Customer case studies
A clear online introduction to Plan4Life Limited
Lee Whiteside wanted a straightforward website where prospective clients could find details about Plan4Life Limited, its history and the areas it advises on.
Lee Whiteside · Plan4Life Limited
An online presence for new clients
For Lee, having a website was about making information about the firm available to people considering its services. He told us a prospective client had previously described having no online presence as a “red flag”.
Plan4Life’s website brings together an introduction to the business, information about its advice areas, online calculators and clear ways to get in touch.
Support and control over the website
Asked how he had found working with Adviser Portals, Lee said:
“Excellent. The portal is very intuitive and the support I had in onboarding and since has been outstanding”
When asked what had been most useful, Lee highlighted “The ease of amending the content or look and feel of the site”.
