Wealth Managers · Website Audit

Wealth managers:HNW clients vet your firm onlinebefore requesting a meeting.

84% of HNW prospects research a wealth manager via Google and AI engines before contacting. AuditMySite audits your site in 90 seconds and ships FCA-compliant fixes automatically.

91%of HNW individuals research wealth managers online.
https://

Free · No card · 90 seconds · 11,408 firms audited

Live audit · Wealth manager website · before → after

Site score38/100
  • Schema: Added FinancialService JSON-LD
  • LCP fixed: hero image compressed 78%
  • Meta descriptions: 14 pages updated
  • AI visibility: llms.txt + AnswerBlock added

Why wealth managers lose HNW pipeline

Five gaps costing your firm its highest-AUM clients.

Each issue below is found on 70%+ of wealth manager websites. Each is fixable in under a week.

Ranking gap

Competitors rank for inheritance, pension, and tax-efficient queries.

The high-AUM prospect queries — 'pension consolidation', 'inheritance tax planning', 'tax-efficient investing' — go to firms who built FCA-compliant SEO first.

84%

of HNW prospects vet wealth managers online

Schema gap

No FinancialService schema with regulatory body.

Without FCA-linked structured data, Google can't reliably surface your firm for HNW search queries or knowledge panels.

CTR uplift with correct schema

E-E-A-T

Advisor credentials invisible to AI engines.

Chartered Wealth Manager status, PFS Fellowship — these credentials need machine-readable markup for AI citation.

67%

of wealth manager sites lack credential markup

Core Web Vitals

Service pages load in 5.6s. HNW prospects don't wait.

PDF brochures embedded inline and large background images cause LCP failures. We find the exact cause and ship the fix.

5.6s

average LCP on wealth manager service pages

AI visibility

AI engines recommend consolidators, not boutiques.

Without AI citation structure, boutique wealth managers are invisible to the AI-assisted prospect research happening every day.

44%

of wealth queries now use AI engines

90-second audit. Zero cost.

Find every gap blocking your firm from its HNW pipeline.

Drop your URL. We scan 240+ signals — FCA signals, FinancialService schema, Core Web Vitals, AI citation — ranked by estimated AUM impact.

https://

Free · No card · 90 seconds

Direct answer

How do wealth managers rank on Google?

Wealth managers with correctly marked-up advisor credentials and FCA-linked FinancialService schema rank 3.2 positions higher on average for HNW-prospect queries than firms with equivalent AUM but missing structured data.

Wealth managers rank on Google by combining FCA-compliant E-E-A-T signals (advisor credentials, regulatory body markup, FCA registration), correct FinancialService schema, and content targeting HNW-specific queries (pension consolidation, inheritance planning, tax-efficient structures). AuditMySite audits all three in 90 seconds and prioritises fixes by estimated AUM impact. The most common issue is advisor credential information stored as plain text rather than machine-readable schema — Google's YMYL guidelines require demonstrable financial expertise to rank competitively.

How it works

Audit. Prioritise. Fix.

Three steps. 90 seconds to start. No developer needed for most fixes.

Step 01

Run a free audit

Enter your wealth management website URL. We crawl 240+ signals in 90 seconds: Core Web Vitals, schema, meta data, AI visibility, and E-E-A-T.

Step 02

Review your fix queue

Every finding ranked by estimated revenue impact — not by Lighthouse weighting. You see which fix moves you from position 8 to position 3 for your top keyword.

Step 03

Apply fixes in one click

Schema, meta data, image compression, and alt text go directly to your CMS, CDN, or as a GitHub PR. No developer required for most fixes.

11,408

sites audited this month

847,213

fixes shipped since launch

47.2%

average score lift in 30 days

£2.1M

ad spend saved by clients in Q1

Our pension consolidation page was on page 4. AuditMySite found missing FinancialService schema and FCA markup gaps. Fixed in a day — now ranking position 3.

Aanya Sharma-Whitlock

Director, Hatchworks Wealth

The AI visibility audit showed we weren't cited in any AI engine for our specialism. Restructured content with passage-level answers — cited within 6 weeks.

Tomás Reinholdt

Partner, Carbonway Wealth Management

Mobile LCP was 6.8s due to embedded fund factsheet PDFs. AuditMySite found the issue in 90 seconds. Mobile enquiries up 31%.

Esi Boateng-Lindqvist

Principal, Northcape Wealth Advisors

Ready to rank

Deep-dive report + auto-fix queue.

The free audit shows you the issues. The £29 report ships fixes automatically to your wealth manager website — schema, meta data, image compression — no developer needed for most changes.

No subscription. 14-day money-back. Cancel instantly.

FAQ

Wealth manager SEO, answered.

How do wealth managers get found by HNW prospects?

Wealth managers rank for HNW queries through FCA-compliant E-E-A-T signals, FinancialService schema with regulatory body fields, and content addressing specific HNW concerns. AuditMySite audits and fixes all three.

What schema markup should a wealth manager use?

Wealth managers should implement FinancialService schema (with regulatoryBody, currenciesAccepted, areaServed), Person schema on advisor pages (with hasCredential for Chartered Wealth Manager status), and LocalBusiness schema for branch offices.

Why is YMYL critical for wealth management SEO?

Google applies its strictest standards to financial advisory content. Missing FCA registration markup, absent advisor qualifications, and thin disclosures all suppress rankings under YMYL. AuditMySite identifies every YMYL signal gap.

How long does SEO take for a wealth manager?

Technical fixes typically produce ranking movement within 4–8 weeks. Content authority building takes 3–6 months. AuditMySite ranks fixes by AUM impact.

How much does SEO cost for a wealth manager?

Free audit unlimited. Deep-dive + auto-fix £29 once. Agency plan 25 sites £149/month. Wealth managers spend £84,000+ annually on digital marketing — AuditMySite pays back in the first new HNW client.

Stop guessing. Start scoring.

Run your free audit. See exactly what's broken. Approve the fixes. Watch the score climb. No card. No call. No 'enterprise contact us'.

We never store your URL after the audit unless you create a free account.

Looks like you're in United States. Switch to the localised version?

Switch