35 Finance

Site Type:
Financial Planner
Design D

Custom features:
Own images, custom sections and pages

Add-ons used:
Portfolio Adviser

35 Finance decided to revamp their website to take advantage of the latest designs on offer, and incorporate their own images to emphasise their branding. They stayed with a Financial Planner website, so their existing pages were copied over with minimum input from 35 Finance.

Jeremy Davis, MD, says "Having a website has provided our business with visibility, and it has generated a large amount of business for us. We are constantly discovering how to use it better, to communicate with existing clients, and to generate new business.

"We have endeavoured to provide links so that potential clients can quickly find the information and the services they require. The up-to-date news feed, and the ability for clients to obtain a login significantly enhance our services. It also allows us to send out newsletters to our clients, and to target information to groups of clients.

"We find the secure messaging very useful, and we store client documents such as the valuation history in the client secure area. Providing clients with up to date portfolio valuations is a very valuable feature."

"We are very satisfied with the service we receive from IFA Systems, which is personal and friendly, cost-effective and rapid.
We have been able to personalize the website to suit our needs; it is quick and easy to update, and it is an increasingly important part of our business."

Jeremy Davis,
35 Finance

Anderson Brown & Gollogly
Financial Services Ltd

Site Type:
Financial Planner style 5

Custom features:
Own images, custom sections and pages

Anderson Brown & Gollogly Financial Services Ltd of Whitby recently revamped their website to suit their new corporate branding.  They chose one of the Financial Planner packages on which to base their site, which was then reskinned to include their new logo and their own images.  The site was customised further with their own sections and pages to suit what they wanted to say about their firm.

Andy Brown says "We make full use of the secure client area of the site, demonstrating its features to each new client so they are aware of what we can offer, including secure messaging, and secure client document storage. 

"It has saved us quite a bit in terms of postage and time, as well as giving clients peace of mind over security, and we know that documents are immediately available for clients to log in and view at a time to suit them."

"We found working from an IFA Systems template proved very flexible, and the final site clearly reflects our branding. New clients frequently come to us having seen our website"

Andy Brown,
Anderson Brown & Gollogly Financial Services Ltd

North Laine Financial Management

Site Type:
Financial Planner
style 4

Custom features:
Extra pages, custom enquiry form

Having a website reflects us very well; we are a professional, transparent, fee-based organisation, and our website demonstrates this fact. In five years with our comparatively amateurish old site we had not one single enquiry; within 24 hours of having our new site, we had a prospective client find us on Google, complete an enquiry form and arrange a meeting! Our website is essentially an advertisement, and is proving very effective!

We use our site primarily to attract new clients – if I am looking at using a firm I would always look at their website first, and our new clients like to do the same. We also use it to reassure prospective new introducers – it’s good to be able to point them towards the site. When we give seminars and presentations to introducers, we post copies of the PowerPoint presentations on our site for attendees to refer back to, and to encourage them to visit our site.

"We are extremely satisfied with IFA Systems!   Our site is clean, simple and effective, and was delivered to us quickly and efficiently."

Steve Mackie,
North Laine Financial Management