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FINANCIAL ADVISERS & PLANNERS · WEBSITE DESIGN & SEO

Financial Adviser Website & SEO Package

Make expertise, trust and the advice process easier for the right client to understand.

A professional website for financial advisers and planners, built around adviser credibility, retirement and planning services, client-fit information and a more confident path to an initial conversation.

SMARTYX PLAN
£179/month+ £299 setup

£478 setup + first month at the current plan rate, confirmed at checkout. 12-month initial term, billed monthly; minimum £2,447 over the term including setup, not due in one upfront payment. Review the complete scope before ordering.

Existing domain welcome Clear monthly scope Built around your real business
PACKAGE DESIGN DIRECTION
Racing Investment Club Website Design
Financial planning Pensions & retirement Investments
Sector-specific structureSetup + monthly pricingMobile-first enquiry journeyReal client work
WHAT THIS PACKAGE IS BUILT TO IMPROVE

A better first impression, clearer services and a stronger route to enquiry.

The package gives the project a proven starting structure without turning your website into a template copy of somebody else’s.

01

A clearer service journey

Give Financial planning, Pensions & retirement, Investments and the other priority services a clear place in the journey.

02

Proof where customers need it

Use real work, reviews, credentials and business detail to make the next step feel lower risk.

03

More useful enquiries

Ask for useful details such as Advice area, Life / business stage, Existing arrangements at a high level without making the form feel like homework.

INDUSTRY PAGE STRUCTURE

The important services get a clear place in the journey.

The final structure is adapted to the work you genuinely sell, the areas you serve and the jobs you most want to win. The page allowance in your SmartyX plan controls the final number of pages, so related services may be grouped together where that gives customers a clearer journey.

01Financial planning
02Pensions & retirement
03Investments
04Protection
05Business-owner planning where offered
SEARCH THEMES

Built around useful searches.

These themes help organise the services and supporting content around what potential customers are trying to find.

01financial adviser website design02ifa website design uk03financial adviser SEO04financial planner website design
CONTENT STRUCTURE

Pages with a purpose.

Important services are supported with enough detail to answer real questions, show proof and create sensible internal links.

01Financial planning
02Retirement / pensions
03Investments
04Protection
05Business-owner planning
06Client process / fees where appropriate
TRUST & PROOF

Show why customers should trust the business.

Adviser profiles and credentialsFCA details supplied by the firmService / process clarityClient feedback where compliant and publishable
A BETTER ENQUIRY

Collect useful job details without slowing people down.

Advice areaLife / business stageExisting arrangements at a high levelTimescalePreferred contact method
CUSTOMER QUESTIONS

Answer the hesitations that delay a call.

Can the right client understand the advice proposition quickly?

Are regulated details accurate?

Does the website explain who the firm is best for?

Can the site build trust without unsupported performance claims?

ONGOING WEBSITE + SEO

How we use the monthly plan around your sector.

Your SmartyX plan sets the monthly work and content-change allowance. These are the kinds of sector priorities we choose within that allowance; larger additions or extra work are agreed separately before they start.

01Review priority financial-planning search opportunities02Improve agreed service, adviser or educational content03Maintain the managed website foundation04Record completed work and next priorities
CLIENT SEARCH PERFORMANCE

Real measurements from websites we work on.

Metrics are shown with their date range so impressions, clicks, rankings and enquiries are not blurred together.

Google Search Console

Kinmel Campers

· 28 days

View related work
Organic Search clicks
2,820
Search impressions
69,800
Average position
8.8
Average search positionLower numbers mean a higher average position.
Kinmel Campers26 Aug–22 Sep 2026
8.8
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
8.06
Painting Campers18 Aug–14 Sep 2026
8.20
Pop Top Nation18 Aug–14 Sep 2026
19.99

Selected client · separate 28-day periods, shown beside each name.

Organic search clicksClicks from Google Search during each period.
Kinmel Campers26 Aug–22 Sep 2026
2,820
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
1,623
Painting Campers18 Aug–14 Sep 2026
203
Pop Top Nation18 Aug–14 Sep 2026
140

Selected client · separate 28-day periods, shown beside each name.

Search impressionsTimes the site appeared in Google Search.
Kinmel Campers26 Aug–22 Sep 2026
69,800
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
47,970
Painting Campers18 Aug–14 Sep 2026
5,252
Pop Top Nation18 Aug–14 Sep 2026
5,874

Selected client · separate 28-day periods, shown beside each name.

Counts are rounded as displayed in the supplied Search Console capture. Average position covers the queries in that snapshot; it is not a guaranteed rank for one keyword. Clicks and impressions are not enquiries or sales.

View the source capture
Supplied Search Console capture: 26 August–22 September 2026, 2.82K clicks, 69.8K impressions, average position 8.8
Source supplied for Kinmel Campers. Rounded counts are displayed above.
Google Search Console

Mazda Bongo Auto Centre

· 28 days

View related work
Organic Search clicks
1,623
Search impressions
47,970
Average position
8.06
Average search positionLower numbers mean a higher average position.
Kinmel Campers26 Aug–22 Sep 2026
8.8
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
8.06
Painting Campers18 Aug–14 Sep 2026
8.20
Pop Top Nation18 Aug–14 Sep 2026
19.99

Selected client · separate 28-day periods, shown beside each name.

Organic search clicksClicks from Google Search during each period.
Kinmel Campers26 Aug–22 Sep 2026
2,820
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
1,623
Painting Campers18 Aug–14 Sep 2026
203
Pop Top Nation18 Aug–14 Sep 2026
140

Selected client · separate 28-day periods, shown beside each name.

Search impressionsTimes the site appeared in Google Search.
Kinmel Campers26 Aug–22 Sep 2026
69,800
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
47,970
Painting Campers18 Aug–14 Sep 2026
5,252
Pop Top Nation18 Aug–14 Sep 2026
5,874

Selected client · separate 28-day periods, shown beside each name.

Recorded 28-day Search Console snapshot. Average position covers the queries in that snapshot; it is not a guaranteed rank for one keyword. Clicks and impressions are not enquiries or sales.

Google Search Console

Painting Campers

· 28 days

View related work
Organic Search clicks
203
Search impressions
5,252
Average position
8.20
Average search positionLower numbers mean a higher average position.
Kinmel Campers26 Aug–22 Sep 2026
8.8
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
8.06
Painting Campers18 Aug–14 Sep 2026
8.20
Pop Top Nation18 Aug–14 Sep 2026
19.99

Selected client · separate 28-day periods, shown beside each name.

Organic search clicksClicks from Google Search during each period.
Kinmel Campers26 Aug–22 Sep 2026
2,820
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
1,623
Painting Campers18 Aug–14 Sep 2026
203
Pop Top Nation18 Aug–14 Sep 2026
140

Selected client · separate 28-day periods, shown beside each name.

Search impressionsTimes the site appeared in Google Search.
Kinmel Campers26 Aug–22 Sep 2026
69,800
Mazda Bongo Auto Centre18 Aug–14 Sep 2026
47,970
Painting Campers18 Aug–14 Sep 2026
5,252
Pop Top Nation18 Aug–14 Sep 2026
5,874

Selected client · separate 28-day periods, shown beside each name.

Recorded 28-day Search Console snapshot. Average position covers the queries in that snapshot; it is not a guaranteed rank for one keyword. Clicks and impressions are not enquiries or sales.

HOW STARTING WORKS

Choose it, brief it, review it, launch it.

You can start the package when it fits, or ask SmartyX to check the business first.

  1. Choose or ask firstStart the package, or send the existing website and let us confirm the fit.
  2. Complete the briefServices, coverage, brand assets, reviews, photography and priority jobs.
  3. Review the designThe featured direction is adapted around your real business rather than copied blindly.
  4. Launch and continueCore pages, mobile journeys, forms, tracking and indexation are checked before ongoing work starts.
CLIENT REVIEWS

What clients say about working with SmartyX.

Feedback on the website, support and project experience from real clients in different sectors.

Trade website
The website that Liam and his team created for our tree surgery company was second to none. We are over the moon with the layout, patience and input, and will definitely be using them again.
Connor BCJB Tree Surgery
Hospitality website
Liam and his team created a stunning website for our seaside resort hotel. We are very happy with the outcome and would highly recommend them.
JoyceHazeldene Retreat
Business website
Absolutely fabulous and professional designers. Very highly recommend to anyone needing an interactive website.
Amelia BlakeboroughMamma Millys
PACKAGE FAQ

Questions before you start.

Can adviser profiles and FCA details be included?

Yes, using accurate information supplied and approved by the firm.

Can the site include investment-performance claims?

Only where the authorised business has approved the exact wording and evidence. SmartyX does not invent or approve regulated financial claims.

Can I keep my current domain and business email?

Yes. A website package does not require a domain transfer or email migration when the existing services are working well.

Will my site look exactly like the featured package image?

No. The featured image demonstrates the design direction and standard. The live website is adapted around your brand, services, proof and customers.

Does this guarantee a Google ranking or a number of leads?

No. Search positions and enquiries depend on competition, demand, relevance, authority, the offer and how the business handles leads. SmartyX carries out the agreed website and search work and reports the real measurements.

RELATED BUYER GUIDES

Useful detail before you commit.

Pricing, ownership, SEO and the practical differences between managed, packaged and bespoke website work.

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FINANCIAL ADVISERS & PLANNERS

Ready to give the business a stronger website?

This industry page shapes the approach. The SmartyX plan shown above is the product you buy; review its scope, 12-month commitment and exact total before secure checkout in My SmartyX. Any extra integrations or larger scope are agreed separately before work starts.

£179/month+ £299 setupReview & order