Industry · Financial Advisory Firms
Be retrieved by the employer or owner with a specific problem.
Employers and business owners search for advice on a specific obligation or decision. We make your services, status and advisers explicit enough to be matched to those queries.
The retrieval problem
Clients search for an obligation. Sites describe a philosophy.
An HR director asks whether a growing company has to change its workplace pension scheme. Most advice firm sites lead with values and a planning philosophy. The firm retrieved is the one that answers the question for employers, and states its authorisation and the advisers who do the work.
Buyer queries
The queries we model in this market.
Examples, one from each stage of a purchase. Your report models the full set for your services and your region.
Do I have to offer a workplace pension to all employees?
Workplace pension advisers for SMEs
Group personal pension or master trust?
Chartered financial planners for business owners in Bristol
What has to be explicit
The facts systems need to match you to those queries.
- Services for employers and services for individuals, kept distinct
- FCA authorisation, and independent or restricted status
- Advisers' qualifications
- Client types and the problems you solve for each
- Locations
Who we work with
- Corporate pensions
- Employee benefits
- Wealth management
Who decides
HR and finance directors for workplace schemes, business owners for their own wealth.
How it starts
From application to roadmap.
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01
Apply
Answer six short questions about your business. We read every application.
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02
15-minute consultation
Free. We show you two or three verified retrieval weaknesses in your market.
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03
Retrieval Opportunity Report
A measured diagnosis of one service category, and a prioritised roadmap.
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04
Implementation
The roadmap carried out, then re-tested against the same measures.
Common questions
How does this fit with our financial promotion obligations?
Everything we write is factual and clear, but anything that counts as a financial promotion still needs your usual compliance sign-off. We build that review into the work.
The roadmap, service by service
Free 15-minute consultation
Find out where your business stands.
- How search and AI systems currently interpret your business
- Where competitors are better understood than you
- Specific retrieval weaknesses, checked before we speak
- Whether there is work worth doing, and what it is worth to you
Apply for a free 15-minute consultation
We reply within one business day, and usually within the hour.