For UK financial advice and wealth management firms
When clients ask AI for an adviser, be part of the answer.
Wealth Flows builds high-end websites that your compliance lead can sign off first time, then works month by month to get your firm named in Google AI Overviews, ChatGPT, Gemini and Perplexity.
Who is a good financial adviser in Harrogate for retirement planning?
Several independent firms in Harrogate are well reviewed for retirement planning:
- 1.Your firm: Chartered Financial Planners, FCA authorised, strong client reviews.
- 2.A competitor
- 3.Another competitor
The shift
Clients now start with an AI answer. The firms it names get the call.
Dated websites
Most small advice firms have websites that look tired, load slowly on a phone and say little about the people behind them.
Invisible to AI
Ask ChatGPT, Gemini or Google for an adviser in your town, and most firms are not mentioned at all.
Agencies that don't know the rules
Generic web agencies don't understand FCA rules, so their sites come back from compliance covered in changes.
Built by someone who does
We draft every page to be clear, fair and not misleading from the start, so sign-off is a formality rather than a rewrite.
What you get
Start free. Stay because it works.
Every stage leads to the next. A client who only wants the website is welcome, but the retainer is where your visibility is built.
- 01
Demo homepage
Free
A new homepage designed for your firm, built from your existing content and branding, on a private link for seven days. No new claims: only what you already publish.
- 02
AI visibility assessment
Free on our first call
We ask the AI tools your clients use 10 to 15 questions a local client would ask, and show whether they name your firm, cite your site, and who they name instead.
- 03
Website build
Launched in 3 to 4 weeks
A full site to our build standard, drafted so your compliance lead (or network) can sign it off first time. We keep a record of every approval.
- 04
AEO retainer
Recommended
Month-by-month work to make your firm the one AI tools can confidently recommend for your town and specialisms, with a clear monthly report.
We build your demo
We take your logo, colours, services, team and location from your current site and build a homepage in one of our premium themes. It is the real build, not a mock-up.
You take a look
We email you a screenshot and a private link. If you would rather not hear from us again, say so and we delete it straight away. Otherwise it is deleted after seven days.
A 20 minute call
We walk through the demo and your AI visibility assessment, and answer your questions. No pressure, and no obligation.
Build, sign-off and launch
We build the full site, your compliance lead approves every page that could be a financial promotion, and we launch.
Monthly AEO work
We keep your firm consistent, well cited and easy to recommend across the web, and report every month on how often AI tools name you against your competitors.
The build standard
Like a private bank's website, not a template. Built so AI tools can read it, trust it and quote it.
Answer-first pages
Each service page opens with a plain two or three sentence answer to the question a client would ask, written in line with Consumer Duty.
Adviser pages
Name, photo, qualifications and experience, with links to the FCA Register and to VouchedFor or Unbiased profiles.
Regulatory footer
Firm name, FRN, registered office, company number, complaints procedure and Financial Ombudsman Service details on every page.
Structured data
FinancialService, LocalBusiness, Person and FAQPage markup, so search engines and AI tools can read who you are.
Fast and accessible
Lighthouse 95+ on mobile, largest contentful paint under two seconds, WCAG 2.2 AA. Clean HTML that AI crawlers can read.
Yours to update
A simple content editor for your team, articles and FAQs. Every change to a financial promotion goes back to compliance first.
Three premium master themes (heritage, editorial and minimal), each tailored to your brand. The demo you see is built on the same themes as your finished site.
Answer engine optimisation
The website is the way in. Being named in AI answers is the work.
AI tools draw on sources they trust and that agree with each other. Every month, we build a consistent, well-cited picture of your firm across the web.
- 01
Entity consistency
The same name, address, phone number, FRN and services on your website, Google Business Profile, FCA Register, Companies House, LinkedIn, VouchedFor, Unbiased and local directories.
- 02
Answer content
Two to four new pages or articles a month answering the real questions local clients ask, written with and credited to a named adviser.
- 03
Authored articles
Adviser-written articles on relevant third-party sites. Clearly credited, and any paid placement marked as sponsored.
- 04
Reviews
A simple process for asking happy clients for Google and VouchedFor reviews.
- 05
Digital PR
Local press and trade coverage built on your expertise or data: the citations AI tools trust.
- 06
Video and audio
Short adviser videos or podcast clips, with transcripts on your site.
- 07
Technical upkeep
Structured data, speed and indexing checks, every month.
About
Built by someone who has worked under the rules you work under.
Wealth Flows was founded by Matt Lenzie, a former banker with 25 years in financial services, including time in an FCA regulated business.
That means we understand financial promotions, Consumer Duty and what your compliance lead will ask, before they ask it. It is why our sites get signed off, and why our own conduct, from how we email you to what we claim about results, is held to the same standard.
We practise what we sell. Our own sites, including Construction Capital for development and bridging finance, already appear among the top results for the full-sentence, AI-style questions people ask in our own markets.
FAQs
Straight answers
Can you guarantee my firm will appear in AI Overviews or ChatGPT?
No, and you should be wary of anyone who does. No one controls what AI tools say. We promise the work, the tracking, and visible movement against your competitors, reported every month.
Will our compliance team be able to sign off the website?
That is what we design for. We draft content that is clear, fair and not misleading, include the regulatory information your site needs, and your compliance lead approves every page that could be a financial promotion before launch. Your firm remains responsible for its website; we make that responsibility easy to meet.
What does the demo cost, and what happens to it?
Nothing. It is built only from what your firm already publishes, sits on a private link that search engines are told not to index, and is deleted after seven days unless you reply.
We are an appointed representative. Can you help?
Often, yes. Many networks control or must approve their members’ websites, so we confirm your network’s website rules first and work through its approval process.
What is answer engine optimisation (AEO)?
It is the work of making your firm the one AI tools can confidently name. They draw on sources they trust and that agree with each other, so AEO builds a consistent, well-cited picture of your firm across the web: your site, directories, reviews, articles and press.
Who owns the website?
You do. Your content, your domain and your site. We host it on a fast global network with SSL, backups and uptime monitoring included.
Do you need professional photography?
Real photos of your advisers and office work far better than stock images, and AI tools and clients alike respond to real people. We offer a professional photoshoot as an add-on with every build.
See your new homepage before you decide anything.
Send us your firm's name and website. We will build a private demo from your existing content and send you the link.