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UKadvice can help you put your financial services online quickly and compliantly.


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DM Web Solutions Ltd,
Regency Park, 6 Leesland, Uddingston, Glasgow,
G71 6TW.

Tel: 01698 815 006

Email: enquiries@ukadvice.net

Providing Website Design & Promotion to Financial Advisors & Mortgage Brokers

Questions & Answers (inc our Terms & Conditions)

What service do you provide?
What options do I have?
What else is included in your costs?
When do I make my payments?
What about compliance?
What if I wish to make changes to my site?
What about domain names?
What about email accounts?
Our Terms of Business and Data Protection

What service do you provide?

Our service is 2 fold as follows:

1. Website Build:

The preparation and design of your website including a listing in our online consumer directory. Websites will be provided from the packages detailed below.
2. Promotion only:
For firms with existing websites, we will link your current website to our online consumer directory for a small monthly charge. This allows potential clients to find your site by way of postcode, regional search or using an interactive map.

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What options do I have?

We offer 2 excellent and competitive packages. Please visit www.ukadvice.net/prices

1. A choice of designs from a selection of "Standard Layouts".

OR

2. Deluxe Package. An individual bespoke design, built to your specification.

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What else is included in your costs?

Unlike many web-designers WE HAVE NO HIDDEN COSTS:

We will submit your site to the major search engines.

You will be included on our Master Website at www.ukadvice.net a sophisticated consumer search directory which allows potential clients to find your site online.

Compliance support from a Chartered Financial Planner and practising IFA.

Domain name as applicable. We are also able to transfer existing domains where possible.

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When do I make my payments?

We will deduct 50% of the initial set-up costs by Credit Card to activate your order.

The further 50% will be deducted with the first month’s subscription. This is typically within 4 – 6 weeks of initial instruction. Monthly subscriptions are taken by monthly standing order thereafter typically on the 1st of each month. (We are not responsible for delays in compliance approval - monthly costs will commence on the completion of your initial draft - not on approval from your compliance dept/network.)

Please Note: *DEPOSITS ARE NON-REFUNDABLE.

The minimum subscriptions for all packages are 12 months. PLEASE NOTE IF YOU CANCEL YOUR SUBSCRIPTION AT ANY TIME YOUR SITE WILL BE TAKEN DOWN. All STANDARD packages must be hosted on our server and we retain the copyright of the designs.

We may change the monthly fee from time to time. We will give a minimum of 30 days notice before this takes place.

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What about compliance?

Although we are not responsible for the compliance of your website, we will endeavour to assist you in covering the appropriate compliance guidelines. Your site will be vetted by an AFPC & CeMAP qualified IFA prior to submission to your relevant compliance dept or Network.

Your firm's IDD / Terms of business / Menu will be included if required

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What if I wish to make changes to my site?

Small text changes to your site can be done at anytime. Please be aware however you may need to resubmit your site to your compliance dept or Network for re-approval. We normally do not charge for this subject to a maximum of 12 per year;

Larger changes including upgrading your package will incur a further cost.

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What about domain names?

We will register a domain name on your behalf and renew it as required. These costs will be covered by your monthly fee.

If you already have an existing domain name we will attempt to transfer this if required at no extra cost. (PLEASE NOTE WE ARE NOT RESPONSIBLE FOR DELAYS OR INTERUPTIONS TO EMAIL ACCOUNTS / WEBSITES, DUE THE TRANSFER OF EXISTING DOMAIN NAMES)

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What about email accounts?

The web packages include email accounts if required. We would normally limit this to 8 accounts:

Please note we cannot configure your computer to set up your email accounts but are happy to assist if we can. If you experience difficulties we recommend you use a local IT specialist to assist you.

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Our Terms of Business and Data Protection:

We prefer our clients to give us instructions in writing to avoid possible disputes. We will, however, accept oral instructions providing they are subsequently confirmed in writing.

We (DM Web Solutions Ltd) and/or our partners (Data Converters / Digital Routes) will not be responsible for:

  • Loss or interruption of service caused by: servers, software, domain name registrations/transfers or computer hardware.

  • Non compliance of website content.

  • Authorisations of web links or third party buy online facilities.

It is our aim at all times to provide a first class service and respond to any communications promptly and efficiently.

We will collect data about your firm and your firm’s terms and conditions to facilitate the compliant build of your website. Your data will not be passed to third parties other than our business partners without your consent.

We stress that your information would only be used in this way to help us provide a pro-active service to you. As we all know, time is precious and none of us want to be bombarded with information that is simply not relevant or which we do not require.

Under the Data Protection Act you have a right, upon payment of a fee, currently £10, to obtain a copy of the personal information that we hold about you. If you believe that any information held is incorrect or incomplete, you should contact us at our usual address. Any information that is found to be incorrect or incomplete will be amended promptly.

Ukadvice.net is an online trading name of DM Web Solutions Ltd. Our name and the contents of this website are protected by copyright. Our terms & conditions are subject to change.

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