Has your website been live for years and never brought a single enquiry? Or are you starting from scratch and don’t know who to trust with it? We build finance firm websites that rank, convert and generate new customers.
Why most finance firm websites don’t bring in clients.
Our website’s been live for years and never brought in a single client.
The site looks fine. The team’s proud of it. The hosting comes out of the account every month and the design agency that built it cashed the cheque years ago. But when the team gets asked where the last new client came from, the answer’s always the same. A referral. Someone who already knew the firm.
The website was designed to look professional, not to bring in new business. Most finance firms end up with a brochure website: clean visual elements, decent professional typography, ample white space and absolutely no system underneath for turning website visitors into prospective clients. No clear calls to action, no real lead capture, no thought given to how a potential customer actually moves through the user journey.
Our site looks fine but it loads slowly and ranks for nothing.
Open Google. Type your firm’s main service. Your site’s nowhere. Type your sub-sector and your city. Still nothing. Click into your own homepage on a mobile phone. It takes seven seconds to load.
Most financial services websites are built without a thought for search engines or mobile devices. The design agency focused on the colour schemes, the high quality images and the aesthetic appeal. Nobody thought about fast loading speeds, responsive design or how the site would perform on the phones half your visitors are using. With over half of internet traffic coming from mobile devices, a slow site on mobile means new business walking past every day.
We’ve got compliance and FCA rules to worry about and our agency doesn’t get it.
Finance firms have to display FCA registration numbers, risk warnings, regulatory disclosures and specific compliance information across the entire site. Most generalist design agencies don’t know that. So the new website goes live without the right disclaimers, the compliance team flags it, the agency rebuilds half the pages and three months pass before anything’s right.
Worse than the delay, the watered-down version of the site loses the conversion details the original brief actually needed. Strong calls to action get buried under disclaimers. The user friendly navigation gets messy because nobody planned where the legal copy should sit. The compliance gets done but the website stops working as a sales tool.
Financial website design for the financial services industry only works when the agency understands the rules before the wireframe gets approved. Not after the compliance team sends it back.
We need a new website and don’t know who to trust with it.
You’ve had two quotes already. One agency wants £25,000 for a “premium digital experience” that’s mostly stock photography. Another wants £8,000 for a template build that looks identical to the firm down the road. Neither one’s talked about how the site will actually bring in new business, rank on search engines or work for the financial advisory firm you’re trying to grow into.
The reality for most finance companies looking at a new website is they’re choosing between expensive design with no business case or cheap design with no specialism. Generic agencies don’t understand the financial sector, the compliance, the way prospective clients actually research financial firms, or the interactive tools and conversion mechanics that turn a visitor into a booked call.
A well crafted website should make business decisions easier for the firm, not harder. Most quotes you’ll receive won’t be from people who can deliver that.
Some of the websites we’ve built for our clients.
What finance firms say about us.
The numbers behind a finance firm website that actually works.
Over half of all internet traffic comes from mobile devices.
If your site doesn’t load fast and work cleanly on a phone, half your buyers leave before they read the first line.
Finance buyers shortlist firms in under 8 seconds of landing on a website.
Slow loading, generic design or unclear messaging in those first 8 seconds and your firm gets cut from the list before the conversation even starts.
Financial services websites that pass Google’s Core Web Vitals rank up to 40% higher than slow competitors.
A fast, well-built site doesn’t just convert better. It ranks better too, which means more buyers find it in the first place.
Feeling frustrated that you’re not doing more with AI yet?
Even though you know it could save your team hours.
Hear from the finance firms we work with.
Cathy Vass
Green Zebra Business Solutions
Paul Cain
Cain & Co Bookkeeping Services
David Sarver
Final Expense Co
A finance firm website isn’t a brochure. It’s a 24/7 salesperson that never takes a day off.
Before a single page gets designed, we map how your buyers actually behave. The questions an accountant‘s prospect asks aren’t the questions a wealth management prospect researching retirement planning or financial planning options asks. A diverse audience needs different paths through the same site.
We map your sub-sector, your target audience, their financial needs and the financial journey from first search to signed engagement. That becomes the sitemap, the page hierarchy and the brief for every design element that follows.
The output is a well-crafted website built around how your potential clients buy.
Finance buyers decide in seconds if your firm looks credible. The colour schemes, typography and consistent branding from page to page get read before the first paragraph.
We handle design in-house with a brand identity built for your sub-sector. Navy and slate for accountants (colours research links to trust for financial companies). Softer palettes for IFAs working with retirement planning and high-net-worth individuals. Sharper looks for digital-first financial products.
The financial website design examples that perform share the same traits: real photography, proper white space and professional design no other finance website uses. A visually appealing site earns the call.
Over half of internet traffic now comes from mobile. Finance buyers check your site between meetings, on the train, on the school run. If a page takes over three seconds to load, they’re gone.
Every new website we build is fast, responsive and easy to navigate. A user-friendly interface, clean mobile navigation, touch-ready forms. Sub-three-second load times affect how search engines rank you and how long potential clients stay.
New website or rebuild of an existing site, the aim is the same: an optimal user experience that gives your financial business a strong online presence and turns traffic into enquiries.
Most finance firms have a site that looked great on launch and stopped working a year later. Copy goes stale, analytics never get checked.
We approach financial services website design differently. A CMS your team can edit. Advanced analytics from day one, so you see which pages bring enquiries from your target audience. Design solutions and design elements built to age well, so the site looks up to date when a more diverse audience finds you.
Growth work plugs in separately. Key takeaways for financial companies on finance website design: it converts from day one and your team owns it.
The metrics most agencies report on (likes, reach, engagement rate) tell you whether the algorithm liked your ad. They tell you nothing about whether the ad made you any money.
Our reports go further. Quality Scores and conversion rates, not just impressions. Cost per qualified lead, not cost per click. Where your CRM allows it, we trace specific revenue back to specific campaigns. A/B testing across ad copy, formats and creative assets, with the results feeding directly into the next month’s work.
The key performance indicators we track are the ones tied to your business goals: leads, calls, contact form submissions and signed retainers. If a campaign isn’t bringing those in, you’ll see it. If something’s working, you’ll see that too.
Website design tailored to your niche of finance.
Accountants
A website that does the explaining for you when limited company directors and sole traders are weighing up a switch. Engaging content, strategic calls to action in the right spots and a layout that gets them to the enquiry form.
Bookkeepers
Small business owners shouldn’t have to dig around to work out if you can help. We build sites that show what you do, who it’s for and what ongoing support actually looks like, with client testimonials right where they matter.
Financial Advisors
Pension transfers, drawdown, suitability. Complex financial concepts that scare prospects off if the site doesn’t explain them properly. We turn them into valuable content that makes informed decisions easier, all inside an FCA-compliant build.
Insurance Brokers
A well designed site that holds up in front of commercial decision-makers and high-net-worth buyers. Detailed information on the cover types you actually write, laid out so prospects can find their situation without scrolling for ten minutes.
Results we have achieved for companies like yours.
SEO
Cain & Co Bookkeeping Services
£30,948 a year in new business & rank 1 on Google for London’s toughest bookkeeping terms.
Website Design
Final Expense Co
We took a brand-new US insurance company from no website to page one of Google in six weeks.
SEO
Green Zebra Business Solutions
An accounting firm nowhere on Google. Under a year later, number one in Hampshire.
Three reasons finance firms choose HandL Agency for web design.
Plenty of web design agencies will build you a finance website. Three things make ours different.
Designing a site and running the traffic into it are usually two separate jobs at two separate agencies, which is why the page that ranks rarely matches the page built to convert. We do both under one engagement, so what gets found is what’s built to sell.
We place strategic calls to action where attention lands, position client testimonials near the buying decisions and provide visitors with interactive elements like calculators and quizzes that give tangible value before a form gets filled. The result is real user engagement, not just traffic.
Every site we design and develop is for an accountant, bookkeeper, financial advisor or insurance broker. That focus tells us how finance buyers actually behave: which interactive experience earns the leads and which one wastes the build. A top financial website for an IFA doesn’t look or work like one for an insurance broker.
We treat clients as partners, not contracts.
Quarterly catch-ups, dinners, beers, pool nights, coffees, darts, football, rugby and cricket.
We spend real time with the businesses we work with because the work’s better when the relationship is.
Honestly? You don’t even need to work with us to get value from us.
Free conversion checklists for finance firm websites, page-by-page audit templates, FCA-compliant copywriting frameworks for landing pages, CTA placement guides, wireframe and sitemap starters, and short video walkthroughs covering web design fundamentals you can apply today.
Built for accountants, bookkeepers, financial advisors and insurance brokers who want to fix their own site, sharpen specific pages or scope out a new build without putting an agency on retainer. Working resources for financial firms going after a stronger online presence and more enquiries from the traffic they’re already paying for.
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Ready for a website that brings enquiries in instead of sitting there?
Spend 45 minutes with Bailey and Luke. You’ll walk away with a clear view of where the current site is losing enquiries, how the finance firms competing for the same buyers do it better and the two or three changes that would move the conversion rate inside 90 days.
It might be a full rebuild. It might be a CRO pass on the top three pages, faster load times, sharper copy or a contact form that doesn’t kill the lead. Either way, the call ends with a clearer view than you arrived with.
Jump on a call with Luke and Bailey today.
Not ready to book a call? Take the 3 minute AI scorecard first.
Or call us on 0117 457 6659, email contact@handlagency.com, or fill in the contact form.
