WEBSITES FOR FINANCIAL ADVISORS AND WEALTH PLANNERS
Your retirement planning, pension consolidation, and investment advice - each on a page that ranks where the right clients search.
Frively builds and manages websites for independent financial advisors and chartered financial planners. A page for every service. A page for every town in your range. FCA regulated, Chartered Financial Planner, Certified Financial Planner - all built to win the moment when it has to be right.
WHO’S ACTUALLY SEARCHING
Financial advice clients don't browse. They arrive at a moment.
He's 58. The pension statement arrived last week and he can't make sense of the numbers. Or her husband died six weeks ago and the IFA they used together has just retired. Or they've just sold the business and the buyer's accountant has used a word neither of them quite understands. People don't search for a financial advisor because they're curious - they search because something specific has happened, and they need someone who'll explain it without making them feel small.
It's not "financial advisor near me". It's "pension advisor Brighton". It's "independent financial advisor Hove fees". It's "pension transfer advice cost". The specific decision and often the regulator's term - because "independent" matters more than "advisor", and they want to know upfront whether you're tied to anyone.
A pre-retirement client wants someone who'll model her income, plan the drawdown, and explain it in the same conversation. A pension-consolidation client wants honesty about the costs of moving and whether it actually leaves him better off. An estate planning client wants discretion, expertise on trusts, and the quiet competence that says you've done this before. Each one is at a moment that matters - the page has to feel like the right person is on the other end.
What we do for you
BUILT FOR FINANCIAL CLIENTS
A page for every service. A page for every town you advise in.
Financial advice clients search by the decision they're facing: "retirement planning advisor Brighton", "pension transfer advice Hove", "inheritance tax planner near me". A single services page with a paragraph on each area loses you to the firm with a dedicated page. We build a page for each service - retirement, pensions, investments, protection, estate planning - and a page for each town within your range. The client at the moment that matters finds the page that proves you handle exactly her situation.
Regulatory and credential proof where it has to be visible.
He's checking FCA regulated before he scrolls. He's looking for Chartered Financial Planner or Certified Financial Planner. He's reading whether you're independent or restricted, and whether you carry the right professional indemnity cover. Your regulatory status, your credentials, your PFS membership, and your client testimonials sit in the header, on every service page, and beside the callback form - not on a profile page he'll never read.
Reassurance the page is built around.
She's not filling in a form in five minutes. She'll read your process, look for honesty on fees, and want to know who she'll actually meet before she makes the call. Your service pages carry typical client examples, your fee structure in plain English, photographs of the people who'll do the work, and a low-pressure callback option - so by the time she picks up the phone, she's already trusted you with the first conversation.
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.
FIND OUT MORE
Different specialism?
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.