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Gold Design 3

Adviser Pro specialises in designing and developing websites for IFAs, Financial Advisers and Mortgage Intermediaries. Whether you are developing an online website marketing strategy for your financial adviser firm or are upgrading your website, we have the solution for you.

Please use the Price Chart below the financial adviser website themes to see exactly what is included in each package and if you have any questions, please contact us on 033 33 447 300.

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ONE OFF SETUP FEE: £350.00 - MONTHLY LICENSE FEE: £89.95

To view all the themes click the ‘Return to all themes’ link, or use the theme slider at the bottom of the page

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Gold Design 3

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All website designs should cater to a need or requirement. Our approach to web design is centred on this concept.

Adviser Pro delivers a highly customisable themed solution for those clients who can relate to the following:

  • Short of time
  • Requires a professional web presence yesterday!
  • Has a defined budget

With Adviser Pro, you can quickly take our solution ‘out of the box’ and use it, but it’s also a starting point from which to grow your website presence.

NOT QUITE THE LAYOUT YOU WANT?

All layouts can be adjusted for a small fee. Call us on 03333 447 300 or email us at info@adviserwebsitepro.co.uk for more details.

The Benefits of our Themes

  • Easily adjustable to your needs
  • Always re-coloured to your corporate branding
  • Simple to add:
     
    • Content and pages
    • Forms
    • Modules / widgets
    • Rich media such as video and slideshow
       
  • Responsive design - adapting to different screen sizes on desktops, laptops, tablets & mobiles.
  • Powerful, scalable, high value solution to manage and grow an internet presence

Some further examples of how we could develop your chosen Theme:

  • Articles with Archives
  • News items with Archives
  • Visitor / client interaction via commenting with or without moderation
  • Blog
  • ecommerce Shop
  • Intranets
  • Photo Gallery
  • Plus much, much more…

Easy to use, yet customisable.

 

 

 

Adviser Pro’s responsive, themed solutions provide the following features as standard:

Content, Compliance & CMS

  • "Responsive Design" - Adapts to different screen sizes on desktops, laptops, tablets & mobiles
  • Customised to your corporate branding
  • Integrated company content (About Us, Our Philosophy, Testimonials) - up to 7 pages included in the set-up cost
  • Testimonial Slider
  • Contact Us page with integrated contact us form, map and multiple branch addresses
  • Add as many additional pages as you like via the Content Management System (CMS) including Client Agreement documents
  • Meet the team - staff summary list page plus individual staff profile pages
  • Searchable Team Member Panel by Area of Expertise and Location
  • Compliant, easy to read and jargon-free Financial Product Information - over 30,000 words over 80 pages, maintained by us
  • Compliance and legislative updates - RDR compliant
  • Budget & Autumn Statement updates
  • Yearly re-approval submissions handled by our support team working closely with your Network
  • Financial Glossary (Dedicated Mortgage Glossary available for Mortgage Intermediaries)
  • Integrated Content Management System (CMS) - enables you to maintain your content
  • Embedded, secure* and trackable Financial Product enquiry forms with data stored for secure online viewing in the event of email non-arrival
  • Bespoke page layouts can be developed if required - cost on application

*To secure your client data, an SSL certificate is required

Tools & Functionality

  • Slideshow Capability
  • Easy to add embedded Video if required
  • Flexible Menu system with Introductory Flyouts
  • Configurable Related Links menu per page for "Up-Selling"
  • Configurable "Other Areas of Expertise" per page for "Up-Selling"
  • Wide range of financial calculators
  • Market data including FTSE Charts and currencies
  • Research tools & reports
  • Choice of WRAPS
  • Social Bookmarking including Tell a Friend, Share, Email, Print
  • Social Media including links to LinkedIn, Facebook, Twitter etc
  • "Ask the Expert" - Call to Action panel configurable per page
  • "Request Call Back" - Call to Action form configurable per page layout
  • Email Subscription to your Newsletter
  • RSS News Feeds
  • Blogging facilites can be integrated into the website (£25 per month)
  • Investment TV - video reports by top investment spokespeople
  • Commission Earning Plugins (CETA, AssureWeb, Webline)
  • Online TCF Questionnaire (coming soon)
  • Cross-browser compatibility tested (IE8+, Firefox, Safari, Google Chrome)

NOT QUITE THE LAYOUT YOU WANT?

All layouts can be adjusted for a small fee. Call us on 03333 447 300 or email us at info@adviserwebsitepro.co.uk for more details.

SEO & Statistics

  • Website statistics - Google Analytics & Stat Counter
  • Search Engine Friendly
  • XML Sitemap incorporated to facilitate SEO
  • Bread Crumb Trails incorporated to facilitate SEO and visitor navigation

Hosting, Email & Technical Support

  • 10 IMAP email accounts included (worth £27 per month!)
  • Domain name registration if required (costs applicable)
  • Website hosting
  • Website files and database backed up on a daily basis, including free data restore if required
  • Technical Support during office hours
  • Website built by our team, submitted for compliance, amended and launched when ready

Request A Call Back

Testimonials

When you passed our web site responsibility to your Rebecca Dillingham, the sight of the word 'trainee' did fill me with dread.............quite wrongly, and I feel bad about those early thoughts.

Rebecca has been a delight to deal with, very tolerant when I asked her to do something and then reversed that request. Her speedy response to all and every request is opposite to the poor service we have come to have to put up with in the UK, and is a credit to her as an individual, and to your company because good service comes from the top down.

The site looks great, and although it is financial services, from which people tend to recoil, it is inviting and none threatening from the perception of the person in the street.

How Rebecca got approval from Tenet's Compliance so speedily without any adverse comment is in itself a miracle!

We are really delighted with the entire service we have received from your company and Rebecca definitely gets the thumbs up from City Gate Aberdeen Ltd and me.

My standing in the office has certainly been elevated because of this triumph thanks to Rebecca and your team.

Allan MilneCity Gate Aberdeen Ltd

The re branding and updating of our web site is now complete and I would like to take this opportunity to thank you and your team for an excellent outcome. It has been an absolute pleasure to work with Zin who was incredibly patient with interpreting my ideas and turning them into reality. The result is a spanking new web site which we can truly call our own. I was a little nervous in agreeing to the change because the previous version had worked well for us but, the early signs for the new one are excellent with a steady stream of new enquiries.

Thanks again

Joe Berry - PartnerThomas & Co Financial Services

“We were updating our website and were looking for a mortgage calculator that we could embed into our footer.  We tried a few options, none of which provided the design and functionality we required.  We eventually found WebPro IT and asked them to design a bespoke solution.

Anton and his team not only provided us with a solution but also went above and beyond their brief by helping our web design team overcome come technical issues with our site.  We would not hesitate to recommend them.

Thanks Guys”

Carol JonesStewart Hindley & Partners LLP

Thanks to your efforts we have a hugely professional site with lots of bespoke features at a quarter of the price of some other less attractive template sites. I would recommend you to all our IFA colleagues but frankly we don't want this level of competition!! Once again many thanks for your time and effort.

Tom Oppenheim - Director5 Point Financial Planning Ltd
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