Stepwoods
A conversion-focused website for a financial advice firm, built to rebuild trust and turn visitors into leads.
(INDUSTRY)
Financial Advisor
(YEAR)
2024
(TIMELINE)
4 weeks
(SERVICES)
Website
Branding
SEO
Blog Content
Stepwoods is an independent financial advice firm based in Essex, helping individuals and businesses make smarter decisions about their money. Despite years of expertise and a strong client base built on trust and referrals, they had no professional website to reflect the quality of their service.
After being let down by a previous web developer who took payment and delivered a website that was unusable and unprofessional, Stepwoods were left without a digital presence and understandably cautious. For a financial advice firm, trust is everything, and their online presence simply wasn't reflecting that.
Build a clean, conversion-focused website that positioned Stepwoods as a credible, professional firm and gave potential clients the confidence to get in touch. The site needed to generate leads, communicate their expertise clearly, and lay the foundation for long-term organic growth through SEO.
We started by understanding exactly what Stepwoods needed: not just a website, but a platform that would rebuild their confidence after a bad experience and immediately communicate trust to potential clients. Every design and copy decision was made with one goal in mind: turning visitors into enquiries.
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We designed and developed a clean, professional website built specifically to convert. The site was structured around the client journey, guiding visitors from first impression to contact form submission with clear messaging, intuitive navigation, and strategically placed lead capture forms throughout.
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Alongside the website, we built out a blog and wrote a series of SEO-optimised articles to drive long-term organic traffic. Within 2 months of launch, traffic began ramping up, giving Stepwoods a sustainable pipeline of inbound visibility without relying on paid ads.
The new website gave Stepwoods a professional online presence they were proud of, delivered in just 4 weeks. With a conversion-focused design and a growing bank of SEO content, the site began attracting consistent organic traffic and inbound enquiries within months of launch.
4 Weeks
Full website delivered
2 Months
Until organic traffic started growing
5★
Client satisfaction rating
“
Amazing website! So pleased. Had such great service at Click Genius who were always helpful throughout and fast to respond. It couldn’t have gone any better.
Megan Johns
Co-founder @ Stepwoods Financial Planning
