West Park Investment Partnership

Leeds

An independent Leeds adviser with its research on show

West Park Investment Partnership Ltd is an independent financial advice firm in Leeds, founded in 2014 by four advisers with over 100 years of combined experience and directly authorised by the Financial Conduct Authority. It advises individuals, families, trustees and business owners on asset management, retirement planning, tax planning and protection. In a regulated, trust-based business, the website needed to introduce the people, explain the planning process and fees plainly, and give clients somewhere to find the firm's investment thinking. We designed and built a site with detailed adviser profiles, service pages, a library of monthly commentaries and portfolio factsheets, and quick routes for existing clients.

The brief

  • Introduce the advisers and their qualifications to prospective clients
  • Explain services, the planning process and fees transparently
  • Publish regular investment commentaries and portfolio documents
  • Offer a free initial consultation and support existing clients

2014Year the firm was founded
100+Years of combined advice experience
627635FCA authorisation number

What we built

01

Advisory team profiles

Detailed biographies of each adviser, including career history and financial services qualifications.

02

Investment document library

Monthly CIO letters and West Park portfolio factsheets, including ESG portfolios, as downloadable PDFs.

03

Service pages

Pages for protection advice, tax planning, retirement planning, asset management and the planning process.

04

Fees explained

A plain description of how asset management and project fees are agreed and documented.

05

Existing client logins

A page linking clients straight to their Aegon and Standard Life account logins.

06

Contact form and map

Enquiry form asking what the visitor wants to find out, with an embedded Google Map of the Leeds office.

07

Careers page

Recruitment page describing the firm and its current paraplanner vacancy.

Pages on the site

  • Home
  • The Advisory Team
  • Our Partners
  • Services
  • Fees
  • Career Opportunities
  • Asset Management
  • Contact Us