Websites for Financial Advisers

Frequently Asked Questions

THE SERVICE

Who are we?
What will my Website contain?
So it's just a brochure site template?
How much work will I have to do?
Can I further customize my site?
How long will it take for my site to be ready?
What about updates to the site?
What about amending, upgrading and further customizing my site?
What about support?
When will my first standing order payment be collected?
Will your fee increase?
What if I want to cancel?

DOMAIN NAME

I don't have a domain name - what do I do?
I already have a domain name - what do I do?

HOSTING

Who will host my website?

E-MAIL

How many e-mail accounts can I have?

WEBSITE PROMOTION

Will my site contain meta tags?
Will you submit my site for listing with the search engines and directories?
What other advice can you give about site promotion?
How do I know how many people are visiting my site?


THE SERVICE

Who are we?

Based in prestigious offices in the centre of Bournemouth, our key staff have for many years provided quality marketing services for the professions, specializing in marketing and sales support facilities, including promotional campaign theme development, sales tracking and reporting, and web design.

Our background and understanding of the people and the services in the industry enable us to continually provide quality marketing support services when they are most needed.

Legal and Finanacial offers a major resource for all firms who have not yet had the opportunity or the time to establish their business on the web.

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What will my Website contain?

High quality, generic information in navigable sections, an excellent range of calculators, enquiry forms, latest news headlines & links, clock/calendar, your firm's logo and contact details prominently displayed throughout, and a location map of your office, PLUS the whole site is customized to your firm.

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So it's just a 'brochure site template?

No, these are professionally developed Websites, no DIY or self-build necessary. They are features-packed and fully loaded with information, headline news and features plus interactive tools for your clients to use. We have many designs to suit your firm's image and corporate colour scheme.

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How much work will I have to do?

All you need to do is to select and order your site, and we'll send you an acknowledgment asking you to send us your logo (and terms of business, if applicable). Your site will then be created for you to review.

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Can I further customize my site?

Certainly! If you want to say something more specific about your firm in the 'About Us' page - and even add pictures - just let us have the information by e-mail or on disk and we will add it at no charge. More major changes might incur a charge, but we would agree this with you first.


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How long will it take for my site to be ready?

We aim to have your site available in draft for your review within 7 to 10 days, although often more quickly. After that, you have to review the site. We obviously have no control over how long that will take, but we aim to make any necessary amendments within 7 days of receipt of details.

If you have an existing domain to be transferred, this can take between 1 to 2 weeks, depending upon how co-operative your existing host is. In rare cases the process can take longer, especially if the necessary information is not available and needs to be tracked down.


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What about updates to the site?


As part of our package, we will update the site automatically for changes in legislation and to reflect major areas of change. There is no extra charge for this.


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What about amending, upgrading and further customizing my site?

We will make or add, at no charge:
• changes to contact details
• updates as specified above
• articles or information provided by you for inclusion on the "News & Updates" page, provided these are supplied to us complete and in electronic format
Other additions or customization will be charged for on a time basis, but we will agree costs and payment terms with you before carrying out the work. Your site can be upgraded at any time in the future to include:
• Additional pages
• New graphics
• Specific links to other sites

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What about support?

If you have any problems, or need advice, we will be happy to help at no extra charge to you.


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When will my first standing order payment be collected?


Once we have assembled your site, we shall notify you that it is now visible for you at a private web address. The first payment will be collected 7 days after this notification. Please note that at this stage, due to registration procedures, not all of the "Online" services will be active.

Please note: Under no circumstances will this procedure be changed - first payment collection will not be delayed pending (for example) compliance checks being completed, "Online" services being activated, etc.


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Will your fee increase?


We reserve the right to increase the fee annually, but we promise there will be no nasty shocks!


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What if I want to cancel?

We don't believe in locking you into long contracts, as we stand by the quality of our products and services, so all we specify is a minimum contract of 12 months. After that you can cancel at any time without further cost. We shall then withdraw your site from the World Wide Web.

The content of the site, including all text and images unless provided by you or a third party, is our property. If you cease to use our service you may not use any part of it (except that provided by you or a third party) on any other website.


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DOMAIN NAME

I don't have a domain name - what do I do?

Just select one that is available, or ask us to suggest one. We'll buy it for you at no extra cost (it will be owned by you). You can check domain name availability from this site by clicking on the section 'domains.'

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I already have a domain name - what do I do?


No problem, it just needs to be transferred to our computer server. We will help you with this, but you will be responsible for any transfer fee charged by your current registration company.

Alternatively, if you do not want to move hosts and your current company provides enough web space, we will upload your site there, if it is technically possible. We prefer to use our own hosting arrangements, however, as this makes site configuration, update and support easier.

Please note: There is no reduction in the monthly administration fee if you already have your own domain name.


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HOSTING

Who will host my website?

We will, as part of our package, unless you already have an arrangement in place which we can use. We prefer to use our own hosting arrangements, however, as this makes site configuration, update and support easier.

Please note: There is no reduction in the monthly administration fee if you wish to use your own hosting provider.


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E-MAIL

How many e-mail accounts can I have?

We include up to 6 email addresses in your monthly fee but you can have several "POP3" addresses, each of which can only be picked up by a particular person. One of these needs to be a "general" address (such as enquiries@, to which e-mails and enquiry forms are sent from the website.)

Additional email accounts are available @ £91.00 + vat per annum for up to 20 addresses

OR

If you have an email server such as Exchange or Groupwise, we can set up a ‘catchall’ email account that will forward all emails to your server, (not directly to the intended recipient), and you would then filter them to each individual’s inbox on your server.

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WEBSITE PROMOTION

Will my site contain metatags?

Yes, many search engines look for metatags so we tailor these to your firm.

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Will you submit my site for listing with the search engines and directories?

Yes, as part of our package we will initially submit your site for free listings with the major search engines and directories. We will resubmit your site from time to time.


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What other advice can you give about site promotion?


Your site is only valuable to you when people know where to find it. You must add your website address to all of your firm's stationery, business cards, and promotional literature. E-mail all of your clients with your web address announcement and tell them to go and visit your site.

Add your site to your local town/city directories, and offer link exchanges to non-competitive firms. Join forces with other professional firms which will reciprocate with banners and links to your site.

We will provide you with a website promotion guide featuring lots of ideas to gain greater exposure for your site, and also advise you of search engineers who specialize in maximizing your visibility on the main search engines

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How do I know how many people are visiting my site?

We include a comprehensive site statistics package with your site (provided it is hosted by us).

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