Websites for wealth managers
Websites for wealth managers that build trust first
Clients hand you their life savings, so your website has to feel as considered as your advice. We build calm, credible websites for financial planners and wealth managers that respect the FCA’s rules on financial promotions.
- FCA-aware content structure
- Accessible for every client
- Secure, fast and private
What your website needs to do
Credibility in every detail
High-net-worth clients judge you on detail. A polished, well-run website quietly reinforces that you’re the safe choice.
Rules, badges and trust
Financial promotions and Consumer Duty
Under the FCA’s rules, your website counts as a financial promotion, so it must be fair, clear and not misleading. That affects how you describe performance, fees and risk. Your firm’s status as authorised and regulated by the FCA, with your firm reference number, should be easy to find.
The FCA’s Consumer Duty also expects firms to support customer understanding and avoid foreseeable harm, including for vulnerable customers. Clear writing, accessible design and honest explanations of fees all help. We build the site around your compliance sign-off process rather than working against it.
What your customers type into Google
These are the kinds of searches we plan your pages around, alongside your town and service area:
- independent financial adviser near me
- wealth management firm
- financial planner
- retirement planning advice
- pension transfer advice
- inheritance tax planning
- chartered financial planner
- investment management UK
Our recommendation
Growth, with a compliance workflow
Wealth management firms usually choose Growth (£6,950 + VAT) or Scale for larger firms, with an editorial approval workflow and integrations with your CRM.
Questions we’re often asked
Does our website count as a financial promotion?
Generally, yes. Content that invites or encourages people to engage in investment or financial activity is likely to be a financial promotion, so it should follow the FCA’s rules. We build with that in mind and work with your compliance team.
Where should our FCA details appear?
Typically in the footer of every page and on your About or legal page, including your firm reference number. We can also link to your entry on the FCA Register.
Can our compliance team approve content before it goes live?
Yes. We set up WordPress so articles and page changes need approval before publishing, with a record of who approved what.
How do you make a financial website accessible?
We build to WCAG 2.2 AA: readable text sizes, strong contrast, keyboard access and clear language, which also supports the FCA’s expectations on vulnerable customers.
Let’s build a website your clients trust
Tell us about your business and where you work. We’ll show you what a better website would look like and what it costs.
Prefer to talk? Call Stephen on 07921 866754.