For UK financial advice firms

Websites & email for UK financial advice firms — built by someone who gets it.

I also build WealthR — a modern wealth platform UK investors use directly, and that advice firms offer as a client portal. So I already speak your day-to-day language: SIPPs, ISAs, ongoing service charges, Consumer Duty. Sites your compliance officer will sign off, and copy a prospect will read to the end.

Talk to me about your firm → WealthR partner programme ↗

What you get

A site that signals trust at a glance.

A clean, compliant, professional website. Email sequences that nurture prospects through a longer advice sales cycle. And — if it's relevant down the line — a natural design conversation about how the website and a WealthR portal could feel like one product.

01 — Site

Trust at a glance

Fast, mobile-first, and written for prospects who are about to hand you several hundred thousand pounds. No stock photos of handshakes. No marketing-agency fluff.

Specialisms framed clearly — pensions, retirement, intergenerational
Fee & ongoing service charge disclosure done plainly
Process page that pre-answers the awkward first-meeting questions
AI-ready as standard — built to be surfaced when prospects ask ChatGPT, Gemini or Copilot for an adviser

02 — Email

Nurture for a longer sales cycle

Most advice prospects need 6–18 months of useful contact before they're ready. I write and set up sequences that keep you top of mind without ever feeling pushy or salesy.

Welcome sequence + ongoing nurture cadence
Re-engagement for cold prospects
Compliant unsubscribe & suppression handled properly

03 — Comply

Consumer Duty & GDPR-aware

Financial promotions reviewed for clarity, fair balance and prominence. Consent, suppression and unsubscribe handled properly. I've done the GDPR training — and I take it seriously because you have to.

FCA financial promotion language reviewed
Consent & data handling fit for a regulated firm
Your compliance officer always signs off the final copy

04 — Brand

Identity that grows with the firm

If your firm has outgrown its original brand — or never had one designed properly — I can build a simple, confident identity that works across the website, client documents, email and your office front.

Logo, palette & typography system
One-page brand style sheet your team can follow
Document & email signature templates

05 — Portal

Sister product: WealthR

WealthR is used both by UK investors directly and by advice firms as a client portal. If your firm is using it — or curious because your clients are — there's a natural opportunity to design the website and portal so they feel like one product.

Shared styling between marketing site and portal
Client onboarding flow & portal adoption emails
Per-firm scope — not an off-the-shelf integration claim

06 — Local SEO

Found by your local prospects

Most local advice firm searches happen on Google, and most firm sites don't rank for anything beyond their own name. On-page SEO, Google Business Profile, and a few honest local pages get you found by the prospects looking for you.

Google Business Profile setup & optimisation
Schema, on-page SEO & meta set up the way Google wants
Optional local landing pages per service or town

07 — Found by AI

In the running when a prospect asks AI

"Who's a good financial planner near me?" is increasingly a question for ChatGPT, Gemini or Copilot — not just Google. Every site I build is AI-ready as standard, structured so assistants can read your firm correctly and surface it (within the bounds of what any AI can be relied on to say). A one-off AI Visibility Audit shows where your firm stands today.

Schema & llms.txt built in from launch
Answer-first, compliance-aware content AI can quote
Standalone AI Visibility Audit (£329) for any existing site
Honest about what AI can & can't be relied on to say

Why I get this vertical

The same person builds both sides of the modern advice firm's tech.

LiamMail handles the website and email marketing. WealthR is the platform your clients can use to actually see their finances. Building both means I sit inside the day-to-day reality of UK retail wealth — and I bring that perspective to every advice firm site I build.

Two

Products built — LiamMail & WealthR — same person

Specialism: FCA-regulated retail wealth

Edinburgh

Based in Scotland, serving the UK

Fixed

Price agreed before any work starts

About

The person building your site understands your firm.

If you're going to hand a stranger the public face of a regulated business, you should know who you're dealing with.

Liam Kane

Founder, LiamMail & WealthR · Edinburgh, Scotland

I'm not a regulated firm and I won't pretend to be. What I am is the person who also builds WealthR — a modern wealth platform UK investors use directly to manage their finances, and that advice firms offer their clients as a portal. That means when I'm writing your website, I'm not guessing what your clients want to read. I already know your tooling, your sales cycle, and your compliance constraints — because I work inside the same vertical, every day.

I work with firms across the UK, scoping each project to the firm. You get a clear timeline and a fixed price, and nothing goes live until your compliance officer has signed it off. A regulated business can't really work any other way, and I wouldn't want to.

UK financial advice firms WealthR (wealth platform & portal) FCA financial promotions-aware Consumer Duty-aware design GDPR & data compliance Edinburgh, serving UK-wide

Questions advice firms ask me

The things prospects want to know before getting in touch.

If you're a UK adviser, planner or wealth manager weighing this up, these are the questions that come up most. Anything else, just ask.

Do UK financial advice firms really need a custom website?

Most prospects research an adviser online before they ever pick up the phone. A generic template site that looks like every other IFA's site doesn't help you stand out — and worse, it can make a six-figure prospect quietly assume you're not the firm for them. A custom website signals credibility, makes your specialisms (pensions, retirement planning, intergenerational wealth) clear, and lets you frame Consumer Duty obligations as a feature rather than fine print.

How do you keep an adviser website compliant with FCA financial promotions rules?

FCA rules require financial promotions to be clear, fair and not misleading. In practice that means no performance promises, balanced risk warnings, plain-English explanations of products like SIPPs and ISAs, and accurate fee disclosure. I write the copy with these rules in mind, and your compliance officer signs off the final wording before anything goes live. I'm not a regulated firm — your compliance accountability stays with you — but you won't have to rewrite half the site to make it pass review.

Can the website integrate with my back-office system or client portal?

Yes. The website can sit alongside a portal, share styling, and link cleanly into your back-office workflow. If you're on Intelliflo, Iress, True Potential or similar, I'll build the website to link out to them cleanly. If you're using or considering WealthR (the wealth platform I also build — used directly by UK investors, and offered as a client portal by advice firms), there's a natural opportunity for the website and portal to feel like one product. The specifics — shared styling, navigation, eventual single sign-on — get scoped with you as part of the build rather than promised off the shelf.

What does a website for a UK financial advice firm typically cost?

Fixed-price per project, agreed before work begins. Every project is quoted individually on its scope — number of pages, email sequences, brand work, portal integration. You're not tied into a retainer, and there's no platform fee hiding in the small print. Ongoing maintenance or content is a separate monthly arrangement with one month's notice to pause or stop. Get in touch with what you're thinking and I'll come back with an honest number.

How is this different from using Intelliflo, Iress, or a generic web designer?

Intelliflo, Iress and True Potential are back-office and client portal platforms — they're not really website builders. Generic web designers can build you a nice site, but they don't know what MiFID II, Consumer Duty or fair-balance disclosure mean for the copy, so you end up rewriting most of it anyway. I sit in the middle: I understand the advice business well enough to get the copy right first time (because I also build WealthR — used both by UK investors directly and by advice firms as a client portal), and I build the site so it stands on its own and links into the portal stack you already use.

Are you regulated by the FCA?

No — I'm a web and email designer, not a regulated firm. I'll never give regulated financial advice or write copy that purports to. What I do is build the website and marketing infrastructure, write copy that respects the financial promotions rules, and route any regulated content through your compliance sign-off process. The regulatory accountability sits with your firm; the production work sits with me.

What's the typical timeline for a project?

A small one-page adviser site is usually 2–3 weeks from brief to launch. A fuller multi-page firm site with email sequences and brand work usually 4–8 weeks. Compliance review at your end can extend that — I plan around your sign-off process rather than fighting it.

One conversation, a clear number, and a site that does the firm justice.

Tell me about your firm — how you work, who your clients are, what's falling flat on your current site. I'll come back with a clear quote within a day or two, and the number I give you is the number you pay.

Get in touch →