Financial Services
12x Qualified Lead Generation: From One a Month to 3-4 Per Week
A wealth management firm with £200M AUM was getting roughly one qualified lead a month from their website. We redesigned around conversion and got them to 3-4 per week from organic traffic.
What We Were Solving
The firm managed over 200 million GBP in client assets but their website generated approximately one qualified lead per month. The existing site was a five-page WordPress brochure with generic stock photography, no call-to-action hierarchy, and a contact form buried on a separate page. The bounce rate was 78 percent and competitors were investing heavily in digital. The average client lifetime value exceeded 85K GBP making every lost lead extremely costly.
Our Strategic Approach
We built a conversion-first website where every design decision was reverse-engineered from the desired outcome: a booked portfolio review. The homepage leads with a clear authority narrative that flows into consultation requests. We built dedicated service pages with outcome-focused copy and inline booking. FCA disclaimer integration is treated as part of the trust architecture, not added as an afterthought. The result: perfect Core Web Vitals and page one rankings for three high-value local terms.
Deliverables
- Conversion-first website with authority-building narrative
- Dedicated service pages with inline consultation booking
- Prospect qualification form filtering unsuitable enquiries
- FCA-compliant disclaimer integration as trust signals
- Local SEO optimisation targeting high-value search terms
- Core Web Vitals optimisation achieving perfect scores
- Analytics with conversion funnel tracking
- Content architecture and copywriting structure guide
Project Timeline
Conversion Strategy
Analysed top 10 competitor websites. Mapped conversion barriers. Designed prospect qualification criteria.
Design and Core Build
Bespoke design system, homepage authority narrative, service pages and conversion flows.
Qualification and SEO
Prospect qualification form, FCA disclaimer integration, local SEO and structured data.
Performance and Launch
Core Web Vitals optimisation, GA4 tracking, funnel analytics, cross-browser testing and go-live.
Measurable Results
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