Websites for financial advisors that build trust before the first meeting.

What financial advisors need from their website

Anyone talking about retirement planning, mortgages or insurance reveals a lot about themselves. So prospects want to know beforehand who will advise them: a real portrait, your background, your qualifications and what satisfied clients say. An interchangeable template with stock photos achieves the exact opposite.

Clear topic pages are just as important. Someone searching for “mortgage advice Gummersbach” wants a page that explains their concern in plain terms and shows how you work – not a long list of every product. Pages like this get found on Google and lead straight to a booking, in person or by video.

Then there is the information specific to your industry in Germany: the initial disclosure (Erstinformation) with your number in the Vermittlerregister (the official intermediary register), the competent IHK as licensing authority depending on your permit under § 34d, § 34f or § 34i GewO, and the arbitration bodies. We integrate the mandatory details you provide where they are easy to find – checking their content remains with you, your legal advisor or your association.