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Making the web work for
professional financial advisers

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Infosite Case Studies

The Infosite package is our most comprehensive offering, full of financial information, calculators, research and links, along with pages for personalised text, news, staff details etc. The basic shell is very flexible, and each one is customised to strongly brand the IFA's identity.

Read on to see how some of our clients view their sites, and their experience of getting them up and running.

Sound Financial Management Ltd

Ritchie Salkeld home page

Site Type:
Infosite style 1

Customisations:
- own images
- login removed

Sound Financial Management  logo

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We operate in both the wealth management and corporate markets, and wanted a professional website to deliver the right image and message to each sector.

We find visiting the websites of potential new clients helps us to both understand their business and help us deliver value. We feel it stands to reason that our new corporate clients will want to do the same with us!

Our website looks very professional and is very easy to navigate.

We refer clients to the site as it’s packed with useful information, and we feel adds value to our relationship with our clients.

"The set up of our website went smoothly from start to finish, and the service we have received from IFA Systems has been very good."

Paul Meatyard,
Sound Financial Management Ltd