Build references around the work you want to win
We identify where businesses competing for financial planning and retirement planning in your genuine working area are being featured. A strong website is part of the picture; accurate third-party references can help customers discover and assess your business.
We compare relevant local competitors, specialist providers and editorial sources rather than copy every backlink from a national website. The first step is to agree your services, locations and useful pages.
Research the opportunities your competitors use
For financial advisers, we look at the referring sites behind relevant financial planning, retirement planning and regulated advice services pages. We check what earned the reference, whether the audience fits, whether your firm is eligible and what original evidence you can provide.
A manufacturer appointment, membership or partner listing requires a genuine basis. We do not claim existing relationships or guaranteed acceptance by any organisation.
Give a publisher a useful destination
A reviewed explanation, original research or a clear service resource gives another website a reason to reference your practice. We assess the destination pages and existing links before proposing outreach.
The asset should have a defined audience and a qualified reviewer where financial subject matter requires it. Named contributors, sources and dates help readers understand its basis and limitations.
Assess relevant opportunities
- Professional body directories where the firm meets the actual listing requirements.
- Local business organisations and genuine community activity.
- Relevant financial, business and regional publications.
- Accurate resources from existing professional relationships.
- Original research or educational material that editors find useful.
The FCA Register is an official record to verify, not an SEO listing to manufacture or alter for backlinks. Memberships, qualifications and partner descriptions must be accurate and approved.
Look beyond a domain score
Assess the publication’s readers, editorial standards, topic and the usefulness of the linked page. A high authority metric alone does not demonstrate a relevant audience or a valuable placement.
We avoid manufactured networks and exchanges designed mainly to manipulate rankings. Paid or sponsored references need suitable disclosure and link treatment under Google’s link-spam policy. A fee for visibility is not a promise of ranking credit.
Use claims and relationships the firm can support
Guest contributions and partner resources need an approved brief and factual credentials. Do not imply endorsement by a regulator or a professional body simply because a record or membership exists.
Digital PR can develop broader editorial stories where the practice has original evidence or relevant expertise. Outreach starts with that value to the reader.
Research AI answers in your service context
Where supported, we sample questions about choosing a provider for financial planning in an agreed area, then compare the businesses and third-party sources that appear. We also review a distinct question around regulated advice services so the research reflects more than the business name alone.
Those examples inform a shortlist of sources to assess; an AI mention is not proof that a source caused a recommendation. Each opportunity still needs relevant evidence and eligibility.
AI answers vary by question, location, platform and date. Research is a recorded sample, not a complete measure of every answer. We separate a business mention from a cited source and record what we can actually verify. We cannot guarantee inclusion in ChatGPT, Gemini, Perplexity or Google AI Overviews, and a particular backlink does not automatically produce an AI recommendation.
Approve opportunities and costs before commitment
Some legitimate directories, publications and sponsorships charge fees. We assess their audience and relevance and obtain approval before committing your budget. Paid editorial and commercial links need appropriate disclosure and sponsored or nofollow attributes. We do not buy unqualified dofollow links to manipulate rankings.
We check whether a listing would expose private details before submitting it. We do not invent local offices or publish a home address to satisfy a directory.
