Financial Advisers Website Design
Websites for financial advisers that pass compliance and earn the first meeting. We design and build custom websites for financial advice firms and mortgage brokers across the UK, with the FCA status disclosure, risk warnings and independent or restricted statement built in, clear service pages and an easy route to a free initial meeting.
A Website for Cautious Clients and a Careful Compliance Officer
Nobody hands over their pension to a stranger after one search. Someone approaching retirement, a couple remortgaging or a family who have inherited money will look at several advisers over weeks, read what each does and charges, check the Financial Services Register before booking anything. They are cautious because the stakes are high and they have been warned about scams. Your website has to earn that first free meeting from people who are slow to trust.
The website is also a financial promotion, so the FCA's rules apply to every page. It must carry your status disclosure, say whether your advice is independent or restricted, be clear, fair and not misleading, and show the standard warnings on mortgage and investment pages. Under the Consumer Duty it also has to be understood by the people it is written for. Compliance will read every word before launch, and the design has to make that easy.
DigitalPod is a UK web design studio that builds websites for professional firms, working with you online from the first call to launch. We design every site from scratch, hand-code it for speed and build the regulatory wording into the structure rather than bolting it on, so compliance review is simpler. Financial adviser websites start from £2,400, with a fixed quote agreed before work begins and the finished site owned by your firm.
What We Build Into a Financial Advice Firm Website
FCA Disclosures Built In
Your status disclosure, firm reference number and, for appointed representatives, the name of your principal, on every page and worded as the FCA requires, so a visitor can match you to the Financial Services Register.
A Page for Every Service
Separate pages for pensions and retirement planning, investments, protection, mortgages, equity release and estate planning, each explaining who it suits, how the process works and how you charge, with the risk warning that page needs.
Book a First Meeting
A clear route to a free initial meeting on every page, with a booking link that opens your diary or a short request form, and a plain explanation of what the meeting covers.
Qualifications and Reviews
Chartered Financial Planner status, other professional designations, your professional body and your VouchedFor and Google reviews shown where people decide, with each used as the awarding body or platform permits.
Built for Compliance Sign-Off
Every page on a test server for your compliance consultant or principal firm to review before launch, with the required wording held in one place so a change updates every page at once.
Client Logins and Secure Forms
A login to your client portal or platform on every page, and enquiry forms that ask only for a name, contact details and the topic, because pension details do not belong in a web form.
The Pages a Financial Advice Firm Website Needs
- Home. Who you advise, the areas you cover, whether you are independent or restricted and how to book a first meeting in the first screen, with reviews and the status disclosure below.
- Service pages. One page each for retirement and pensions, investments, protection, mortgages and anything else you advise on, written around the questions people bring to a first meeting and carrying the warning that service needs.
- How we work and our fees. The stages of advice from first meeting to annual review, what the initial meeting costs, how you charge for advice and ongoing service, and what a client receives for it.
- About and advisers. Each adviser with a photograph, qualifications, Chartered or Certified status where held, specialisms and how long they have advised, because people choose an adviser they could sit across a table from.
- Important information. The full status disclosure, the independent or restricted statement, how to complain and the Financial Ombudsman Service, the Financial Services Compensation Scheme and the company details UK law requires.
- Guides and updates. Plain-English guides on the questions you answer every week, from pension consolidation to protection for the self-employed, each approved by compliance before publication and dated for currency.
- Contact and book a meeting. Booking for a free initial meeting, a short enquiry form, phone and email, your address and hours, the client login and a note on how enquiries are handled under your privacy policy.
Not sure how many pages you need? Our guide to what pages a business website should have walks through each one, and every project starts with a page plan agreed before any design work begins.
Trust, Accreditations and Compliance for Financial Advisers
Financial advice runs on trust, and the FCA has turned much of that trust into rules about what a firm must say and how. Clients, meanwhile, have been told to check the Register and to be wary of anything that sounds too good. Your website has to satisfy both:
- FCA status disclosure. The required wording is "authorised and regulated by the Financial Conduct Authority", and an appointed representative instead names its principal firm and that firm's status. Most firms add the firm reference number so visitors can check the Financial Services Register.
- Clear, fair and not misleading. Every page is a financial promotion, so claims about returns or savings have to be balanced and provable, and the Consumer Duty expects the content to be understood by the people it is aimed at.
- Risk warnings. Mortgage promotions carry the warning that your home may be repossessed if you do not keep up repayments on your mortgage, and investment pages warn that the value of investments can fall as well as rise. Each gets the prominence the rules expect.
- Independent or restricted. The FCA requires firms to tell clients whether their advice is independent or restricted, and the website should say which, in plain words, with a short explanation of what the difference means for the client.
- Complaints, compensation and the Register. How to complain and when the Financial Ombudsman Service can help, what the Financial Services Compensation Scheme covers, and a name and address that match your entry on the Financial Services Register, because clone firm scams have taught people to check.
How People Find Financial Advisers Online
Searches for financial advice are considered and often triggered by a life event: a pension statement, an inheritance, a house purchase, a divorce or the sale of a business. People search "financial adviser [town]", "pension advice [town]" or "mortgage broker near me", then research slowly, reading service pages, checking fees and looking up the firm on the Financial Services Register before they contact anyone.
Most of those searches are still local, so the Google Business Profile and its reviews matter alongside the website. Mortgage searches are more urgent and more price-aware, with buyers comparing brokers on fees and speed after an offer is accepted. Pension and investment searches are slower, and people often arrive from a directory such as Unbiased or VouchedFor, or from MoneyHelper's free guidance.
Whatever the route, the website is where the decision is made. Visitors look for three things: what you do and for whom, what it costs and whether you are regulated, and they give up on sites that hide any of them. Directories send the enquiry, but a profile on Unbiased or VouchedFor is not a website, and a firm whose own site is thin or out of date loses people who were ready to book.
Every website we build includes the search engine foundations: page titles written around the searches your customers make, fast loading, mobile-first layouts, a sitemap and a structure that matches your Google Business Profile. Our guide to getting found on Google explains what to do after launch.
Already Have a Website? Signs It Needs Replacing
Many advice firms have a website their network supplied, or one built years ago that compliance has patched with extra paragraphs ever since. If any of these sound familiar, the site is costing you first meetings and may be worrying your compliance officer:
- The status disclosure is missing from some pages, or the firm name and number do not match the Financial Services Register.
- Risk warnings sit in tiny grey text at the bottom, where neither a client nor a regulator would call them prominent.
- One services page covers pensions, investments, protection and mortgages together, so you never appear for specific searches such as pension advice in your town.
- The site says nothing about fees or how a first meeting works, so cautious visitors move on to a firm that explains both.
- It is a network template that looks like every other member firm, and you cannot change it without raising a ticket.
- Advisers who left are still listed, the client login is hard to find and the site is slow on a phone.
Our website redesign service replaces dated or underperforming sites while protecting the search rankings you have built up, and the website redesign guide explains how to decide between a refresh and a rebuild. Launching a new financial advice firm instead? Start with our startup financial advisers website design page.
What Clients Say
"We required a designer to take our initial vision and develop a website for our company that would be extremely easy to use and would be most appealing to our intended market.Digital pod were an excellent choice and were extremely helpful through the entire process.The end result is something that we are all very proud of and has greatly helped our business expand into a wider market place."
"We now have been using Digipod for our websites and logo designs for over five years. I have to say that everything that they produce is of the highest quality. Our websites receive relevant and worthwhile enquiries, with new projects handled with consideration and professionalism."
"Great service. Stepped through the options clearly, flexible when needed, patient, clear communications etc. And the end results were very good. Very, very pleased. Recommended."
Financial Advisers Website Design Questions
What does the FCA require on a financial adviser's website?
The website is a financial promotion, so it must be clear, fair and not misleading, carry your status disclosure in the FCA's wording, say whether your advice is independent or restricted and show the standard risk warnings on mortgage and investment pages. Appointed representatives name their principal instead. We build it in, and your compliance consultant or principal approves the wording before launch.
Can you work with our compliance consultant or network?
Yes, and we expect to. The whole site goes on a test server where your compliance consultant or principal firm can read every page, and their amendments to wording, warnings and disclosures are made before launch as part of the refinement stage. Because the regulatory wording is held in one place, a change to a disclosure updates every page at once.
Do we have to say whether we are independent or restricted?
Yes. The FCA requires firms to disclose whether the advice they give is independent or restricted. The website should state which you are in plain words and explain what it means: independent advice considers a sufficient range of products from across the market, while restricted advice is limited to certain providers or types of product. Your compliance reviewer confirms the exact phrasing.
Can clients book a free initial meeting online?
Yes. A booking link that opens your diary, with a short form asking for a name, contact details and the topic, is within the starting price and is usually all a firm needs. Full online booking with several advisers' diaries, reminders and video call links is quoted on scope. Either way the form should not ask for financial details, which belong in the meeting or a secure fact-find.
Our website was supplied by our network. Can we replace it?
Often, yes, but check your agreement first: some networks require member firms to use their template, and if you are an appointed representative the principal must approve the site either way. If you are free to have your own, our website redesign service builds one around your firm rather than the network, submits it for the principal's approval, redirects the old addresses and leaves you owning the result.
More answers in our FAQ. See what a financial advice firm website costs on our financial advisers website design prices page, or, if you are just starting out, read about startup websites for financial advisers.
Guides to Planning and Costing Your Website
Other Sectors We Work With
We design websites for established businesses and new ventures across the UK. See how we approach other sectors.
Get a Fixed Quote for Your Financial Advice Firm Website
Tell us about your financial advice firm, your customers and what the website needs to do, or book a call with our senior software engineer to talk it through. Everything runs online, wherever in the UK you are based, and we reply personally with a clear, fixed price.