The Modern Practice Engine for UK Financial Advisers
Transform passive web traffic into high-net-worth pension and wealth management consultations. Bespoke Next.js portals pre-configured with a 24/7 AI Concierge, interactive financial calculators, and a built-in 3-month social media growth retainer.
Compare Practice Plans & Live Portals
Select a plan to preview features, lead conversion tools, and live client-facing demonstrations.
Wealth Pro Platform
Full AI SuiteEngineered for established wealth management practices managing private client pensions and estate portfolios. Features an active 24/7 AI Concierge Chatbot, 3 UK financial calculators, and automated retirement lead capture.
Trained on UK pensions & FCA COBS 4 rules to pre-qualify high-net-worth visitors.
Interactive Pension Drawdown, 40% IHT Tax, and Compound ISA wealth models.
High-converting HNW retirement checklist for building qualified prospect lists.
DFY LinkedIn thought leadership and newsletters to drive inbound traffic.
- Firms with £30M–£250M AUM
- Average client portfolio >£250,000
- Seeking 24/7 AI lead pre-qualification
Purpose-Built Technology to Attract & Convert HNW Clients
Traditional agency websites treat your portal as a passive digital brochure. We engineer an active client acquisition engine that pre-qualifies visitors and builds your practice pipeline 24/7.
24/7 AI Concierge & Lead Qualifier
Trained on UK financial regulations and FCA COBS 4 rules. Answers pension, tax, and drawdown questions 24/7, qualifies asset levels, and books initial consultations directly into your calendar.
Pre-programmed with strict disclaimers clarifying financial information vs regulated advice.
3 Interactive UK Financial Calculators
Give prospective clients immediate clarity on their wealth. Interactive modeling for Pension Drawdown, 40% Inheritance Tax (IHT), and Compound Growth.
Prospects spend an average of 3.8 minutes on calculators vs 45 seconds on static brochures.
Built-in 3-Month Social Growth Retainer
A great practice website needs qualified inbound traffic. Both plans include a default 3-month Done-For-You (DFY) social media retainer covering weekly LinkedIn thought leadership and newsletters.
Commit to 3 months of consistent authority building and waive all upfront onboarding fees.
FCA Compliance & Consumer Duty
Automated FRN register verification, mandatory FSCS £85k protection badges, Whole of Market declarations, and Consumer Duty fee transparency modules pre-configured on every portal.
Transparent charging tiers eliminate client misunderstanding and fulfill strict FCA rules.
UK Data Sovereignty & Encryption
256-bit TLS encryption in transit and AES-256 at rest. All prospect lead data is hosted within UK cloud infrastructure with explicit opt-in consent checkboxes and right-to-erasure workflows.
Your client leads belong 100% to your firm; never shared, sold, or pooled into broker networks.
Live in 2 Minutes (Not 12 Weeks)
Say goodbye to 8 to 14 week agency backlogs. Our automated onboarding wizard provisions your practice subdomain, branding palette, team directory, and FCA tools in under 120 seconds.
Instant routing for starter and pro domains with zero server maintenance required.
Calculate Your Practice ROI from 1 Single Client
UK Independent Financial Advisers operate with exceptionally high client Lifetime Value (LTV). Adjust your practice parameters to see why 1 single new client pays for your entire year on the Pro Plan.
Practice Charging Model
Standard UK IFA percentage fee scheduleWealth Pro ROI Projection
Upfront fee of £5,000 pays for 70% of your annual software cost on Day 1.
Two Practice Plans with Built-in Social Media
Both plans include our Done-For-You 3-Month Social Media Retainer as standard. Select a Quarterly Contract to waive all onboarding and setup fees (£0 Setup).
Starter Growth
Designed for independent advisers seeking a high-trust, FCA-compliant presence with direct WhatsApp consultation routing and organic social media authority.
- 3-Month DFY Social Media Retainer: Weekly LinkedIn thought leadership posts & newsletters.
- WhatsApp Direct Routing: Prospects click to message your practice adviser directly on mobile.
- FCA & FSCS Disclaimers: Automated FRN register verification and £85,000 protection badges.
- Consumer Duty Fee Transparency: Upfront percentage tier grid fulfilling COBS 4 rules.
- Subdomain & Edge Hosting: Instant deployment on
starter.yourdomain.com.
Wealth Pro
Complete client acquisition suite for ambitious firms. Includes our 24/7 AI Concierge Chatbot, 3 UK financial calculators, and downloadable retirement lead magnets.
- 24/7 Conversational AI Concierge: Answers pension questions, qualifies client net worth, and books appointments.
- 3 Interactive UK Calculators: Pension Drawdown, 40% Inheritance Tax (IHT), and Compound ISA models.
- Retirement Guide Lead Magnet: Gated downloadable PDF checklist for capturing prospect email addresses.
- Priority Multi-Adviser Directory: Dedicated profile cards and booking routes for all registered advisers.
- Subdomain & Edge Hosting: Instant deployment on
pro.yourdomain.com.
Modular Add-On Marketplace
Add specialized capabilities to either plan anytime from your Adviser Admin console.
Financial CRM 2-Way Integration
Direct automated lead and client sync with Intelliflo Office, Adviser Cloud, Plannr, or HubSpot.
Bespoke Drip Automations & Zapier
Automated welcome sequences, annual review triggers, and seasonal UK tax-year-end reminders.
Client Portal & Document Vault Gateway
Single sign-on access to provider portals and client document vaults (moneyinfo, Advicefront, Transact).
Bespoke Local SEO & Google Ads Funnel
Targeted Google Business Profile optimisation and hyper-local IFA search campaign management.
Traditional Web Agencies vs. The IFA Portal
UK financial marketing agencies typically charge £4,000 to £12,000 upfront for static WordPress sites with 12-week backlogs. Here is how our modern platform compares on speed, lead capture, and commercial value.
Save over £8,000 in Year 1 while generating 3x more qualified leads
Eliminate large upfront design fees and avoid ongoing maintenance headaches. Focus entirely on client advisory and portfolio management.
Dual UK GDPR & FCA Compliance Architecture
Financial advice requires the highest standard of data privacy. Both our practice platform and your client-facing portals come equipped with enterprise-grade UK GDPR & ICO standards out of the box.
Client Portal GDPR Engine
Every practice website you onboard automatically includes compliant lead capture workflows:
- Explicit Opt-in Checkboxes: Mandatory consent triggers on consultation booking forms & guide downloads.
- AI Concierge Boundary Disclaimers: Dynamic notices ensuring prospects understand information vs regulated advice.
- Right to Erasure Workflows: Instant client lead data deletion options fulfilling Article 17 UK GDPR.
UK Data Sovereignty & Encryption
Enterprise cloud standards ensuring your financial practice data remains secure and UK-hosted:
- 256-Bit TLS Encryption: Bank-grade encryption across all API routes, calculators, and chat sessions.
- UK Data Sovereignty: Hosted in London & UK cloud regions; zero unauthorized cross-border transfers.
- Zero Third-Party Selling: Strict fiduciary pledge—your client leads will never be monetized or shared.
Ready to Launch Your High-Converting UK IFA Practice Portal?
Join leading UK independent advisers using modern Next.js and conversational AI to win qualified high-net-worth clients without £12k agency lock-ins.