Websites for financial advisers.
Calm, plain-English sites that help the right clients find you, with the FCA's rules on financial promotions in mind from the very first draft.
What an adviser's website has to do
Earn trust before the first call
People are choosing who to trust with their retirement. Real faces, clear qualifications and plain English matter more than anything flashy.
Stay on the right side of the FCA
Your FCA number and status, complaints information and risk wording in the right places, so your compliance sign-off is straightforward.
Bring in the right enquiries
Pensions, inheritance tax and investment services explained clearly, with an easy next step for people who are ready to talk.
Pension Planning Services
An independent firm that has advised families and business owners across South Wales for more than twenty years. The brief: financial advice, written plainly, in a site that feels as calm and considered as their service.
Read the case studyWhat's usually included
- Regulatory informationFCA status, complaints and privacy details, set out properly.
- Adviser profilesReal photos and qualifications, so clients know who they'll meet.
- Service pagesPensions, retirement, inheritance tax, investments and protection.
- InsightsArticles you can post yourself, or leave to me.
- A careful enquiry formClear consent wording, and enquiries that land straight in your inbox.
- Fast and accessibleEasy to read on any device, including for older clients.
A compliance checklist for adviser websites
These are the things I check on every adviser site before it goes live. It isn't compliance advice: your compliance officer or network always has the final say, and I make whatever changes they ask for.
- Your regulatory status. Your firm name, Financial Conduct Authority (FCA) firm reference number and the wording "authorised and regulated by the Financial Conduct Authority", with a link to your entry on the FCA register. If you're an appointed representative, the name of your principal firm.
- Company details. For a limited company, the registered name, company number and registered office, usually in the footer.
- Complaints. How to complain to you, and that clients can refer unresolved complaints to the Financial Ombudsman Service.
- Financial promotions. Every page that promotes a service has to be fair, clear and not misleading, with risks given the same prominence as benefits. Investment and pension pages need a warning that the value of investments can go down as well as up.
- Past performance. If you show it, it must not be the most prominent thing on the page, should cover the last five complete years (or since launch) and must say that past performance is not a reliable indicator of future results.
- Services the FCA doesn't regulate. Make it clear when a service, such as tax planning or will writing, isn't regulated by the FCA.
- Plain language. The Consumer Duty expects clients to understand what you tell them, so I keep the wording plain and the pages easy to read, including for older clients.
- Privacy and cookies. A privacy notice that covers enquiry forms and any tools, and a cookie banner that asks before setting anything non-essential.
Want to check an existing site against these? Try my free FCA compliance checker.
Straightforward pricing
See full pricingWhat clients say
Read my reviews on GoogleI've had several websites created by Web Cardiff and the service has been second to none. Thomas is efficient, responsive, and has completed all of the projects I've given him with ease and I've been over the moon with the outcome. I wouldn't hesitate to use Web Cardiff for all of my future projects!
Can't recommend Web Cardiff enough! My site was developed very quickly and exactly as I imagined. The customer service was fantastic and the website was perfectly tailored to my industry.
Our new website is great. Tom went over and above the design brief. We would highly recommend him to anyone!
Questions advisers ask
Do you understand the FCA's rules on financial promotions?
Yes. I write and build with them in mind, and I'm happy to work alongside your network or compliance adviser. Final sign-off always stays with them, and I'll make any changes they ask for.
Can you work with my network's approval process?
Yes. If you're an appointed representative, your network will usually want to approve the site, and any financial promotions on it, before it goes live. I'll send the pages in whatever form they like to review, make the changes they ask for, and we don't launch until you have their sign-off. New articles later on can go through the same check.
Can I update articles and team profiles myself?
Yes, if you'd like to. The simplest way to post articles and edit adviser profiles yourself is a WordPress site, and I'll show you how it works. If you'd rather not, send the changes to me: small changes each month are included in the Plus care plan (£20 a month) and in pay monthly. Either way, anything new should still go past your compliance sign-off first.
Will you write the content, or do I need to?
Either works. Some advisers send me their own words and I shape them into pages; others would rather I write them. I can draft the service pages from a conversation with you, in plain English and in your voice, and you and your compliance adviser check everything before it goes live. Tell me at the start if you'd like me to write it and I'll include it in your quote.
How much does a financial adviser website cost?
A custom-built site is £600 and a WordPress site is £800, both paid upfront, half to start and half when you're happy and it's live, plus hosting and care from £10 a month. Each includes a design of your own, all the pages a typical small business needs, the SEO basics, an SSL certificate and a month of support after launch. Or pay £99 a month, all in, with nothing upfront. Care plans for hosting, backups and security on a site paid upfront start at £10 a month.
How long does it take?
Most sites are live about two weeks after our first call. With a regulated firm, the time your compliance adviser or network needs to review the pages is usually the longest step, so it helps to let them know it's coming.
Tell me about your firm.
A couple of sentences is plenty. I read every message myself and usually reply within about an hour during the working day.
- 1I'll reply with a few questions, or a price if I already have enough to go on.
- 2If it sounds right, we have a quick chat and agree what's included.
- 3No pressure and no obligation. If it's not a fit, I'll tell you.
Prefer to talk? Book a video call, or email me at hello@webcardiff.co.uk.