Financial advisers: Setout builds a website where clients book a first meeting.
£39 a month including VAT. Your domain's included, you can cancel any time and you pay nothing until it's live.
Before anyone hands an adviser their pension, they check. They look you up on the FCA Register and read your website for how you charge and who you help. Then they look for reviews from people like them. A website that answers those questions plainly does more for a first meeting than any brochure.
Setout builds that website for you, on a design made for financial firms. Your status, your fees and your services are set out clearly, and clients book a first meeting online at a time that suits you both. Because you see the site before it goes live, your compliance team or network can review the real thing on a private link before you publish.
What every financial adviser's website needs
Whoever builds your website, these seven things win an adviser a first meeting. Your compliance team has the final say on the wording, so use this as a starting list.
Your FCA status, worded properly
Say who authorises you, in the form your compliance team requires: for example, that the firm is authorised and regulated by the Financial Conduct Authority, with its firm reference number, or that you're an appointed representative of your network. Careful clients check it on the FCA Register before they call.
On Setout: Your status line goes in your footer, so it appears on every page, and in your about section, exactly as your compliance team words it.
Contact details that match the Register
The FCA tells consumers to contact firms using the details on the FCA Register, because clone firms copy real firms' names. Make sure the phone number and email on your website match your Register entry.
On Setout: You change your phone number and email yourself, in one place, and every page updates.
Independent or restricted, said plainly
Clients should know which kind of advice you give before they meet you. Say it in one sentence, and only use "independent" if you meet the FCA's standard for it.
On Setout: Your own wording goes anywhere on your page, and you can change it yourself.
How you charge, with an example
An initial fee, an ongoing fee, a percentage or a fixed price: set it out, with a worked example if your compliance team allows it. The Consumer Duty expects you to communicate in a way clients understand, and nothing builds trust faster than a fee they can see.
On Setout: Each service has its own price and description, and can have its own page on your site, such as "retirement planning Harrogate".
Sign-off before it goes live
If you're an appointed representative, your network or principal will usually need to approve your website as a financial promotion before it's published. Build that step in, not on.
On Setout: You can share a private preview link to the unpublished site, so your compliance team reviews the real pages before anyone else sees them. Setout doesn't check your site against FCA rules; that stays with you and your network.
A first meeting that is easy to book
Many advisers offer a free first meeting. Let clients book it online, and say how long it lasts and whether it is in person or by phone.
On Setout: Make the first meeting a bookable service. Clients pick a time, you get the booking by email and they get a confirmation and an email reminder.
Reviews, within your rules
Many advisers collect reviews on VouchedFor or Google. Check your network's rules on testimonials first, then show the ones you can.
On Setout: You add reviews to your site in a minute, and remove them just as quickly if your rules change.
Designs made for financial advisers
Each one opens live, with example content. Yours carries your name, your photos and your reviews.
Trust Example design for financial firms: crisp and professional, with a short line above the headline for your credentials. Open the Trust design live 
Ledger Example design for advisers and accountants: editorial and refined, with a questions section you fill in. Open the Ledger design live 
Modern Example design that suits any business: clean and friendly, with an enquiry form and your reviews. Open the Modern design live How it works
Tell us about your business
Fill in the form below. We'll call you the same working day, weekdays, if you ask before 3pm. Ask after 3pm or at the weekend and we'll call you the next working day. Send us your current website or Facebook page, a few photos, your services and the area you cover. One phone call is usually enough.
We build it
We build your site on a design made for financial advisers, with your services, your area, your reviews and a way for customers to reach you. It's usually ready within a couple of days.
You see it on your phone before you pay
We send you a private link. Look at it on your phone, show it to whoever you like and tell us what to change. You pay nothing until it goes live.
See it before you pay, then 30 days to change your mind
- £39 a month including VAT, or £390 for the year. One price for the whole business, however many of you there are.
- Nothing to pay until it's live. Building it and previewing it cost nothing.
- A full refund within 30 days of your first payment if it isn't right for you.
- Cancel any time. There's no contract, and no setup fee.
- Your web address is included while you subscribe, along with hosting and security.
- Change it yourself from your phone, or ask us and we'll do it.
Questions financial advisers ask us
Can my compliance team see the site before it goes live?
Yes. Send them a private preview link to the unpublished site. Nothing is public, and nothing is paid for, until you publish.
Does Setout check my website for FCA compliance?
No. We build the site and put your approved wording where you want it. Compliance stays with you and your network.
Can clients book a first meeting online?
Yes. Make it a service with how long it lasts. Clients pick a time, you get the booking by email and they get a confirmation and an email reminder.
Can I change the wording myself if my network asks?
Yes, from your phone, and the change is live as soon as you save. Or tell us and we'll do it.
Most of my clients come by word of mouth. Do I need a website?
Word of mouth brings the best clients, and many of them look you up before they get in touch. A website on your own address is what they find: what you do, what it costs, who you are and how to book. It's also where Google sends people who search for what you do in your town.
What does it cost, and is there a contract?
£39 a month including VAT, or £390 for the year. That's for the whole business, with hosting, security and your web address included, and no setup fee. There's no contract, so you can cancel any time, and if it isn't right for you we'll refund your first payment in full within 30 days. You pay nothing at all until your site is live.
Tell us about your business. We'll build your site and send you the link to see it before you pay.
We'll call you the same working day, weekdays, if you ask before 3pm. Ask after 3pm or at the weekend and we'll call you the next working day. There's nothing to pay until your site is live.