Website Redesign & Full Digital Setup for Financial Advice Firm

I am looking for an experienced web designer/developer (or agency) to take ownership of my firm’s online presence from start to finish.

I already have a live website, but I don’t feel it reflects the professionalism or quality of the business. While much of the existing content can be retained, I believe the website needs to be redesigned from the ground up with a modern, clean and professional feel.

I am not simply looking for someone to build a website. I want someone who can advise on, implement and manage all technical aspects of the project, making recommendations where appropriate rather than simply following instructions.

Scope of Work

Website Design

- Complete redesign of the existing website.
- Modern, professional design suitable for a UK financial planning firm.
- Mobile responsive across all devices.
- Fast loading and intuitive to navigate.
- Strong calls to action to encourage enquiries.

Website Development

- Build and launch the new website.
- Migrate existing content where appropriate.
- Ensure all pages, links and functionality work correctly.
- Provide an easy-to-use CMS so I can make basic updates myself if required.

Hosting & Domain

- Recommend the most suitable hosting solution.
- Assist with hosting migration if required.
- Configure the domain correctly.
- Manage DNS, SSL certificates and all technical setup.

Security

- Ensure the website follows current security best practices.
- Configure SSL correctly.
- Protect against common vulnerabilities.
- Recommend an ongoing maintenance plan to keep the site secure and up to date.

SEO

- Optimise the website for search engines from launch.
- Improve page speed and technical SEO.
- Optimise page titles, headings and meta descriptions.
- Advise on local SEO to improve visibility for people searching for a financial adviser in my area.
- Configure Google Search Console, XML sitemap and any other recommended technical SEO requirements.

Google Business Profile

- Integrate my Google reviews into the website.
- Ensure the website is correctly linked with my Google Business Profile.

Contact & Lead Generation

- Create secure enquiry forms that send directly to my business email.
- Protect forms against spam.
- Make it easy for potential clients to get in touch throughout the website.

Analytics

- Set up Google Analytics and any other recommended tracking.
- Configure enquiry/conversion tracking where appropriate.

What I’m Looking For

I’m looking for someone who wants to become my long-term digital partner rather than simply complete a one-off project.

Good communication is important to me. I value proactive advice, so if there are areas where you believe the website or wider online presence could be improved, I’d like you to tell me rather than waiting to be asked.

This budget is indicative. I’m looking for the right person rather than simply the cheapest quote. If you feel a different budget would deliver a significantly better outcome, please explain why in your proposal.

When Applying

Please include:

- Examples of websites you’ve designed that you’re most proud of (financial services or other professional service businesses would be ideal).
- Which platform you would recommend for this project (WordPress, Webflow or another platform) and why.
- A brief outline of how you would approach the project.
- The ongoing costs I should expect after launch (hosting, maintenance, licences, etc.).
- A link to your portfolio.

If possible, I’d appreciate it if you could take a quick look at my existing website (http://www.mandcfinancialplanning.co.uk) and briefly mention one or two improvements you would make. This isn’t intended as a full audit, I’m simply interested in understanding how you approach projects like this.