Websites for financial advisers and brokers.
Websites for mortgage and protection advisers, financial planners and commercial finance brokers. Your regulatory status stated properly, calculators and guides that start conversations, and the advisers up front. From £995, or £95 a month.
What a finance website has to get right
We design and build websites for advisers, brokers and lenders, and we look after the sites for The Merrigan-Reis Partnership, Central Asset Finance and AEF. A finance site has one job before any other. It has to make a careful person comfortable enough to get in touch, and that takes real names and faces, a plain account of what you do, and your regulatory wording in the right places, exactly as your compliance people approved it.
Think about who is reading. Someone choosing a mortgage adviser is about to share their income, their debts and sometimes their health, and most were given your name by a friend and are checking you on a phone. If the site looks thin, or they can't tell who regulates you, a lot of them stop there.
What a finance site needs
- Your status, worded exactlyMerrigan-Reis is an appointed representative and names its principal firm. Central Asset Finance says it is not authorised by the FCA. AEF says it lends on an unregulated basis only. Each states its position at the foot of every page, in its own approved words.
- Risk warnings in the right placeA mortgage site carries the repossession warning, and notes that some buy to let mortgages are not regulated. We put warnings beside the product they relate to as well as in the footer.
- A calculator that starts the conversationMerrigan-Reis has a mortgage calculator in its main menu. We build calculators from £150, with an email my results step so the enquiry lands with you, and the Business plan includes one.
- The advisers, by nameMerrigan-Reis has an Our Team page and Central Asset Finance has Meet the Team. People pick a person before they pick a firm.
- Guides, case studies and claimsMerrigan-Reis gives away a first time buyer guide and publishes finance case studies and real-life protection claims. These are the pages people read before they ring, and the ones an AI assistant can quote.
- A route for introducersAEF has a page for brokers. Central Asset Finance says many clients first come through equipment suppliers. If introducers matter, they get their own page.
How it works
- TalkA call or a meeting. What you advise on, where enquiries come from now, and who signs off your financial promotions.
- StructureThe pages and what goes on each, agreed before any design. Regulatory wording comes from you or your network, word for word.
- DesignYou see the design and shape it before a line of code is written.
- Sign off, then launchYour compliance check on the finished pages, then live, with old page addresses moved across so you keep what the old site earned in Google.
Finance work
Captivo sells business insurance online. The site is planned around one thing: a sole trader finding their own cover and seeing a price in about ninety seconds.
Recent projects
- CaptivoForty three pages, built so a sole trader can find their own cover in about ninety seconds.
- NorthcoverAn umbrella company site that leads with the payslip instead of hiding it.
- Chubb BulleidA Somerset law firm with over 150 years behind it. We rebuilt the brand and the website.
Finance firms we look after
- The Merrigan-Reis PartnershipPortishead, BristolMortgage and protection advice since 1992, with a mortgage calculator, a free first time buyer guide, case studies, real-life claims and a client portal.
- Central Asset FinanceWinscombe and BristolLeasing and hire purchase for business assets, from office equipment and vehicles to plant and machinery. Established in 2007 and members of the NACFB.
- AEFPocklington, East YorkshireDevelopment finance for builders and developers: land, build costs, bridging and refurbishment, with separate pages for brokers and for how to apply.
- Kings Oak AccountancyMidsomer NortonAccountants for small businesses on fixed fees, with a second site for limited companies turning over more than £250,000.
- CaptivoHigh WycombeBusiness insurance quoted online. The case study shows how the site was planned.
Each of these sites carries our credit at the foot of the page. Click through to see how each one handles the points above.
Prices
Finance websites use the same prices as everything we build. The ten page Business plan includes a calculator, or one can be added to any site from £150.
| Website | Pay once | Pay monthly |
|---|---|---|
| Starter | £9955 pages | £95 a month12 months, then rolling |
| Business | £1,79510 pages | £169 a month12 months, then rolling |
| Estate | from £2,995up to 40 pages | £279 a month12 months, then rolling |
| Shop | from £2,995online shop | £279 a month12 months, then rolling |
Prices exclude VAT. No setup fees. Pay once and the first 12 months of care are included. Pay monthly and the site is redesigned and rebuilt free after 24 months on the plan.
I cannot speak highly enough of this company and the quick turn around time of the project!MortgageWise NIGoogle review, September 2017
What clients say
Word for word from our Google reviews. Older ones use our previous name, Cloud Web Solutions.
Have to start by disagreeing with the last review, by Sohail, on two counts. Firstly Jack (the main person) is a designer; and I want a designer to be knowledgeable, proficient at what they do and produce great work - I don't need him or her to be chatty and friendly. Secondly, in this case I found Jack to be warm and engaging. Yes he is to the point but I want that. The fact is, both Jack and Carly produced great work and seem lovely, genuine and warm people. At least that's my experience. They produced a great looking and functioning website that superseded my previous website, which is all I could ask. They're both super-responsive people who worked hard and diligently to produce great work. So much so, they're now working on the website of my friend and colleague.
Had my website completely redesigned and the whole process was done very professionally and quickly. Jack and Carly respond very and any updates or changes are done very promptly.
Jack has been super helpful with the build of our website and listened to everything we have needed. Really impressed with the service and how easy it has all been!
Found when people search
People search for a mortgage adviser in their town, or ask an AI assistant who can help with asset finance or a development loan. Both favour pages that answer the question plainly, from a firm whose details match across its website and its Google Business Profile. So each service gets its own page with a straight answer at the top.
If you want help with that side, our SEO plans for Google and AI search start at £99 a month. We will not promise you a ranking, because nobody honestly can.
What we leave to you
We do not write your risk warnings, and we do not decide what counts as a financial promotion. That belongs to you, your compliance adviser or your network. We put the approved wording exactly where it has to be, and we keep it there every time the site changes.
Questions
How much does a website for a financial adviser cost?
£995 for five pages or £95 a month. Ten pages are £1,795 or £169 a month, and that plan includes a calculator. Larger sites start at £2,995. Prices exclude VAT, and unlimited updates and support are included.
Do you write the FCA wording for us?
No. Your regulatory status, risk warnings and disclaimers come from you, your compliance adviser or your network, and we use them word for word on every page that needs them.
Can you add a mortgage or affordability calculator?
Yes. Calculators start at £150, and one is included on the Business plan. They can finish with an email my results step, so the visitor's details come to you.
We are an appointed representative. What does the site need to say?
Your principal firm or network will tell you the exact wording and where it goes. The Merrigan-Reis site names its principal firm and its FCA status at the foot of every page.
Do you build websites for commercial finance brokers and lenders?
Yes. Central Asset Finance is a commercial finance broker for business assets, and AEF lends to builders and developers. We built and look after both sites.
Who updates the site when products or rates change?
We do, as part of the plan. Email us the change and it gets done, and anything with regulatory wording waits for your approval.
Can we show reviews and testimonials?
Yes, as long as they are real and shown as they were written. We can put your Google reviews or client testimonials beside the service they talk about.
Your
move
Tell us what you are building and we will tell you, honestly, whether we are the right people for it. A call, an email, or a message. Whichever you prefer.