Web design for your industry
Web Design for Financial Services
Financial services websites carry an unusual double burden: they have to build trust with someone about to hand over their savings, and satisfy a compliance regime that governs how you describe what you do. Done badly, that produces a site made entirely of disclaimers. Done well, the compliance becomes part of the reassurance.
Where the website lets you down
- The site is so hedged with caveats that nothing on it is persuasive
- Nothing distinguishes you from every other local firm
- No indication of who you work with or what a minimum engagement looks like
- Enquiry forms collect sensitive information without a clear privacy basis
- Accessibility is poor, though your clients skew older
The opportunities
Where a better website genuinely helps financial services
Say who you’re for
Retirees, business owners, professionals mid-career, each needs different reassurance. Naming your audience is the fastest way to sound like the obvious choice for them.
Compliance as reassurance
FCA registration, your firm reference number, professional indemnity cover and clear risk statements build trust when presented deliberately rather than buried in a footer.
Explain what actually happens
A clear description of the first meeting, what you’ll ask for and how you’re paid removes the main reason people delay picking up the phone.
Accessible, larger-type design
A WCAG 2.2 AA build with generous type serves an older client base directly, and is increasingly expected of regulated firms.
A real workflow
Example: turning a cautious visitor into a first meeting
- A visitor lands on a page written for their situation, such as approaching retirement
- It explains the decisions they face in plain English, without pitching
- Your fee structure and FCA details are stated openly on the same page
- A short form books an initial conversation, collecting only what’s needed to prepare
- A confirmation sets out what to bring and what will happen, reducing no-shows
What the build involves
- An accessible build meeting WCAG 2.2 AA
- A secure enquiry form with a documented lawful basis and retention period
- Structured data for your firm, services and reviews
- Compliance sign-off built into the publishing flow rather than bolted on
What to realistically expect
Given typical client lifetime values in advice, a single additional client usually covers the site comfortably. Clearer positioning also cuts time spent on initial meetings that were never going to fit.
Financial Services FAQs
Does the site need compliance sign-off?
Financial promotions do, and much of a public site counts. It’s built into the process: your compliance reviewer sees the copy before anything goes live, and the same applies to future changes.
Can we publish client testimonials?
With care, genuine, consented, no performance claims and no implication of guaranteed outcomes. Your compliance team should approve each one, and the site should make that straightforward.
Should we show our fees?
Structure, yes; exact figures often can’t be given honestly in advance. Explaining how you charge, and roughly what an engagement involves, removes the biggest barrier to a first call.
Related
Web Design for Accountants
Website design for accountancy practices: attract better-fit clients, explain your services clearly and win advisory work.
Web Design for Solicitors
Website design for law firms: clear practice-area pages, credible profiles and enquiry forms that convert.
Web Design for Professional Services
Website design for consultancies, surveyors, architects and professional firms: clear positioning, credible expertise and enquiries worth having.
See what a better website could do for your financial service business
Book a free 15-minute conversation and get a personalised Website Review, the specific fixes that would make the biggest difference to how your business wins work online.
Free · 15 minutes · No obligation