Website design & Development: Case Study

Financial planning
advice and solutions

Background: Having worked alongside James and Nicola in my role at Simpson Millar, they approached me about creating them a platform for their new venture after branching out from the solicitors.

The Brief: Being authorised and regulated by the Financial Conduct Authority, we firstly had to ensure legal compliance. This meant we had to get approval to even begin!

Professional and efficient throughout and the aftercare is brilliant. Tom also did an incredible job creating our new branded flyers, their quality is excellent. Many thanks for all your help with creating the perfect website for me.

James Mann - Managing Director
The Challenge

Introduce financial advice accreditations and legal compliance

What We Did
  • Clear service overview
  • Legal compliance
  • Explicit FCA regulations
  • Accrediations to create trust
  • Specialist introduction

 

Dune Financial had 3 primary services with 6 associated services that needed to be clearly presented to help visitors understand each. Therefore we tiered the website accordingly with the emphasis on 'investing today for a better tomorrow'.

Above all, the legal compliance was of paramount importance so we included accrediations, testiminials and qualifications to ensure people knew that Dune Financial planning Ltd did business legally with the upmost professionalism.

The Result: We presented intricate service detail, making everything easier for everyone; visitors were more informed and had a good understanding before even contacting Dune Financial, meaning visitors felt more assured, resulting in a better first impression.



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Call 07525 936 921 or send me a message below. Let's talk.