Fenwicke Financial Services

Fenwicke Financial sought a modernised website that offers a more tailored client experience.

Project goals

Fenwicke Financial aimed to revamp their Product Disclosure Statement (PDS) system while enhancing personal touch elements to build trust and strengthen relationships with clients. The goal was to create a modern, functional platform that supports both client engagement and business growth.

Our approach

We focused on creating a website that balances functionality with personalised features, ensuring an intuitive and trust-building experience for visitors.

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PDS system enhancement

We transitioned PDS documents from a public-facing page to an internal system. This approach ensures that clients receive direct links to the most relevant and updated documents while keeping the website focused on personalised advice and a clean design.

Automated articles

To keep the website fresh and informative, we integrated weekly article updates from Financial Writers. This ensures regular, relevant content with minimal effort from the Fenwicke Financial team.

Building trust

We incorporated client testimonials and an introductory video, fostering trust and creating a personal connection with visitors from the moment they land on the site.

Functional design

The new website features a user-friendly, mobile-responsive, and secure design with intuitive navigation, improving client engagement and accessibility.

Process improvements

To streamline operations, we:

Integrated Mailchimp to automate subscriber collection.
Created a client survey page to gather valuable feedback, helping the team continuously improve their services.

The result

Fenwicke Financial’s new website positions them as a trustworthy, professional advice firm. With an enhanced PDS system, engaging content, and user-friendly features, the site empowers client relationships and supports the firm’s long-term growth and success.

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Ready to stand out online?

1

Align and define

We’ll connect via Teams to understand your business, goals, and timeline.

2

Start building

From gathering materials to reviewing designs, we’ll guide you every step of the way.

3

Review and launch

We'll bring your dream website to life, providing 1:1 training so you can manage your site from day one.