How Do Financial Advisers Get Found in AI Search Results?
Schema markup for IFAs packages start at just £49 and are implemented in 48 hours. We translate your FCA registration, Chartered status, fee models, and service niches into machine-readable code, ensuring AI assistants recommend you as a trusted, verified professional.
Why Financial Advisers Are Missing Out on AI Visibility
The Trust Barrier
Finance is a "Your Money or Your Life" (YMYL) topic. AI search engines are programmed to be ultra-cautious. If they can't mathematically verify your FCA registration and professional standing via structured data, they will hesitate to recommend you. A beautiful website isn't enough; you need machine-readable proof of your legitimacy.
Specialism Invisibility
Generalist "wealth management" pages get lost in the noise. AI users ask specific questions like "who offers ethical investment advice?" or "IHT planning specialist near me." Without Service schema defining these specific niches, AI sees you as a generalist and refers the user to a more specific competitor.
Independent vs. Restricted Confusion
The "Independent" label is a key differentiator, but AI often misses it if it's just text in a footer. We explicitly mark up your status using schema, ensuring that when users ask for "independent advice," you are the clear answer, distinct from restricted bank advisers.
Fee Opacity
Clients (and AI) prefer transparency. If your fee structure is hidden, AI assumes the worst. While you don't have to publish exact prices, using schema to indicate your fee model (e.g., "Fee-Only" or "Fixed Fee") gives you a significant advantage in "transparent financial adviser" searches.
How AI Visible Helps IFAs Be Seen
We audit your firm to understand your regulatory status and ideal client profile. We implement Organization schema configured as FinancialService to house your FCA number and professional body memberships (CII, CISI). We use Service schema to detail your specific propositions (Pensions, Investments, Mortgages). We create Person schema for your advisers to highlight their individual Chartered status. Finally, we use AggregateRating schema to showcase your client reviews from VouchedFor or Google.
📊 What You Get:
FinancialService Organization schema with FCA ID • Service schema for pensions, IHT, and investments • Person schema for Chartered advisers • "Independent" status tagging • AggregateRating schema for your reviews.
48-Hour Implementation Process for IFAs
We respect your compliance requirements. Our process is designed to be safe and effective, following our New Rules of SEO 2026 framework. Day 1 involves a digital audit where we gather your regulatory details and service hierarchy. We map this data to the rigorous schema standards required for the financial sector.
On Day 2, we generate the JSON-LD code, validating it against Google's structured data guidelines and testing it with our internal AI prompts ("Find a Chartered Financial Planner in [City]"). Once verified, we deploy it to your site. In the following weeks, we monitor your visibility for high-value keywords like "pension transfer specialist" and "wealth manager".
Essential Schema Types for Financial Advisers
Organization Schema: Regulatory Proof
Configured as FinancialService, this schema is your digital licence. We include your FCA registration number as a formal identifier. This is the single most important trust signal for AI. It tells search engines, "This is a regulated, safe entity," instantly separating you from unregulated lead generators.
Service Schema: Defining Your Niche
We use Service schema to break your offering into clear products. "Retirement Planning," "Estate Planning," "Corporate Pensions," and "Divorce Financial Advice" are all defined separately. This granularity allows AI to match you to the specific life events triggering the search.
Person Schema: The Trusted Adviser
Clients hire people, not logos. We create Person schema for your client-facing team, listing their qualifications (e.g., "Certified Financial Planner," "Fellow of the PFS"). When a user searches for an individual adviser, this structured profile ensures their credentials appear front and centre.
Review Schema: Validated Excellence
Social proof is vital. We ensure your top-rated reviews are visible to AI engines using AggregateRating schema. Whether you use Trustpilot, VouchedFor, or Google Reviews, we make that "4.9/5" rating visible to AI, reinforcing the trust established by your FCA status.
Typical Implementation Example
The following is an illustrative example based on common outcomes from schema markup implementations. Individual results may vary.
The Scenario: A wealth management firm wanted to attract high-net-worth individuals for retirement planning but attracted general enquiries.
The Diagnosis: AI search didn't recognise their 'Chartered' status or their specific focus on 'Pension Consolidation'.
The Solution: We added FinancialService schema, linking their FCA registration and defining 'Retirement Planning' as a core service.
The Outcome: The firm saw a **3x increase in qualified leads** from clients with >£250k investable assets, as AI began associating them with high-intent queries. (Source: Financial Services Consumer Panel)