Discovery and Compliance Brief
We begin with a structured discovery session covering your regulated activities, FCA permissions, Financial Promotions obligations, target client profiles, and current compliance status. We work with your compliance function or appointed compliance consultant to document every regulatory requirement the site must meet before any design decision is made. The output is a written compliance brief that governs all downstream work.
Sitemap and Information Architecture
We structure your site around how prospective clients research financial services decisions, not around your internal service categories. Each regulated activity receives its own page with the appropriate disclaimer integration, representative examples where required, and the correct FCA disclosure language. The architecture supports both user navigation and search engine indexing.
Wireframes
We produce wireframes for every core page type: the homepage, each service page, advisor credential pages, the calculator pages, and the enquiry flow. Wireframes are reviewed against your compliance brief before visual design begins. Structure and regulatory architecture are locked in before any aesthetic decisions are made.
Visual Design
We design a site that communicates trust, credibility, and professional authority appropriate to your client base. Whether you serve mass-market mortgage borrowers or ultra-high-net-worth investment clients, the design vocabulary reflects your market positioning. All design is reviewed against FCA Financial Promotions rules and your compliance brief before sign-off.
Build
We build on platforms suited to financial services requirements: fast load times, accessible markup, mobile-first layouts, and content management systems your team can operate without developer support. We do not use page builders that compromise performance, security, or the ability to implement compliant disclaimer architecture.
Service Pages
We write or structure every service page around client needs, plain-language explanations of regulated activities, and the correct regulatory disclosures. Representative examples, risk warnings, and FCA financial promotion sign-off information are built into the page templates. Each page is reviewed for compliance before publication.
Credential Display
We build advisor and firm credential pages that display qualifications, regulatory permissions, years of experience, and areas of specialism clearly. FCA authorisation numbers are displayed prominently on relevant pages with direct links to the FCA register. Professional designations are explained in plain language so clients who are not familiar with industry qualifications can understand what they mean.
Calculator Integration
Where relevant to your services, we integrate compliant calculators for mortgage affordability, pension projection, protection needs assessment, or investment return modelling. All calculators include the required disclaimers and are configured to avoid making specific financial recommendations. They serve as engagement tools that warm prospective clients and capture enquiry intent.
Secure Enquiry Form
We build secure enquiry forms configured for your specific regulated activities, with GDPR-compliant consent options, financial services disclaimers, and case context capture appropriate to the nature of the advice or service. Forms are encrypted, access-controlled, and configured to retain submission records in line with your data retention policy.
Regulatory Disclaimer Setup
We build a comprehensive disclaimer architecture covering your regulated activities, risk warnings, Financial Promotions disclosures, MCD representative examples where applicable, and the required references to your FCA authorisation. Disclaimers are integrated into page templates, not bolted on as afterthoughts, so they appear consistently wherever required.
Privacy and Consent Architecture, and Analytics
We implement a privacy and consent framework that meets UK GDPR requirements, including a consent management platform, cookie consent configuration, and a privacy notice that accurately reflects the data collected through the site. We configure analytics to track enquiry volume and source by service line, ensuring that tracking itself is consented and compliant.