Northlight Wealth Planning
A home page for an invented financial planning firm near Guildford, written for people approaching retirement who want to understand the process and the fees before they book a first conversation.
A studio project: an in-house design for a fictional business, not a client site.
Financial planning near Guildford
A clear plan for the years after work.
Advice on retirement, pensions, investments and passing wealth on, for individuals and couples across Surrey. We explain how we work and what it costs before you commit to anything.
Independent financial advice · fees agreed in writing
Working with us, in three stages
- First conversationAbout an hour, in person or by video. You tell us what you want to achieve; we explain how we could help.No charge
- Your planWe gather the detail, model the options and present a written plan with our recommendations.Fixed fee from £1,850
- Keeping it on trackRegular reviews as your circumstances, the rules and markets change.0.75% a year, or a fixed fee from £1,500
What we help with
Most clients come to us with one question and leave with a plan that connects the rest.
- Retirement planningWhen you can stop work, and how to turn savings into an income you can rely on.
- PensionsBringing old workplace and personal pensions into a clear picture before deciding what to do.
- InvestmentsA portfolio set to the risk you are comfortable with and reviewed as life changes.
- Passing wealth onPlanning gifts, trusts and inheritance with your solicitor, so the people you care about are looked after.
The people you will meet
A small team, so you see the same planner at every review.
- ClaireFinancial planner
- RobFinancial planner
- SophieParaplanner
- JenClient services
Important information
The value of investments, and any income from them, can fall as well as rise. You may get back less than you invest.
Pension and tax rules can change, and the value of any tax relief depends on your circumstances. Past performance is not a guide to future returns.
The Financial Conduct Authority does not regulate will writing, trusts or some forms of tax advice.
Start with a conversation
Call 01632 960 552, Monday to Friday, 9am to 5pm. Video and evening meetings by arrangement.
What the design solves
Financial planning sites often lead with reassurance and stock photos, then make visitors dig for the two things they want to know: what working together involves and what it costs. This design puts the process and the charging structure on the home page and keeps required risk and regulatory wording readable.
- The business
- Northlight Wealth Planning is an invented financial planning firm near Guildford. It advises individuals and couples on retirement, pensions, investments and passing wealth on to the next generation.
- The goal
- Target: first-conversation requests from people who have already read how the service works and how it is charged.
- Pages designed
- Home page (shown below)
- Planned next: planning services
- Planned next: how we charge
- Planned next: about the planners and first conversation
The thinking behind the page
Explain the process before the pitch
The page sets out the three stages of working together near the top, because a first-time client’s real question is what happens after they get in touch.
Fees and risk wording given proper space
Each stage of the process carries its fee, so cost is never a separate hunt. Risk warnings and the firm’s regulatory status sit in readable type rather than grey small print, and the design makes no claims about investment performance.
A calm palette taken from the name
A deep evening blue with mint and pale sky, drawn from northern light. Young Serif gives headings warmth; Albert Sans keeps longer explanations clear for readers of every age.
One next step, worded the same way
“Book a first conversation” appears in the header, after the process and at the end of the page. One action, one phrase, so nobody wonders which button to press.
Palette and type
- Evening
#0d2231 - Mint
#86d5bd - Sky
#d3e8f2 - Mist
#f3f7f8
Headings in Young Serif, body text in Albert Sans.
Tell us what the website needs to do
Send a few lines about your business and what is not working today. We reply with questions, then a written proposal.
- Free, written quote
- Reply within one working day
- Meetings on Zoom or Google Meet