Review what already works
We assess current pages, search entry points and the route to broad planning interest and preferred contact details. Useful URLs, content and existing functionality inform the redesign brief.
Website Redesign
Website Redesign for Financial Advisers.
Website redesign for financial advisers reviews how individuals, families and business owners understand financial planning and adviser consultations. We plan clearer pages and enquiry routes while accounting for useful content, URLs and existing tools.
Your offer. Your customers.
A redesign for the way financial advisers work.
For your redesign, we can map the route used by individuals, families and business owners from a relevant service page to an enquiry. The new structure should make which client needs your practice supports and how an initial discussion works easier to understand while retaining accurate evidence and accounting for existing search entry points.
Related information: Website Redesign, Giraffe Digital and About Giraffe Digital.
The work in practice
Redesign priorities for financial advisers.
Rebuild the decision journey
Navigation and page layouts should help visitors understand which client needs your practice supports and how an initial discussion works. We plan clear service information and calls to action around that task.
Present the business accurately
We make room for approved adviser information and reviewed service explanations, then check layouts and contact journeys across screen sizes. Outdated content and unsupported claims are reviewed before launch.
A practical brief
Preparing website redesign for financial advisers.
List the current pages about financial planning and adviser consultations, the enquiry route for broad planning interest and preferred contact details and the material you want to keep from approved adviser information and reviewed service explanations. Existing URLs, useful content and connected tools should be considered before layouts change.
A redesign for financial advisers may involve content, layouts, platform changes or a combination. We agree which parts of financial planning and adviser consultations need new pages, what will be retained and how important URLs and forms will be checked at launch.
Your questions
Website Redesign for Financial Advisers: FAQs.
Which existing pages should our redesign keep?
We review pages about financial planning and adviser consultations, their current purpose and any useful search entry points. Accurate material and evidence from approved adviser information and reviewed service explanations can inform the new structure; removal or URL changes need a deliberate decision.
Can the enquiry process change during the redesign?
Yes. We can review whether requesting broad planning interest and preferred contact details is the right first step and how the form connects to your team. Changes to booking tools, portals or integrations need an agreed development scope.
What will you check before the redesigned site launches?
The checks follow the agreed build, including responsive layouts, key URLs and the route from financial planning and adviser consultations to contact. Any retained systems and planned redirects are included where they form part of the project.
Connect the work
Related services for financial advisers.
Talk to Giraffe Digital
Discuss website redesign for financial advisers.
Your business provides financial planning and adviser consultations. Tell us what you need from website redesign.
Call Giraffe Digital0333 090 9138