Financial Services Website Design That Makes the First Conversation Easier

Squarespace is a practical choice if you want simpler website management. Hosting and platform security are managed for you, and a domain registered with Squarespace can be managed in the same account, including its renewal settings. You can also update everyday content yourself. We review your firm’s publishing and approval requirements during planning, with links to your existing client systems where needed.

Start with who you help, the services you offer and how a client relationship begins. Useful content may include adviser profiles, relevant qualifications, fee information, your meeting process and the notices your firm requires. Existing clients should also be able to find portal access and contact details easily. We plan the pages around your services and the questions your team regularly receives.

Where a life event connects directly to your expertise, a dedicated page can help explain that connection. A retirement page might outline the planning questions you address, while a business-owner page could explain the support available before and after a sale. We recommend these pages when there is useful, distinct information to share and a clear service behind it.

Yes. We plan review points so your designated reviewers can check service descriptions, qualifications, claims and disclosures before publication. We implement the wording and display requirements your firm supplies. Your firm retains responsibility for confirming what it can publish, and we account for that approval process in the project schedule.

We review your existing systems and use supported integrations, embeds or links where suitable. A scheduler can handle introductory meetings, an enquiry form can collect the details needed for a reply, and your chosen fact-find or client portal can handle the next stage. Any paid tools are identified in the proposal; Acuity Scheduling has a separate subscription from the Squarespace website plan.

Yes. Our financial services website design includes foundational SEO for the agreed pages, including titles, meta descriptions, headings, descriptive URLs, appropriate image alt text and internal links. We organise content around your actual services and relevant client questions. For firms serving a particular area, we can also make office locations and coverage clear. Search positions depend on competition, content and ongoing work as well as the initial build.

We plan the migration to reduce disruption. We review existing content, retain useful URLs where possible and map appropriate redirects when addresses change. We also check key links and remove unintended indexing restrictions before launch. Search rankings can fluctuate during a migration, so we cannot guarantee they will stay unchanged.

Yes. If the current structure still suits your firm, we can discuss targeted improvements to the homepage, service pages, adviser profiles or enquiry process. We review what is working and recommend a scope based on what needs attention, which may be a focused update or a wider redesign.

Yes. Your handover includes a recorded Loom walkthrough of your own website. We show you how to manage the agreed content areas, such as team profiles, articles and routine page edits. You also receive 30 days of email support for questions as you begin using the site.

Yes. We can plan repeatable page layouts so you have a consistent starting point for future additions. Your team can add content using the approach covered in training, with your firm’s usual review process before publication. More involved layouts or new functionality can be discussed separately when you need them.

A focused website typically takes 2–3 weeks once the content, access and required approvals are ready. A larger site, extensive writing or more involved connections may need longer. We confirm the timeline in your proposal and plan around the review stages your team needs.

Start by booking a call so we can discuss your vision, your firm and what you need from the website. We’ll then send a proposal outlining the scope, timeline and price. Once you accept the proposal, we’ll confirm the next steps and schedule your project.