The website of a financial advisory firm focused on mortgages and consumer loans for households. An introduction to the advisers, an explanation of the process and a no-obligation meeting as the main goal of the website.
Do you want a website for financial advice?
We will build it on Joomla. With mortgages you do not sell a product, you sell an adviser. The website therefore has to show the people a client will trust with the largest commitment of their life.
What the website of a financial advisory firm needs
A mortgage is a twenty-year decision. The client is looking for certainty, not for the lowest number. A website that shows real people and a comprehensible process gives them that certainty.
- Named advisers with a photograph and a contact
- An indicative calculator for the monthly instalment
- The process step by step, including what the client should prepare
- Answers to frequent questions written in plain language
- Booking a no-obligation meeting online
- Statutory information for intermediaries somewhere findable
What to watch out for in this line of business
People instead of products
The client is choosing an adviser. Photographs and names work better than tables of rates.
The calculator
The instalment is the first thing a client wants to see. Even an indicative figure keeps a visitor on the website.
Regulation
Credit intermediation has mandatory requirements. It is cheaper to build them in straight away than to add them later.
Repeat visits
A client comes back several times before daring to call. What happens between visits is what decides.