Helping Financial Planning Firms Grow: Projects, Partnerships & Progress at Money Wise UK

 

Since launching in 2024, Money Wise UK has worked closely with financial planning firms to deliver impactful solutions across digital marketing, investment research, compliance, and client communication. Our mission is to simplify processes, improve client engagement, and help firms meet both regulatory and commercial goals.

Below is a summary of our recent work supporting financial planners across the UK:

Website Revamps & Development for Financial Planners

We’ve helped multiple firms enhance their digital presence with streamlined, professional, and SEO-optimised websites:

  • QuantQual – Delivered a modern, user-friendly design on Wix with improved SEO to boost visibility and performance.
    Visit QuantQual

  • Ifamax Wealth Management – Revamped the site using Squarespace, improving structure, performance, and on-page SEO.
    Visit Ifamax

  • Manning Gee Investments – Partnered on sitemap design, SEO-friendly copywriting, and performance optimisation.
    Visit Manning Gee Investments

  • Milne Standen Financial Planning – Developed a clean, accessible website using Webador with strong client-focused messaging.
    Visit Milne Standen

  • Lampiers Financial Planning – Contributed to SEO structure, copywriting, and navigation improvements for user engagement.
    Visit Lampiers Financial Planning

 

Compliance & Regulatory Process Support

We work with compliance specialists to ensure our clients maintain up-to-date procedures and meet FCA regulations with confidence. Recent projects include:

  • Ongoing Consumer Duty Reporting – Developed monthly reporting processes using metrics aligned with FCA feedback.

  • Vulnerability Monitoring – Introduced practical frameworks for identifying and supporting vulnerable clients.

 

Retirement Planning Innovation

We’ve created a robust and repeatable Centralised Retirement Proposition (CRP) template. It simplifies the retirement advice process, supports Consumer Duty compliance, and enhances client understanding.

Marketing Plans that Deliver

We’ve supported clients in building actionable marketing strategies that drive growth. Our plans include:

  • SEO and content strategy

  • Email campaigns and newsletters

  • Audience segmentation and targeting

Thought Leadership Content: Blogs & White Papers

We’ve authored a range of blogs and white papers that address timely financial topics—from behavioural finance and investment trends to financial wellbeing and sustainability. These support client education, improve SEO, and reinforce thought leadership.

Investment Research & Anti-Greenwashing Oversight

Our investment support spans both active and passive strategies, and extends to alternative investments including Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS). We also help firms prepare anti-greenwashing statements, ensuring transparency and alignment with FCA expectations.

Money Wise UK Podcast

We launched and host the Money Wise UK Podcast, engaging financial planners, fund managers, and thought leaders across the industry. It’s a platform to share insights, discuss challenges, and explore new ideas.

🎧 Listen on Spotify or your preferred podcast platform.

Ready to Work Together?

Explore our blog for insights, or get in touch to see how Money Wise UK can support your business with tailored consultancy across marketing, compliance, investment, and digital strategy.

"When bringing fund managers to Bristol, you can always be relied upon for thoughtful, well-prepared and engaging meetings, which I hugely appreciate – I hope you can continue this in whatever comes next. I’ve also enjoyed your thoughts on the market in your LinkedIn blog posts."