Practical writing for growing your practice.
Notes on AI chat, lead capture, SEO, compliance, and how UK independent financial advisers can grow their practices online.
Google Preferred Sources: The New Edge for IFA Websites
On 27 May 2026 Google brought Preferred Sources into AI Overviews and AI Mode. Pinned sources get clicked twice as often, and your existing clients can put your firm there in two minutes.
FCA Financial Promotion Rules: What IFA Websites Must Fix
The FCA's 27 May 2026 review of financial promotion approvers reads like a checklist of things IFA websites get wrong by accident. Here is the audit to run before the next board meeting.
AI Tools for Financial Advisers: Where to Invest First
Networks like Quilter are arming their advisers with back-office AI. For an independent firm, the smarter first investment is the front door of your website. Here is why.
Pensions Dashboard 2026: What IFA Websites Must Show
All UK pension schemes must connect to the Pensions Dashboards Programme by 31 October 2026. When the public sees every pension they hold in one place for the first time, your IFA website becomes the door they knock on.
Google AI Mode: What Financial Advisers Must Do Now
Google AI Mode crossed 1 billion monthly users on 19 May 2026 and is rewriting how UK clients reach a financial adviser. Here is what your website must do this week to be cited, not just ranked.
IFA Website FAQ Schema: What Changed on 7 May 2026
Google retired FAQ rich results on 7 May 2026. The expandable accordion under organic listings is gone, but the FAQPage schema is now a stronger AI citation signal. Here is what IFA websites should do.
Is Financial Advice Worth It? The UK Evidence in 2026
Most adviser websites do not directly answer the highest-intent question UK clients type before they pick up the phone. Here is the 2026 evidence, the cost-versus-value math, and the page your IFA site is missing.
ChatGPT Financial Adviser Search: What Changed in 48 Hours
On 5 May 2026 ChatGPT launched its self-serve Ads Manager and a sharper finance model on the same day. Here is what the past 48 hours mean for IFA website visibility and AI citation.
How to Find a Financial Adviser: The Missing IFA Page
How to find a financial adviser is the highest-intent search a UK client makes, yet almost no individual IFA practice site appears in the top results. Here is the page that should fix that.
Pension Drawdown: The Page Most IFA Websites Are Missing
Pension drawdown is the highest-margin enquiry an IFA can win, yet most adviser websites have nothing to show the visitor researching it. Here's the page that should exist, and what it must say.
State Pension Age 67: What Your IFA Website Must Answer Now
The State Pension age started phasing up to 67 on 6 April 2026. Affected birth cohorts are getting their answers from MoneyHelper and Royal London, not from their adviser's website. Here's how to fix that this week.
Financial Adviser AI Overviews: Why Ranking Isn't Enough
Google AI Overviews in finance cite from outside the organic top 10 nine times out of ten. Ranking and being cited are now two separate problems, and most IFA websites are only solving one.
Cost of Financial Advice UK: An IFA Website Guide
What financial advice actually costs in the UK in 2026, why the consumer pages dominating Google have a glaring gap, and how to build an IFA fees page that ranks and gets cited by AI engines.
How Clients Choose a Financial Adviser in 2026
How clients choose a financial adviser has shifted from word of mouth and directories to AI summaries and quick FCA Register checks. Here's what your IFA website must answer to be the firm they pick.
FCA Finfluencer Crackdown: What It Means for IFA Websites
The FCA's April 2026 finfluencer week of action made 120 takedown requests and reached 2.3 million UK accounts. The story is also an opportunity for IFA websites that are ready to be the trusted answer.
FCA Adviser Market Survey 2026: Lessons for IFA Websites
The FCA's 2026 adviser market survey shows 15% fewer firms but the same 31,000 advisers, with regulated advice still reaching just 9% of UK adults. Here's what the numbers mean for your website.
FCA Annual Review Changes: What IFA Websites Must Do Now
The FCA's CP26/10 consultation proposes ending the mandatory annual suitability review. If reviews become needs-driven instead of calendar-driven, your website is the channel that has to answer the door.
IFA Website Accessibility: What the FCA Expects in 2026
The FCA is moving Consumer Duty from implementation to enforcement, and vulnerable client outcomes are top of the list. Here's what that means for your website in 2026.
The IFA Website GDPR Checklist for 2026
The ICO has finished auditing the UK's top 1,000 websites. Smaller firms are next. Use this checklist to make sure your IFA website passes.
Should You Publish Your Fees on Your IFA Website?
70% of UK advisers don't publish their fees on their website. The data reveals a transparency gap that's costing the profession trust, and costing some firms enquiries they never knew they were losing.
Chatbot Lead Generation for IFA Websites
AI chat widgets convert leads at a significantly higher rate than contact forms. Here is what the conversion data means for IFA practices looking to get more from their website traffic.
Is Your IFA Website Visible to AI Search?
A quarter of consumers now start their adviser search using AI tools like ChatGPT and Google AI Overviews. Yet 79% of UK IFA firms don't appear in those results. Here's how to fix that.
Client Testimonials on Your IFA Website: What the FCA Allows
Testimonials are one of the most powerful trust signals on a financial adviser website. They are also one of the most misunderstood under FCA rules. Here's what you can and cannot do.
How to Measure Your IFA Website's Performance
Most IFAs have no idea whether their website is working. Here are the five numbers that tell you, and what to do about each one.
The Advice Gap Is Closing: How the FCA's New Framework Affects IFAs
The FCA is rewriting the rules on who can give financial guidance and how. For IFAs, this is not a threat. It's about to send you more clients than ever.
Why Most IFA Websites Don't Convert Visitors Into Clients
Your website gets traffic but barely any enquiries. The problem is not your visitors. It is the gap between what they need and what your site offers.
What Questions Do Visitors Ask on IFA Websites?
We analysed thousands of visitor interactions on financial adviser websites. Here are the questions people actually ask, and what they tell you about your content gaps.
Local SEO for Financial Advisers: Getting Found in Your Area
When someone searches 'financial adviser near me', does your practice show up? For most IFAs, the answer is no. Here's how to fix that.
How IFAs Can Compete With Robo-Advisers Online
Robo-advisers are winning the online experience battle, not because they give better advice, but because their websites actually work. Here's how to fight back.
Consumer Duty and Your IFA Website: What the FCA Expects
The FCA's Consumer Duty has changed how advisers must think about client outcomes. But most IFA websites haven't caught up. Here's what you need to know.
The 5-Minute Response Rule: Why Speed Wins IFA Clients
Research shows the first adviser to respond wins the client 78% of the time. Here's how long most IFAs actually take, and what you can do about it.
FCA's Targeted Support Rules: What They Mean for Your Practice
The FCA's new targeted support framework launches April 6. It changes how firms can engage with clients who don't need full advice. Here's what IFAs should know.
How to Get Your IFA Website Ranking on Google
Most IFA websites are invisible on Google. Not because Google penalises them, but because they do nothing to earn a ranking. Here's what actually works.
What Do Visitors Actually Want From an IFA Website?
Most IFA websites are built around what the adviser wants to say. But what do visitors actually want when they land on your site? The gap might surprise you.
Pensions in Your Clients' Estates: The 2027 IHT Change
From April 2027, unused pension funds will be included in estates for IHT. Your clients have less than a year to prepare. Here's what advisers need to be doing now.
Why Contact Forms Are Costing IFAs Clients
Contact forms feel like a safe default for IFA websites. But the data tells a different story. Here's why they're silently losing you business.
Dividend Tax Rising in April: What Your Clients Need to Know
Dividend tax rates are rising by 2% from April 6. For business owners extracting profits via dividends, the numbers are shifting. Here's what to tell your clients.
Tax Year End: What Your Clients Should Do Before April 5
The April 5 deadline is days away. Here's a practical checklist of allowances your clients should use before they lose them, and how your website can help.
ISA Season: Is Your IFA Website Ready for the April Enquiry Rush?
ISA season creates a predictable enquiry spike every April. Here's how to make sure your website captures your share of it, not your competitor's.
Why Your IFA Website Is Losing Leads While You Sleep
Most financial adviser websites are invisible to potential clients outside 9-5. Here's the real cost of that gap, and what you can do about it without hiring staff.