Client fit
Describe the circumstances your service is designed around.
WEBSITES FOR FINANCIAL PLANNERS
A thoughtful introduction to your approach.
A financial planning website should explain who you work with, your engagement process, and the questions an initial conversation covers. Keep public material distinct from advice tailored to an individual.
financial-planners.exampleClear services, relevant proof, and better enquiries.
Planning servicesWho we helpOur teamGOOD WORK STARTS HEREThe right team.
A clear next step.
A clear next step.
Financial planners
01Planning services
02Who we help
03Our team
04Initial conversation
A useful first conversation 
Your website has a job to do
Make your expertise easy to find
People assessing a planning firm's approach, service scope, and professional background.
Engagement transparency
Explain your process and reviewed fee information.
Reviewed content
Have financial and professional statements approved by the firm.
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The customer experience
Give each visitor a useful next step
People assessing a planning firm's approach, service scope, and professional background.
Assess the fit
Read the firm's client and service focus.
Understand the relationship
Review the process and engagement information.
Make contact
Use the approved initial-enquiry route.
A structure for your site
What belongs on a financial planners website
Write from your actual offer. Use your own projects, photographs, service details, and business policies; label sample work and future plans clearly.
Find a design starting point
- 01
Planning services
Describe the firm's areas of work.
- 02
Who we help
Explain relevant client situations without promising results.
- 03
Our team
Present verified roles and credentials.
- 04
Initial conversation
Describe how to enquire and what happens next.
Your design direction
A website that feels like your business.
A measured planning journal with clear service stages and professional profiles.
A service publication or practice-led template usually provides the right structure. Use professional profiles and concise case context to support the offer, with a clearly separate client-access destination.
Use the concept's content hierarchy to organise your brief, then choose the actual template, publishing approach, and business tools around the work you need the site to do.
Connect the work behind the website
Make the handoff work.
These are tools and workflows to evaluate, not confirmed integrations or live Let.com features. Start with the systems your business already uses.
Client portal
Link the firm's approved account or document system.
Enquiry workflow
Keep private financial details out of general marketing forms.
Confirm provider access, compatibility, ongoing costs, and who maintains each connection. A clear link to an established system can be a useful first step when a deeper integration is not needed.
Ready to go live?
Your financial planners launch checklist
Review these details with the person responsible for your business, then try the whole enquiry or purchasing route on a phone.
Have the firm review every financial claim.- Verify professional profiles.
- Check that illustrative examples are clearly labelled.
Finish with the actual next step.
Follow every important link, submit a realistic test enquiry through your chosen process, and confirm that the right person receives it. Check the confirmation text matches what happens next.
A little more clarity
Your questions, answered.
Can the website include an investment-growth calculator?
Evaluate that separately with the firm's reviewers. Any assumptions, limitations, and presentation need approval; a simple service-focused website does not require one to be useful.
What should a website for financial planners include first?
Start with the visitor decisions in this guide: client fit, engagement transparency, reviewed content. Build the four-page content map with accurate business information, then add pages only when they answer a distinct question your customers actually have.
Are the integrations in this guide already included with Let.com?
These are planning considerations for your business workflow, not a list of confirmed Let.com integrations. Check the provider, access requirements, fees, and compatibility before committing to a tool. Let.com Shop and AI Website Builder are product previews. Native Shop plugins are included with a paid Shop plan; third-party WordPress extensions may require separate licenses.
Can I use the example design as a starting point?
The mini-site is an original design concept for this guide, with a fictional .example address. Use its hierarchy and content choices as inspiration, then explore the Let.com template gallery and confirm which design and publishing options are available for your project.
Related business guides
More ideas for professional services
A little more you. A lot more possibility.
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