PPFS — Financial Advisory Website Redesign & Client Portal Integration
A complete WordPress website redesign and hosting migration for an Irish financial advisory firm, featuring interactive seven-tier Personal and Business planning pages, an embedded client portal, adviser booking links, and consultation forms connected to authenticated email delivery.
- Multi-page WordPress rebuild covering company information, Personal and Business planning, adviser profiles, community support, client services, consultation enquiries, and legal content.
- Interactive seven-tier Personal and Business planning sections with tier selectors, previous/next controls, and mobile-centred navigation.
- Responsive planning panels with contextual information, financial warnings, and links to Family and Corporate Advisory Brief PDFs.
- BIS client portal embedded on the Client Services page through an externally hosted iframe.
- Calendly booking links for individual advisers alongside a dedicated contact and meeting page.
- Enquiry forms with required Privacy Notice consent and submission records available in the WordPress dashboard.
- Authenticated form notification delivery through WP Mail SMTP and SMTP2GO, routed to the client's sales mailbox.
- Client-provided legal documents integrated into the site, with mobile PDF display fixes and existing QR-linked legal URLs preserved.
- Community support cards with embedded videos, partner links, and navigation from homepage cards to the relevant community sections.
- Reusable footer banner and consistent card alignment, headshot cropping, typography, and spacing across desktop, tablet, and mobile.
- Cloudways hosting migration with coordinated DNS changes, SSL setup, and follow-up checks on links and form delivery.
Case Study Overview
The client needed a fully working replacement for an existing financial services website, using an approved reference design and updated company copy under a tight launch deadline. The main challenge was presenting detailed Personal and Business financial planning content through a clear seven-tier interface that worked on both desktop and mobile. The site also needed client portal access, adviser booking, consultation enquiries, community videos, and updated legal documents. Launch and follow-up work introduced further requirements around hosting migration, SSL, preserving legal URLs used in QR codes, mandatory privacy consent, and resolving form emails that were not reaching the sales mailbox.
Rebuilt the site on WordPress with Elementor and Elementor Pro, following the supplied reference while updating the copy and layouts across Home, Personal, Business, Our Approach, Meet Our Team, Community Support, Client Services, Contact, consultation forms, and legal pages. Created interactive seven-tier planning sections with selectable tiers, previous/next navigation, mobile-centred selectors, contextual information panels, financial warnings, and links to the Family and Corporate Advisory Brief PDFs. Embedded the externally hosted BIS client portal, connected adviser booking buttons to Calendly, and added community videos and links from homepage cards to the corresponding community sections. Required privacy consent before enquiry form submission, retained submissions in the WordPress dashboard, and configured WP Mail SMTP with SMTP2GO to route form notifications to the sales mailbox. Migrated the site to Cloudways, coordinated DNS and SSL setup, retained existing legal URLs used in printed QR codes, and refined mobile PDF display, headshot cropping, card alignment, typography, and a reusable footer banner through repeated client reviews.
Delivered a live financial advisory website with clear Personal and Business planning journeys, client portal access, adviser booking links, downloadable advisory documents, and form submissions reaching the sales mailbox. The completed work brought the approved company content into a manageable WordPress structure and addressed repeated desktop, tablet, and mobile feedback, including tier navigation, consent validation, legal document display, layout consistency, and post-migration email delivery.
Technical Stack Breakdown
Elementor layouts on the Hello Elementor theme, with interactive seven-tier planning panels, responsive tier navigation, adviser cards, community video sections, PDF viewers, and a shared footer banner for consistent updates across pages.
WordPress with Elementor Pro forms and dashboard submission records, WP Mail SMTP configured for SMTP2GO email delivery, and deployment on Cloudways. The BIS client portal is embedded from its external host, while appointment booking links connect visitors to advisers on Calendly.
WordPress database storing page content, Elementor layouts and reusable templates, media references, and captured form submissions. Client portal records remain within the external BIS platform rather than a custom local portal database.
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