) reduces mismatched enquiries.
Regulatory status buried
Visitors and AI tools look for FCA authorisation details. We place firm reference numbers and required statements consistently.
Adviser profiles lack substance
Qualifications, specialisms and approach matter. Structured profiles make expertise visible.
A typical site structure
Agreed with you at the start — we only build pages you can support with real content.
- Home page explaining who you help and your approach
- Individual service pages (retirement, pensions, protection, IHT planning, investments)
- How we charge page (figures only as approved by your firm)
- Adviser profiles with qualifications
- Regulatory information and complaints pages
- Client guides or insights (optional, compliance-reviewed)
Structured data
FinancialService and LocalBusiness markup where relevant, Person markup for advisers, Service and BreadcrumbList markup. Schema helps search engines and AI tools interpret your pages; it doesn't guarantee rich results, rankings or recommendations.
Illustrative only
a planning firm with one long ‘Our services’ page might move to separate retirement, protection and later-life pages, a clear charging explainer and adviser profiles.
FCA financial promotions notes
- Website content can be a financial promotion. Content must be fair, clear and not misleading, and your firm should approve it under its own compliance process before publication.
- We'll place your FCA firm reference number, status disclosure and complaints/FOS information as you supply them.
- We do not write performance claims, return projections or ‘guaranteed’ language. This is general information, not regulatory advice.
General information only — not legal, regulatory or compliance advice. Final responsibility for regulated content rests with your firm.
Already have a website?
We map your existing URLs before anything changes and set up permanent (301) redirects from old pages to their new equivalents, so existing links and bookmarks keep working. Read more in how it works, or download our website checklist.
Your next client is searching right now.
Send us your website address. A person reviews it by hand — speed, mobile, structure, technical SEO and how clearly you explain your services — and tells you plainly what we'd change.