Introductory meetings booked online
Your site is a website with booking system: prospects pick a discovery call or a first meeting and a time. You confirm by chat.
For independent financial advisors
A website for financial advisors that turns readers into first meetings
Prospects read how you work, see who you help and book an introductory meeting online. We build, host and look after the site. No technical skills needed.
Start the website that books your first meetings. Nothing to set up or learn; price shown before checkout.
More first meetings, fewer cold introductions
A referral looks you up before they call, usually in the evening. A financial planner website that explains your approach and offers a time to talk turns that look into a meeting.
Your approach, in plain words
Pages on retirement planning, pensions, investments and protection explain how you work and who you help.
Enquiries answered the same day
A contact form on every page. Ask the assistant what came in and it reads you the messages.
Add a service page in a sentence
A new service, a new team member, your latest article: tell the assistant and it drafts it. Every change is confirmed first.
Managed WordPress hosting and website maintenance, included
Your financial advisor website runs on hosting we look after: updates, backups and security monitoring in every plan. Website maintenance never touches your diary.
Updates applied for you
WordPress, theme and plugin updates run automatically. Nothing to click.
Backups with one-click restore
Backups run automatically. Take an extra one before a big change and restore any of them in one click.
Security monitoring, on from day one
Your site is watched from the start. Ask the assistant for login protection, alerts or the latest scan.
Your domain and email, set up
Register a domain or connect the one on your business cards. DNS, SSL and email forwarding are set up for you.
Financial advisor website design that earns trust
Pick a quiet, established look or a modern one for your wealth management website. Switch later by chat.
- Advisory
- Financial Advisor
- Wealth Wise
- Corporate Consultancy
- Moneymind Finance Advisor
Live in three steps, no technical work
Step 1
Tell us about your firm
A sentence or two about who you advise and your services. The wizard turns it into pages, a design and a domain.
Step 2
Review the plan and price
Pages, design, domain, plan and price are shown before checkout. Change anything you like.
Step 3
Go live and open your diary
Built after checkout and typically live in minutes. Then you run it by chat, with nothing to learn.
No technical skills needed on your side
An easy website builder still asks you to learn its editor, set up booking and keep the site updated between clients. Here there is nothing to set up, learn or maintain. Say what you want; we do the rest.
Typical website builder
- You learn an editor and build every page
- Booking, forms and updates are your job
- You fix whatever breaks, between clients
SimpleWP
- Pages written for your firm, booking in place
- Hosting, updates, backups and monitoring handled
- Ask in plain words; every change is confirmed first
You keep what a small business website should give you: your domain, your content and a standard WordPress website. The technical side is never yours.
Questions financial advisors ask
What makes a good website for financial advisors?
Clear pages on who you help, how you work and how you charge, your team, and a way to book a first meeting without a call. Good design puts that booking one tap away.
Do I need technical skills?
No. You never see hosting panels, code or plugin settings. Ask for changes in plain words; we set up, update and watch the site.
What does the website cost, and how soon is it live?
The price depends on your plan and is shown before checkout; the site is typically live within minutes after it. Every plan includes hosting, updates, backups and security monitoring.
Can I post articles and client updates?
Yes. Ask the assistant for a draft on a topic and it writes one that knows what your firm does. You edit and approve before it is published.
Can I keep my firm's domain?
Yes. Connect the domain you already own or register a new one. It stays yours.
Is this standard WordPress hosting?
Yes. A standard WordPress website on managed WordPress hosting, so any WordPress developer can work on it.
Are updates and backups included?
Yes. Automatic updates, backups with one-click restore and security monitoring are in every plan. Website maintenance is never an extra.
Related website ideas
Start the website that books your first meetings
Check the plan, confirm the price and go live with a financial planner website that books meetings while you advise. No technical skills needed.