A website for your advice firm - found by clients, and built around the rules
You advise; we handle the website. Margot builds your firm a professional site that gets found by the clients searching right now, keeps it current, and puts a real person on hand. The FCA disclaimer and your firm's sign-off are built in - so nothing goes live until you're happy with it.
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Built for a regulated firm, not a hobby site
Everything an advice firm needs from its website - the compliance furniture included, not sold as an extra.
The FCA disclaimer, built in
Your firm reference number, the "authorised and regulated by the FCA" statement and the risk warnings appropriate to your services sit on every page automatically - drawn from your account details, always correct, never something you have to remember.
Content you approve before it publishes
Margot drafts your copy with the financial-promotion rules for your services in mind, then hands it to you - or your network - to sign off. Nothing reaches the public until it's approved. It drafts, you approve.
Found by the clients searching now
People planning for retirement, investing a lump sum or sorting their pensions search Google and, increasingly, AI assistants like ChatGPT. Margot builds your site to be picked up and recommended - so you're the firm they find, not the one three pages down.
Independent, front and centre
If you give independent, whole-of-market advice rather than restricted, your site should say so loudly. Margot leads with the positioning that wins trust - independent, no obligation, advice across pensions, investments and protection.
Works with your CRM
Enquiries land cleanly and hand off to the way you already work - Intelliflo, IO, Xplan, whatever back-office you run. Margot is the marketing site on top of your setup, not another system to replace it.
A real person looks after it
A UK-based person who knows your site and your rules. Email the change you want - a new adviser, an updated fee page, a market note - and it's done, usually the same day. No ticket queues, no jargon.
Live in days, not the usual agency wait
No multi-week build, no jargon. We build it, you approve it, we look after it.
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Tell us about your firm
Your services, your area, your FRN. We start from a site designed for a regulated FS firm, not a blank page.
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Review and approve
See your site drafted and filled in. Tweak the words, check the compliance furniture, and sign it off - or hand it to your network's approver first.
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Go live
We host it, secure it, add your domain and keep it current. Cancel any time and take your domain with you.
The questions advisers ask
Straight answers before you start.
Yes. Your firm reference number, the FCA authorisation statement and the risk warnings appropriate to your services are shown on every page, pulled from your account details. It's fixed regulatory wording, so it stays correct and isn't something you can accidentally edit away.
Margot drafts your marketing copy with the financial-promotion rules for your services in mind, then gives it to you to approve before anything publishes. You - or your network - always have the final sign-off. The site never gives advice or recommends a product; it qualifies enquiries and hands them to you.
Yes, where your network permits a self-run site. We can wire your network's sign-off into the publish step, so nothing goes live until your approver has agreed it. If your network mandates its own site, that's the one case this doesn't fit - worth a quick check first.
Yes. Margot is the public marketing site that sits in front of whatever you run - Intelliflo, IO, Xplan and the rest. Enquiries hand off cleanly; we don't try to replace your back-office or planning system.
£49 a month plus VAT, everything included - the site designed and built for you, hosting, your domain, the compliance furniture and a real person to make your changes. No setup fee, no contract, and a 30-day money-back guarantee if it isn't for you.
See what your firm's site could look like
Book a free website review - we'll build you a real version of your firm's site, with the compliance furniture in place, and walk you through it. No obligation.
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