Who we help
AI visibility for financial advisers.
We check whether AI answers name your firm and link to your website as the source, record both, check the public information behind them and draft website improvements for your compliance function to approve.
The most trust-heavy purchase on the list
Choosing a financial adviser is a high-trust decision. People want to understand a firm’s services, fees, qualifications and approach before they enquire. We agree the client questions to test with you and record what the answers say and which websites they rely on. Being named does not mean the reader chose you.
“Best financial adviser in [city]”
Is your firm named? Is your website linked? Are the details correct? We keep the recorded evidence for each.
Illustrative only.
Example client questions to test
| Client question | Typical AI answer | What we look for |
|---|---|---|
| “Best financial adviser in [city]” | Two or three named firms with reasons | Other trusted websites: adviser directories, reviews, professional profiles |
| “How much does financial advice cost UK?” | Fee ranges, often quoting a published page | A clear, dated fees page covering percentage, fixed and hourly fees |
| “Do I need a financial adviser for my pension?” | A balanced guide naming its sources | A useful, carefully worded guide with a named adviser |
| “Independent vs restricted financial adviser” | A comparison-style answer | A fair comparison table - the question independents should own |
| “Financial adviser [city] reviews” | A summary of your reviews | Reviews on the directories AI actually reads |
| “What is pension drawdown?” | A definition from national guidance services | A national answer; we record it rather than chase it |
The compliance-frozen website, and the way out
If your website says little about fees and process, an AI has nothing to quote. The way out is specific, supportable content on your fees, process and services, drafted by us and reviewed by your compliance function before publication.
Fee transparency: publish the structure, not a promise
A fees page can explain your charging model, what each service includes and what affects the fee, using only figures your compliance function approves. Clear fees help a client judge the service; they do not guarantee a shortlist place.
- 1.The direct answer - fee models: percentage of assets, fixed, hourly.
- 2.Approved figures - only figures or ranges your firm has approved.
- 3.What affects the fee - stated plainly, on the page.
- 4.A named reviewer - who checked it and when, updated when the facts change.
fig. - the fees page: publish the structure, not a promise.
The FCA register: let clients check you
The FCA register is where a client checks that a firm is real and authorised. We compare your website’s legal name, trading names and reference number with your register entry, record any differences, and check that the background code that tells AI who you are, what you do and where says the same.
Clients choose advisers, not just firms
Each adviser’s profile should state their real role, qualifications and specialisms and make their link to the firm clear. We review those details, and the background code behind them, in the audit.
Other trusted websites backing you up
AI answers lean on websites they already trust: adviser directories, professional-body listings and independent commentary. We check that your entries there are accurate and whether the answers use them. Profile or commentary work follows your approval process and the agreed Watch scope; we cannot control what those sites publish.
What we know, with sources
- An AI answer may name your firm, link to your website, or both. We record each separately.
- Search results and AI answers are different things; our GEO and SEO guide explains.
- Fees, services and qualifications are the areas most worth testing.
- Consistent details and a link to your FCA register entry help readers check you.
- Google Analytics can label visits from some AI assistants (its AI Assistant channel). Visits from Google’s AI answers at the top of search results still count as ordinary search, so neither figure shows every AI journey.
The gaps we usually find
The gaps we look for: vague fees and services, unsupported adviser qualifications, public details that differ from site to site, and time-sensitive pages with no review owner.
In our review of eight financial advice firms’ web pages in Leeds and Manchester, seven showed their own FCA firm reference number, but none linked to its own entry on the FCA register, three named an adviser and four gave a figure for an advice fee. A selected page review, not a survey of the profession.
What the audit checks, and the Build fixes
The audit asks the agreed set of client questions and checks four things: whether AI systems can read your website; whether your business is described the same way on your site, the FCA register, the directories and Companies House; whether the background code matches what your pages say; and whether your fees page and key guides are written so an AI can lift the answer from them. The Build fixes the gaps in priority order, scope agreed in writing first, each page signed off by your compliance function before it goes live. The sample audit shows the report format.
Measured honestly, or not at all
Your starting point is dated and recorded: how often the answers name you, and how often they cite your website, kept separate. We split questions that name you from those that do not, since only the second shows whether a stranger would find you, and ask the same questions again on recorded dates. Enquiries we can trace back to an AI answer are reported separately. The measurement guide explains the measures.
How firms work with us
| Stage | What it is | Fee |
|---|---|---|
| The Visibility Audit | Where you stand, question by question, and what to fix first. | £1,500 fixed |
| The Build | The fixes, done for you and re-checked: readable by AI, consistent details, background code, quotable pages. | From £3,500, scoped |
| The Watch | Monthly measurement against your starting point, competitor movement, and defence of the positions won. | £1,250/month, three-month minimum |
Questions we get asked
Can you guarantee ChatGPT will recommend our firm?
No. Nobody controls what an AI engine says; treat anyone claiming otherwise as a red flag. What we can control: a website AI can read, details that match your FCA register entry everywhere, pages worth quoting, and other trusted websites backing you up.
Our compliance function won’t let us publish much. How does this work?
We draft clear, supportable explanations of fees, services and processes; your compliance function reviews them before publication, and your firm decides what goes live. Time-sensitive pages need a review owner and updating when the facts or rules change.
Is this kind of content a financial promotion?
That judgement belongs to your compliance officer. Our drafting assumes the strictest reading, avoids inducements and projections, and every page goes through your sign-off before publication.
Should we build visibility for the firm or for individual advisers?
Both. Adviser profiles should describe each adviser’s real role, qualifications and relationship to the firm; the firm’s pages explain its services. We check that the two agree.
We advise clients nationally. Does location still matter?
Less than in other sectors, so the questions change, not the method. National firms compete on specialism: pension transfers, business owners, independent versus restricted, with a lighter local layer. We weight the agreed questions to where your clients come from, then hold them fixed so every measurement compares like with like.
AI answers vary by time, place and wording, so we record the conditions. The free visibility check looks at one relevant question, with its limits explained.
Request your free visibility check
Or see the full service detail
Last reviewed: 6 September 2026