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Financial Advisory Launch Programme · Stage 7 of 10
Your Website & Client Portal
Get a trust-first, compliant site live and a secure portal connected, so prospects trust you and clients onboard safely.
How long
1–2 weeks
You’ll have
A compliant adviser website and a connected, secure client portal
Steps
2 steps
Resources
2 resources
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01 Step 01
Step 01
Build a trust-first, compliant website
Your website is where prospects, referrers and directory click-throughs verify you’re real and credible, and for advice, trust and clear disclosure matter more than flash.
Do it yourself
- Build the core pages: who you help and your niche, your services, your fees, your credentials, and contact.
- Include the required disclosures: your regulatory status as independent or restricted, your FCA and firm reference number, and a clear privacy notice.
- Make it a financial promotion you can defend, so every claim is fair, clear and not misleading.
- Optimise it for the being-found work in the next module: local relevance, and clear service and location signals.
Common mistake · A beautiful site with no fee transparency and no regulatory disclosures, which fails both the trust test and the compliance test.
Time~1–2 weeks, or a build budget CostMedium DifficultyMedium2 resources for this step
PDFAdviser website content checklist
The required pages, the mandatory disclosures, and the fee-transparency section.
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02 Step 02
Step 02
Connect the secure client portal
A professional portal is where the client relationship operates after the website, and it closes the data-security loop you opened in Get Compliant.
Do it yourself
- Link the client portal from your software stack to your website, so prospects see a clear, secure become-a-client path.
- Set up secure document upload and download, and e-signature for onboarding.
- Confirm the portal’s security meets your data-protection obligations.
- Test the whole prospect-to-client journey end to end.
Common mistake · Treating the website and portal as separate projects, which leaves a clunky handoff at the exact moment a prospect decides to commit.
Time~2–3 days CostFolds into your software cost DifficultyEasy to medium
What you’ll have after this stage
- A trust-first website with fees and disclosures done right
- The site built as a defensible financial promotion
- A secure client portal connected and tested
- A clear path from first click to onboarded client
Next · Stage 8 of 10
Get Found
Keep going yourself — carry your momentum straight into the next stage.
Prefer we build it?
Hand this stage to us
DR builds the website and connects the portal. We put the site together with your fees and the required disclosures done properly, so it stands up as a financial promotion, and we wire in a secure client portal for documents and e-signature. If you would rather have it built than build it yourself, talk to us.