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JPB Financial Planning

Responsive Website Design & Development · User Experience · WordPress Development · Financial Services Website

JPB Financial Planning Ltd is a Chartered firm of Independent Financial Advisers based in Macclesfield, Cheshire, regulated by the Financial Conduct Authority. They provide bespoke financial planning across seven specialist areas, from pension planning and investment management to business protection and estate planning, serving individuals, families and businesses across the UK.

With a growing team and a strong reputation built on genuinely independent advice, JPB required a website that matched their professional standing, instilled confidence in prospective clients and clearly communicated the value of choosing an independent adviser free from product-provider ties.

JPB Financial Planning Full Home Page Website

overview

To design and build a clean, professional and fully accessible website that conveys JPB Financial Planning’s expertise, independence and Chartered status from the very first visit. The website needed to guide prospective clients through a clear and transparent service offering, support lead generation through a free consultation booking pathway, provide existing clients with seamless access to a secure client portal, and meet the strict compliance requirements expected of an FCA-regulated financial services business.

challenges

FCA-regulated financial services businesses operate under strict guidelines for how services, fees, and advice are presented online. Every page needed to be accurate, compliant and carefully aligned with regulatory requirements, including clear disclosure of FCA registration details, complaints procedures and the scope of advice offered.

Earning trust online is particularly critical in financial services. Prospective clients are making significant, long-term decisions about their pensions, savings, investments and protection. The design and content needed to convey credibility and professionalism immediately, without feeling corporate or distant.

JPB serves distinctly different audiences, individuals planning for retirement, families seeking protection, and business owners needing commercial financial planning. The website structure needed to speak clearly to each group without the navigation becoming complex or the experience feeling fragmented.

The firm also needed a seamless client portal integration that allowed existing clients to securely access their account information, without it disrupting the flow or look of the main website experience.

Showcasing the depth of the JPB team, directors, financial planners, paraplanners, a client support team, an in-house compliance function and a quarterly investment committee, required careful thought about how to present breadth of expertise without overwhelming visitors.

solutions

Bright Website Design worked closely with JPB Financial Planning to create a professional, trust-led website that balances warmth with authority.

  • Premium Design Reflecting Chartered Status
    A clean, contemporary design using JPB’s own professional photography to create an immediate impression of credibility. The visual language reflects the gravitas expected of a Chartered financial planning firm while remaining approachable and client-focused.
  • Clear Service Architecture
    Seven individual service pages, each with dedicated, compliant content making it straightforward for visitors to find the advice they need.
  • Transparent 5-Step Client Journey
    A clearly laid-out client process, from initial meeting through to ongoing review, making the experience of working with JPB feel transparent, reassuring and easy to understand for those new to financial planning.
  • Credentials Front and Centre
    Chartered Financial Planner status (awarded by the Chartered Insurance Institute in 2020), Cyber Essentials certification and FCA registration details are prominently displayed throughout, giving prospective clients the confidence to take the next step.
  • Client Portal Integration
    A clean, prominently positioned link to the secure external client portal ensures existing clients can access their accounts quickly and easily without disrupting the overall website experience.
  • Team Showcase
    A dedicated Our Team section presents the full breadth of JPB’s team structure, from directors & financial planning consultants to paraplanners, client support and the compliance function, demonstrating the depth of resource behind every client relationship.
  • FCA Compliance Built In
    All required regulatory disclosures, a complaints procedure page, a privacy notice and cookie policy are fully integrated and clearly accessible, meeting FCA expectations and giving clients confidence in how their data and interests are protected.
  • Free Consultation Pathway
    Clear calls to action for a free, no-obligation initial consultation are woven throughout the site, supporting lead generation without being pushy or high-pressure.
  • Careers Section
    A dedicated careers page supports JPB’s growth plans by attracting talent & signalling the firm’s ambition and professional culture to prospective team members.
  • Mobile-Responsive Across All Devices
    A fully responsive layout ensuring the website looks and performs perfectly on smartphones, tablets and desktops, essential for clients checking in on the go.
  • Foundational SEO
    Clean code, optimised metadata, logical heading structure, schema markup & fast page load speeds built in from the ground up to support long-term search visibility.

What Our clients say….

  • Bec conducted a thorough audit & identified opportunities to vastly improve its look, feel, performance, & overall user experience. Bec explained everything in simple terms, which is nice for those of us who aren’t tech-savvy, and then worked her magic to implement the necessary changes. The results are incredible, and I couldn’t be happier with the improvements. Thanks to Bec, I now have peace of mind knowing my website looks amazing, is fully compliant, and works harder to support my marketing efforts.
    Perpetua Harris
    Copy By Perpetua, Cheshire
  • Bec has been just totally helpful and fantastic all through the process of re-designing my website (and everything else that goes with it!). As a non-tech person, she has taken me step by step through it all and been very patient explaining and hand-holding when I needed it! Bec is just lovely too xx I’ve now got a brilliant and very professional resource that I love. Thank you so much – I’d recommend very highly.
    Lisa Clennell
    Your Happy Customer, Manchester
  • Bright Website Design built my company website a few years ago and as my business has expanded Bec has always been on-hand to make changes, update and ensure our SEO is up to scratch. I have seen our Google listing improve to the extent we no longer run a costly Google Adwords campaign. I look forward to a long continued working relationship.
    Simon Lee
    Outbased Accountancy, Manchester & London
  • Bec at Bright Website design took all the hassle out of building a website, she knew instantly what I wanted and created a website that represents me and my yoga business perfectly. I cannot rate Bec highly enough, she is hugely knowledgeable and also a thoroughly lovely lady to work with. As I have continued to work with Bec over the last two years, she has helped me immensely get to grips with my websites SEO and Google ranking.
    Yoga Alderley Edge
    Cheshire
  • We are delighted with the design and functionality of our new website – it’s not only visually appealing but also user-friendly, providing an engaging experience for our visitors. Additionally, Bec’s commitment to search engine optimization has significantly improved our online visibility. As a result, we have seen a substantial increase in organic traffic to our website, leading to more inquiries and business growth.
    Daniel Kingston
    Kingston Cabinetry, Congleton, Cheshire