FCA-aware WordPress websites for IFAs, wealth managers and financial planning firms. Built to convert and built to last.
Financial services firms face a unique set of website problems. Generic templates don't communicate the trust and authority that high-net-worth clients require. Slow sites — common with the standard financial services website providers — destroy conversion rates. And FCA-required disclosures and risk warnings are either missing or buried in footers where compliance officers will eventually find them. Firms are losing new clients to competitors with better websites while paying for traffic through Google Ads.
We build bespoke WordPress themes that look and perform like a premium financial services brand. Clean typography, authoritative design, 90+ PageSpeed scores and a lead-generation layout that moves prospects toward a free consultation. We build in FCA disclosure areas, risk warning templates and a CMS your compliance team can update without developer support — so you stay on the right side of your regulator without calling us every time something changes.
High-net-worth clients judge credibility in seconds. We build bespoke WordPress themes with premium typography, professional photography guidelines, case study / client story architecture and clear team profiles — the signals that say "established" rather than "template".
Most financial services website providers score 25–50 on Google PageSpeed. We build to 90+ — which means faster load times, better Google rankings and a user experience that keeps senior clients on the page.
Speed optimisation →FCA disclosure pages, risk warning footer templates, regulatory status displays and a CMS your compliance team can update independently. We don't provide compliance advice, but we build the structure your compliance and legal teams need to populate correctly.
Free consultation CTAs, calculator embeds, downloadable guides and a CRM-integrated contact form — built to move prospects from "interested" to "booked" without friction. Every page is structured around a single next action.
WordPress Website Design →Individual pages for each service — retirement planning, inheritance tax advice, investment management, protection — each built to rank for the specific search terms your target clients use and structured to explain your approach clearly.
Gated PDF guides on pension planning, ISA allowances, inheritance tax and retirement income — the lead magnets that capture email addresses from high-intent visitors who aren't yet ready to book a call. Integrated with your email marketing platform.
Advisor profiles with chartered status, years of experience, specialisms and professional photographs — presented as the cornerstone of the site, not hidden in an About page. The personal trust signals that make clients choose an individual advisor over a faceless firm.
A content hub for budget response articles, regulatory updates and financial planning guides — built to rank for long-tail financial planning queries and to demonstrate ongoing expertise to both Google and prospective clients.
WordPress SEO →Sole trader and small IFA practices that need a credible digital presence to compete with large networks and comparison sites — built around personal trust, transparent fee display and a clear introductory call journey.
Firms managing significant assets for high-net-worth individuals and families — where the website must communicate pedigree, discretion and investment philosophy without over-promising on regulated grounds.
Advice-led businesses where the website is the primary new client channel — built around protection products, mortgage options, and lead capture forms that qualify enquiries before the adviser picks up the phone.
Practices with multiple advisers across different specialisms — pension, protection, investment, estate planning — where separate team profiles, separate specialism pages and a clear client matching architecture drive enquiries to the right person.
Client reviews
"They rebuilt our site in four weeks and we were ranking on page one within the month. It is the best commercial decision we made this year."
"Our old WordPress site was slow, invisible in search and frankly embarrassing. They fixed all of it — we are faster, ranking better and finally winning the right clients."
"WooCommerce, SEO and hosting all managed in one place — it changed how we operate. Sales are up 40% since launch and we have not looked back."
"Our site converts better than anything our competitors are running. They built it around our actual customers — not a template."
Financial services WordPress websites start from £1,800 for a custom-designed site. Full IFA or wealth management websites with service pages, team profiles, compliance structure and lead generation forms typically run £2,500–£5,000. Fixed-price, quoted after a free discovery call.
We're familiar with common FCA website requirements — including clear display of regulatory status, risk warnings on investment content and complaints procedure links. We build the site architecture to accommodate these; your compliance team populates and approves the specific wording. We don't provide FCA compliance advice.
Yes. We regularly migrate financial services firms from providers like Intelliflo, Nucleus, and bespoke agency builds. We preserve all existing URLs, migrate content and ensure there are no drops in existing Google rankings during the transition.
Our WordPress Care Plans (from £150/month) include core and plugin updates, security monitoring and direct developer access — so when your compliance team needs to update risk warnings or disclosures, there's a support channel available without paying for a full project.
Yes, though financial services SEO is competitive. We handle technical SEO, structured schema for financial services and location-based content for locally-focused practices. For broad competitive terms like "IFA London", paid search usually performs faster — but a well-built organic foundation matters for brand credibility regardless.
We can build a gated client login area using WordPress membership functionality, password-protected pages or integration with your existing back-office system. For regulated client portals with sensitive data, we scope this separately and advise on appropriate security architecture.
Yes. Mortgage broker sites have different SEO priorities — "mortgage broker near me", "first time buyer mortgage advice [city]", "remortgage adviser" — and different lead capture requirements. We build dedicated service pages for each mortgage type and a lead qualification form that pre-qualifies enquiries before the initial call.
We embed third-party calculator tools — mortgage affordability calculators, pension drawdown tools, ISA return calculators — directly into relevant service pages. These improve time-on-site and provide a reason for prospects to engage before they're ready to book a consultation.
Yes. The majority of UK IFAs and wealth managers who have moved away from white-label provider platforms use WordPress. It gives you full control, no ongoing platform licence, and flexible architecture for the compliance content and lead generation functionality that financial services sites require.
Yes. CFP and chartered status display is built into the team profile architecture as a primary trust signal. We work with chartered financial planners across retirement, inheritance tax, investment and estate planning — the site positioning reflects the specialisation and seniority of your advice.
We integrate with Salesforce, HubSpot, Zoho, Intelliflo IO, and standard email platforms including Mailchimp, ConvertKit and ActiveCampaign. Lead capture forms can route enquiries to your CRM and trigger automated follow-up sequences from day one.
Yes. Gated guides — pension planning guides, budget response PDFs, retirement income calculators — are built into the site with email capture gates and integration with your email marketing platform. This is one of the most effective lead generation approaches for financial planning practices.
Standard IFA and financial planning sites take 6–8 weeks from briefing to launch. Sites with compliance review cycles, complex team directories or CRM integrations typically run 8–12 weeks. We provide weekly staging updates and account for compliance review time in our project timelines.
Yes. We provide a photography brief that covers the shots we need — team portraits, office photography, client meeting environments — with guidance on lighting, composition and the specific use cases for each image type. Poor photography is one of the most common reasons financial services sites fail to convert.
A 30-minute discovery call, your current site URL, your FCA reference number and a brief on your target client profile. After the call we deliver a written fixed-price proposal within 24 hours that covers design, build, compliance structure and launch.
Book a free 30-minute discovery call. We'll audit your current site, check your PageSpeed score and tell you exactly what's holding back your rankings and new client enquiries.