Sound Familiar?
These are the problems we hear from financial advisors in Edinburgh every single week. If any of these hit home, we can help.
Excellent advice but limited online reputation
Financial advice is trust-based. The advisor with more reviews wins every comparison.
No clear path from website visitor to consultation
Potential clients want to book a free consultation easily. If your website doesn't make that obvious, they leave.
Potential clients choosing another advisor
People research financial advisors online before trusting anyone. The most professional online presence wins.
Larger firms dominating local search
Big financial advisory firms have optimised their online presence. Without doing the same, you're invisible.
What We Do for Financial Advisors
Four things that work together to bring you a steady stream of enquiries and calls — week after week.
Professional Website
A fast, mobile-friendly website with your phone number, enquiry form, and reviews front and centre. Built to turn visitors into calls.
Google Maps
We optimise your Google Business Profile so you show up in the map pack when people search for your trade locally.
More Reviews
An automated system that asks your customers for a Google review after every job. More reviews means more trust and higher rankings.
Local Services Ads
Google puts your business at the top of search with your reviews and a Google Verified badge. You only pay when someone actually calls.
What Makes Edinburgh Unique for Financial Advisors
From New Town, Leith, Morningside, Stockbridge and beyond, Edinburgh properties range from Georgian and Victorian stone tenements, New Town terraces, and modern suburban developments. Medieval Old Town, 18th century New Town, with Victorian and Edwardian expansion. Whether you are based in the EH postcode area or serve the wider region, a strong online presence is essential.
The most common reasons people search for a financial advisor in Edinburgh include pension planning, mortgage advice, investment management. Peaks before end of tax year in April and in January for New Year financial planning. Businesses registered with Financial Conduct Authority (FCA) stand out from the crowd, but only if potential customers can actually find them online.
Competition among financial advisors in Edinburgh is stiff, with around 150-300 businesses in the area. But fewer than you would think have a website that actually generates enquiries. The opportunity is there for any financial advisor willing to invest in their online presence.
Postcode Areas Covered
Areas We Serve
Common Financial Advisor Services in Edinburgh
These are the services local customers search for most. If you offer them, you should be showing up.
Pension planning
One of the top search terms in Edinburgh. Customers looking for this service expect to find a professional online — make sure that is you.
Mortgage advice
Available throughout Edinburgh. Whether you are in a period property or a modern build, we connect you with customers searching for exactly this.
Investment management
Covering Edinburgh and surrounding areas. With Georgian and Victorian stone tenements, New Town terraces, and modern suburban developments, this is one of the most common enquiries we see.
Retirement planning
Covering Edinburgh and surrounding areas. With Georgian and Victorian stone tenements, New Town terraces, and modern suburban developments, this is one of the most common enquiries we see.
Questions from Financial Advisors in Edinburgh
Straight answers — no jargon.
Can you target specific services like pensions?
Yes. Dedicated pages for pensions, investments, retirement planning, mortgages — whatever you specialise in.
Is there a long contract?
No. 3-month minimum then rolling monthly. Cancel with 30 days' notice. You keep the website.
How will this help me get more clients in Edinburgh?
We make sure people in Edinburgh searching for a financial advisor find you first — through Google Maps, a trust-building website, strong reviews, and targeted ads.
What if I already have a website?
We'll audit it free. If it needs work, we fix it. If it's solid, we focus on Maps, reviews, and ads.
How is this different from IFA marketing agencies?
Most charge £500-£2,000/month. We offer the same core services at a fraction of the cost with no long lock-ins.
Advice for Financial Advisors
Practical tips to grow your financial advisor business.
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A step-by-step guide to getting your trade business visible on Google Maps for free. No ads, no tricks — just the stuff that actually works.
Ready to Get More Leads?
We'll audit your online presence for free and show you exactly where you're losing customers. No obligation, no hard sell.