Website Development for Financial Advisors

A visitor arrives wary, often after a bad experience with a salesperson at a bank, and decides within a few lines whether to read on.

• The first screen of a phone states in one sentence whom you advise, whether you charge a fee or earn commission, and whether you are independent or tied to one provider.
• Below it stands one button for a first conversation and the name of the regulator that authorises you, with a link to your entry in its register.

Stock pictures of smiling pensioners are on every financial site and tell a reader nothing about you.

• We need a photo of each advisor, the office from the street and the room where meetings take place, plus each person's qualifications and the kind of clients they look after.
• The order of the pages follows the reader's worries: whom you help, how the work runs from the first conversation to the yearly review, what it costs, who the people are.

A regulated firm cannot treat warnings and disclosures as an afterthought, and existing clients use the site too.

• The regulatory statement and the risk warnings are set up once and appear wherever a product is named, so no page goes live without them. Every page records who approved it and when.
• Existing clients find the way to their portal at the top, and the contact form says plainly not to send statements or account numbers through it.