Financial Planner Case Studies

The Financial Planner templates are for those Financial Advisers who want to promote the services they offer rather than the products they might sell, and are especially suited to financial planners and fee-based advisers who want to offer added-value to their existing clients.

Read on to see what our clients have to say about their sites.


Aiken Kennedy Financial Planning
	Site Type: Financial Planner style 4 Custom features: Layout amended Add-ons used: Portfolio Adviser
The principle reason we wanted a website was to provide an enhanced service to our existing clients; the site we have from IFA Systems has achieved this very successfully. We particularly like the facility to be able to broadcast items of news and our quarterly pdf Newsletter to all our clients – being able to communicate with clients as a single group in such an easy way is extremely useful. We use the Portfolio Adviser module, and encourage clients to log in to view their updated portfolios on the website – this is an excellent way of providing tangible added value to our clients. Adding value to the relationship with our clients is key to our business, and the website helps us fulfil this aim.	"IFA Systems have been very proactive in developing new features and keeping us up to date; we have been very pleased with the service we have received." Roger Kennedy, Aiken Kennedy Financial Planning

BPH Wealth Management
	Site Type: Financial Planner style 2 (no longer available) Custom features: Own images, Customised navigation and additional pages
Our business concentrates on providing advice to High Net Worth clients, and so we have never intended to market our site as a way of ‘enticing’ new business - it’s more for prospects and existing clients. Prospects can find out what they need to know about us; existing clients can download information like client agreements, etc. We’re very pleased with the service we get from IFA Systems – when we changed our corporate image, it was great to be able to have the website exactly mirroring all of our literature. We particularly like the Page Editor function with its real-time updates – when we change text on our site we can see that text appear immediately on the live site, rather than overnight as we had had before.	"It’s good just to be able to say to someone, “have a look at our website”, and then know that they can get a flavour of our philosophy, what sort of advisers we are, and the structure of how we advise clients." Adam Bell, BPH Wealth Management

Financial Planner Case Studies

Aiken Kennedy Financial Planning

"IFA Systems have been very proactive in developing new features and keeping us up to date; we have been very pleased with the service we have received."

Roger Kennedy,
Aiken Kennedy Financial Planning

BPH Wealth Management

"It’s good just to be able to say to someone, “have a look at our website”, and then know that they can get a flavour of our philosophy, what sort of advisers we are, and the structure of how we advise clients."

Adam Bell,
BPH Wealth Management

Financial Planner Case Studies

Aiken Kennedy Financial Planning

"IFA Systems have been very proactive in developing new features and keeping us up to date; we have been very pleased with the service we have received."

Roger Kennedy, Aiken Kennedy Financial Planning

BPH Wealth Management

"It’s good just to be able to say to someone, “have a look at our website”, and then know that they can get a flavour of our philosophy, what sort of advisers we are, and the structure of how we advise clients."

Adam Bell, BPH Wealth Management

Roger Kennedy,
Aiken Kennedy Financial Planning

Adam Bell,
BPH Wealth Management