WEBSITES FOR FINANCIAL ADVISORS AND WEALTH PLANNERS

A website that gets found by clients ready to plan their financial future properly.

Financial advice clients have reached a moment that matters. A pension that needs proper consolidation. An inheritance that needs investing. A business sale on the horizon. A retirement they want to plan for, not stumble into. Your website meets them with the qualifications, the regulatory standing, and the proof that you take their financial future as seriously as they do.

  • Found in searches like "financial advisor [town]" and "independent wealth planner near me"
  • More enquiries from clients ready to start a proper planning conversation
  • Chartered or Certified status, FCA authorisation and IFA credentials front and centre
  • Fully managed every month, never on your to-do list
100s
of site pages
Page 1
rankings in 3-6 months
+50%
more keywords
Smartphone screen of Beaufort Wealth homepage with headline 'Bath's chartered financial planners', green 'Book a discovery call' button, and Google #1 ranking card

WHO’S ACTUALLY SEARCHING

Website hero for Ashfield Wealth Planning with large headline "Retirement in sight? Plan it properly." and green CTA


Financial advice clients aren't shopping, they're choosing who they'll trust with their financial future.

A couple in their fifties looking at retirement and wondering if they can afford it. A business owner who's about to sell up and needs to invest the proceeds properly. A widow facing decisions about a pension and an inheritance she didn't expect. A family wanting to protect what they've built and pass it on without losing half to tax. They've already learned not to trust a salesperson with their savings. They want a chartered or certified adviser, transparent fees, and the kind of long-term relationship they can build a financial plan around.

WHAT MAKES A WEBSITE WORK FOR ACCOUNTANTS AND TAX SPECIALISTS

Three things every financial planning site needs to do well

Two overlapping browser windows with code-style lines and a green location pin

A page for every service, in every town

Found for the exact searches your clients type

  • Pages for retirement planning, pensions, investment management, inheritance tax planning, business sale planning and protection
  • Each one targeted to a specific town in your catchment
  • The visitor lands on the page that answers their exact financial question
Dark document checklist with award ribbon and green approval check mark

Credentials and regulation placed where clients check

The proof that earns the first meeting

  • Chartered Financial Planner or Certified Financial Planner status in the header
  • FCA authorisation reference number visible on every page
  • Professional body memberships (PFS, CISI, CII) shown without having to ask
Dark calendar icon with green circular badge showing white pound symbol (£)

Fees and process explained, not buried

The detail that turns enquiry into discovery meeting

  • Fee approach (initial advice, ongoing service, transactional) explained clearly
  • Discovery meeting process and what to expect set out plainly
  • Ongoing service commitments and review meeting cadence shown upfront

Want to see what this looks like for your practice?

20 minutes, no pitch, no obligation. We'll talk through the kind of clients you take on, the towns you cover, and whether a Frively site fits the way your clients arrive.

Frequently Asked Questions

Do financial advisors really need a website that's different from a generic professional services site?
Yes. Financial advice clients search differently to other professional services clients and check credentials in a more particular way. They use terms like "financial advisor [town]", "independent financial advisor near me", "chartered financial planner [town]" or "retirement planning advice". A generic professional services site rarely surfaces for these searches or carries the regulatory detail clients verify before they enquire. A website built for financial advisors and wealth planners has a page for each service and town combination, plus the FCA authorisation and chartered status that financial advice clients specifically check.
How long does it take a financial advisor website to start ranking on Google?
Most Frively financial advisor sites reach page one for their target local searches within three to six months. The exact timeline depends on how competitive your catchment is and the breadth of services you want to cover. The free assessment will give you a realistic view of where you'd start.
What credentials and regulatory information should be on a financial advisor website?
The information clients check before they enquire: your chartered or certified status (Chartered Financial Planner via CII, Certified Financial Planner via CISI), your FCA authorisation reference number, your professional body membership (PFS, CISI, CII), and your independent or restricted status. All should appear in the header, on every relevant service page, and in the footer. Financial advice clients will not enquire with an adviser whose regulatory standing they cannot verify on the FCA register in seconds.
Should a financial advisor website show fees?
In most cases, yes - at the level of fee approach rather than every specific number. Clients want to understand how you charge before they take a discovery meeting. The website should explain whether fees are charged as a percentage of assets, fixed fee, hourly or a combination, what the typical initial advice fee covers, and what ongoing service costs. Clients have learned to be wary of commission-based selling - the adviser who explains fees transparently builds trust significantly faster.
Can a financial advisor website be FCA compliant?
Yes - and it needs to be. Financial advice websites must include specific regulatory information (FCA reference number, status disclosure, complaints procedure, FSCS protection where applicable) and must follow FCA rules on financial promotions. A website built for financial advisors should have this compliance built in by default, not bolted on as an afterthought.
Can I switch to a Frively financial advisor website if I already have one?
Yes. Many of our financial advisor clients come to us with an existing site that isn't bringing in the discovery meetings it should. We migrate your content, rebuild the structure for local search, and keep your existing domain and email running throughout. There's no period where your site is offline. Compliance content is preserved and reviewed during the migration.
What does a Frively financial advisor website cost?
There's an upfront build fee and an ongoing monthly fee that covers hosting, updates, content refreshes, and local SEO. Pricing depends on the size of your firm and the breadth of services you want to cover. The free assessment includes a price estimate based on your specific situation.

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See how your site reads to someone at a moment that matters

Pulse is our free, proprietary, human-reviewed assessment. We score your current site against how financial advice clients actually search and decide - the regulator language they look for, the credentials they scan, and the reassurance that gets them to fill in the callback form.

A real reviewer goes through every page on your site and shows you exactly what's costing you enquiries. No automated tool, no generic checklist - a written assessment of where your site is winning and where the next IFA in her search is getting the conversation first.