Select Investment Managers

Select Investment Managers

Select Investment Managers are a team of experienced financial advisers who provide face to face financial planning for both individual and corporate clients throughout Scotland. Their advisers specialise in providing advice on pensions, savings & investments, estate planning and protection.

We worked with them to design and deliver their new site in WordPress with custom contact forms for localised areas.

inancial Services Websites

Consistent Contact

One of the important parts of this site was the contact forms which filtered responses by a range of criteria.  We custom coded the form to allow this data be collected and make their contact management easier and seamless.  It also integrates with their CRM so that all data is managed seamlessly.

Each city has its own contact page as well to allow local customer find the relevant point of contact.

What The Customer Said

We had a wonderful experience working with them. They were quick, efficient, knowledgeable and very patient. They took the time to explain how our new website works as well as address any concerns we had. We will work with them again and would recommend it to others.
 

Katya Zavhorodnya
Marketing Manager Select Advisers