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.
I also build tools for advisers
Straightforward pricing
See full pricingQuestions 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.