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Frequently Asked Questions

Looking for answers? Please find below a list of the most commonly asked questions about our financial services marketing solutions and their related answers.

Below we cover exactly what you get from your Gold, Silver and Bronze packages, as well as what happens after your financial advisor website has gone live. Whether’s it’s about technical support, payment options or adding new functionality to your IFA website, it’s only natural for you to want to find out more. Our FAQs should give you the answer you’re looking for.

Should you not find what you are looking for, please call us on 033 33 447 300 where one of our sales consultants or support staff will be happy to answer any query you may have, be it on financial adviser website design, email, online marketing of your current or new website, hosting or any other questions you may have. We are always pleased to help.

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  • Q - What happens 12 months later when my Financial Adviser website needs reapproving?

    A -

    As part of your license fee Adviser Pro monitor all our clients websites and 1 month before your website compliance approval runs out we will resubmit your website to your Network, compliance team or compliance office for reapproval.

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    As part of your license fee Adviser Pro monitor all our clients websites and 1 month before your website compliance approval runs out we will resubmit your website to your Network, compliance team or compliance office for reapproval.

    As with the initial approval we will liaise with your compliance people until they are satisfied that the website is compliant and provide another 12 months approval for the website.

    It is unlikely that there will be any major issues as we are continually monitoring all our content and website requirements with regards to compliance, therefore anything a compliance team might be looking for that had changed since the last time they saw the site will almost definitely have been done during the 12 month period.

    However, should they identify anything that is required to be changed, we will provide a solution free of charge as this is all covered by your license fee.

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  • Q - When my Financial Adviser website is finished how will I get it compliance approved by my Network or compliance officer?

    A -

    As part of the set-up costs we take care of all this for you. When ordering, we ask you to tell us who your Network is and we will submit your Financial Adviser website to the Network when we have completed all the amendments you have asked for and it has been signed off.

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    As part of the set-up costs we take care of all this for you. When ordering, we ask you to tell us who your Network is and we will submit your Financial Adviser website to the Network when we have completed all the amendments you have asked for and it has been signed off.

    The network will then send us all their required amendments and we will liase with them until they are completely statisfied and have approved your website.

    Once we have approval we will make the site live for you.

    If you do not belong to a Network but outsource your compliance to a Compliance team or have an internal compliance officer we will carry out the same level of service as we do with the Networks and laise with the appropriate people on your behalf.

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  • Q - Who will maintain the content on my Financial Adviser website?

    A -

    All the financial product text that Adviser Pro supplied will be maintained by Adviser Pro. We monitor the market every day and will update the text should there be any market changes, legislation changes, budget announcements, FCA rulings etc.

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    All the financial product text that Adviser Pro supplied will be maintained by Adviser Pro. We monitor the market every day and will update the text should there be any market changes, legislation changes, budget announcements, FCA rulings etc.

    If you have added text onto your website via the Content Management System then it is your responsibity to maintain that text and to keep it up to date.

    As part of your monthly license fee you are welcome to send into the help desk via theteam@webprosupport.co.uk any amendments you want made to your text and one of our support engineers will be happy to make the updates on your behalf. Alternatively you can use the Content Management System to make the changes yourself.

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  • Q - Do I have to write the content for my website?

    A -

    No. Adviser Pro has over 80 pages of dedicated Financial Product text covering all the main financial products on the market.

    You can choose which pages you want to use and we will insert them into the website for you at your chosen location on the menu structure.

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    No. Adviser Pro has over 80 pages of dedicated Financial Product text covering all the main financial products on the market.

    You can choose which pages you want to use and we will insert them into the website for you at your chosen location on the menu structure.

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  • Q - Can you register my financial adviser website domain name and any other domain names I may want?

    A -

    Yes. Adviser Pro is a Domain Registrar with Nominet and we can secure any domain you want subject to its availability.

    If you give us a call on 033 33 447 300 we will check if the domain(s) you want are available and we can secure them for you whilst you are on the phone.

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    Yes. Adviser Pro is a Domain Registrar with Nominet and we can secure any domain you want subject to its availability.

    If you give us a call on 033 33 447 300 we will check if the domain(s) you want are available and we can secure them for you whilst you are on the phone.

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  • Q - I'm not quite ready to proceed with my Financial Adviser website but should I register my domain now?

    A -

    If you want to make sure that the domain name you want is not going to be taken by someone else and you know it is available at the moment then we would recommend you secure it before it's too late.

    We can register your domain now and set it up so that you can use it for email immediately. We have quite a few clients with domains reserved for later.

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    If you want to make sure that the domain name you want is not going to be taken by someone else and you know it is available at the moment then we would recommend you secure it before it's too late.

    We can register your domain now and set it up so that you can use it for email immediately. We have quite a few clients with domains reserved for later.

    The website can be displayed on the domain when you are ready, in the meantime we can put up a holding page letting your clients and prospects know the website is coming soon.

    If you would like us to do this for you please call our team on 033 33 447 300 (local call rate) and we'll be happy to assist you.

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  • Q - Will I have access to Google Analytics to review my website traffic and to establish how it is performing?

    A -

    When your financial adviser website has been completed and is ready to go live our team will complete a final Quality Assurance review and as part of this process we will set up your Google Analytics account, assign it to the new website and provide you with login details in our "Welcome to your site" letter which is sent to all clients when their new Financial Adviser website goes live.

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    When your financial adviser website has been completed and is ready to go live our team will complete a final Quality Assurance review and as part of this process we will set up your Google Analytics account, assign it to the new website and provide you with login details in our "Welcome to your site" letter which is sent to all clients when their new Financial Adviser website goes live.

    Our team will take care of all this for you as part of our service.

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  • Q - Can I increase the content on my new Financial Adviser website by adding in more pages?

    A -

    If you purchase a Silver or Gold website then you will have access to its Content Management System (CMS) as standard, where you can easily create as many more pages as you want.

    If you add more content to your new Financial Adviser website, please remember that you should get this content reviewed by your compliance office in order to remain confident that your website is compliant.

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    If you purchase a Silver or Gold website then you will have access to its Content Management System (CMS) as standard, where you can easily create as many more pages as you want.

    If you add more content to your new Financial Adviser website, please remember that you should get this content reviewed by your compliance office in order to remain confident that your website is compliant.

    To see what is included in each website package, please review the price chart and options by clicking here

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  • Q - Can I use my existing domain?

    A -

    The simple answer is yes!

    Our technical support team will help you to decide if you would like to move your domain to us so we can manage it for you as we are a Nominet Registrar. Alternatively, we can change the DNS settings in the domain control panel of your current hosting provider to point the domain correctly to our servers so that it picks up your new website.

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    The simple answer is yes!

    Our technical support team will help you to decide if you would like to move your domain to us so we can manage it for you as we are a Nominet Registrar. Alternatively, we can change the DNS settings in the domain control panel of your current hosting provider to point the domain correctly to our servers so that it picks up your new website.

    Whatever the case, our experienced support team will do this all for you.

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