Proposal · Prepared for DOL Solutions

Your reputation's working.
Your website isn't.

A 5.0 Google rating already brings people in — then a dated, unoptimised site lets them down. Let's fix the part that's quietly costing you enquiries, and get you found in search while we're at it.

Prepared for
Daniel O'Leary — DOL Solutions
From
David Friend — ProfitableSites
Date
29 / 05 / 2026
The short version

Where you are, in one paragraph.

The good news first: your Google Business Profile is live and working. Address, phone and website all linked, and a 5.0 rating from eight real reviews — it's most of the way there already. The one loose end is that it isn't formally claimed, so you can't fully manage it or steer more reviews in. That's a quick fix.

The real problem is the website. It's old, unoptimised, and built in a way that won't convert the people your profile already sends.

It went up in 2018 and hasn't kept pace — broken page titles, no meta descriptions, barely a mention of Leigh-on-Sea or Southend, and no analytics, so nothing about it has ever been measured. It doesn't show up in search, and when someone does land on it — clicking through from your profile, or finding you by name — there's no clear way to get in touch and little to build trust. That's the gap: a fast, credible site that actually converts, found properly and measured from day one, with the profile claimed and put fully to work.

Where you are now

What the audit found.

None of this is a criticism of you — it's what happens when a brochure site is left to age. The point is that every one of these is fixable, and most are quick.

The data, not a hunch

I tracked it for a month. Here's what came back.

Before writing any of this I ran your rankings, a full crawl of the site, and a page-speed test. The numbers back up every point above.

17–27th
Where you rank at all

Page two or three of Google, where almost nobody clicks. For the priority terms — pension advice, IFA, financial adviser Southend — not found at all. In the local map you sit 9th–20th, outside the top three that get the calls.

Rank tracker · Apr–May 2026
62 / 69
Pages with no meta description

A crawl of 69 pages also found 26 with duplicate content, 19 with duplicate titles, and 54 too thin to rank. The pages exist — they're just not built to be found.

Site auditor · May 2026
96 / 100
For page speed — and it doesn't matter

The site loads quickly; speed was never the problem. It's missing a page title and a meta description, and the content's too thin, so it still can't rank or convert. Fast isn't the same as found.

Google Lighthouse · May 2026
Already working — just claim it
Google Business Profile
5.0 from 8 reviews

This one's nearly there.

Your profile is live, with the address, phone and website all linked and a 5.0 rating most competitors would envy — it's likely already sending you calls. The only gap is that it isn't formally claimed. Claiming and verifying it simply hands you the controls: tidy the address so it matches the new site, add your services and photos, post updates, and keep a steady trickle of reviews coming. Quick to do, and it locks in an asset you already have.

The plan

Track, fix, then scale.

It's the same approach I use on every project, and it fits yours exactly. You can't improve what you can't see, so measurement comes first — then we fix the foundations, then we widen the net.

TrackWeeks 1–2

Measure from day one.

Install Google Analytics 4 and Tag Manager, verify Search Console, and set your contact form and phone clicks as tracked conversions. Stand up rank tracking for your local terms so we have a starting line. From here on, every enquiry the site generates is counted — and the return is provable.

FixWeeks 2–8

A new site, built to be found and trusted.

A fast, modern, credible website — proper page titles and descriptions, local signals throughout, LocalBusiness and FinancialService schema, consistent name/address/postcode, your sitemap submitted, and images hosted on your own domain. Claim and optimise the 5.0 profile, and get you listed correctly on VouchedFor and Unbiased — the same surfaces your competitors rely on, with a stronger rating than most.

ScaleMonth 3 on

Widen the net, then add paid where it pays back.

Dedicated landing pages for Leigh-on-Sea, Southend and Rayleigh/Benfleet, plus your rare divorce financial-mediation niche where there's almost no competition. A light schedule of genuinely useful guides to build authority. And once the site's live and SEO is underway, the option of tightly targeted local Google Ads to bring leads in sooner — more on that below.

The new website

Why rebuild, not patch.

The 2018 build is compromised at the foundations — broken titles, no meta, no schema, off-domain images, inconsistent details. Patching all of that costs more than starting clean, and you'd still be left on an ageing platform. A fresh build is faster, cheaper to keep right, and gives us a site designed to convert: clear calls to action, your reviews front and centre, and an easy way for someone to get in touch or book a call — none of which the current site does.

Built the way I build every site: pure, fast HTML on Cloudflare — not WordPress — with hosting and business email (up to three users) included while I host it. Real tracking from launch. Designed mobile-first, because that's where most local searches happen.

Brand refresh — optional

A look built for trust, not alarm.

One thing worth raising while we're here: the current brand leans on red. In most settings that's fine — in financial services it quietly works against you. Red is the colour of warnings, losses and alarms, which is the last thing you want someone feeling as they decide who to trust with their retirement. So I've gone ahead and designed a new identity for you, built around what people actually look for in an adviser: trust, wealth, growth, and a personal touch.

It comes with a tagline that says exactly what you do, and how:

"Securing Retirements. Growing Wealth. Personally."

And a palette where every colour earns its place — navy and gold pulled straight from the mark, so the identity holds together across the site, the brand and anything printed:

Deep navy
#1F3040
Trust & authority. Headings, navigation, footer — the established colour of financial services.
Antique gold
#D5BA73
Wealth & prestige. Dividers, icons and highlights, used sparingly for a premium feel.
Forest green
#2E5D4E
Growth & prosperity. Buttons and calls to action — a calm, trustworthy alternative to alarming red.
Warm cream
#F7F4ED
Approachability. Page background — softer and more premium than stark white.
Slate
#3A4754
Readable & human. Body text — warmer than pure black, easy on the eye.
Soft grey
#E7E4DD
Quiet structure. Borders and dividers that keep everything clean and uncluttered.
No charge to look. I've designed the logo concept for you to see — it's yours to use for a one-off £100 if you like it. The new palette comes with the site build either way; if you'd rather keep your current mark, that's completely fine.
Local SEO — ongoing

The retainer that keeps it ranking.

The build gets you found; the retainer keeps you climbing and turns the profile into a steady source of enquiries. My recommendation for you is Pro at £350/mo — it's the tier with active ranking work and competitor monitoring, which is what moves the needle in a market like Leigh-on-Sea. The full ladder's here so you can see what sits either side.

Standard
£95/mo
Local SEO foundations.
  • One new page per month, built to rank or convert
  • Google Business Profile management
  • Search Console monitoring
  • Monthly visibility report
Growth
£225/mo
Everything in Standard, plus local citations.
  • One new page per month
  • Local citation setup (VouchedFor, Unbiased, directories)
  • Ongoing citation accuracy monitoring
  • Quarterly site review call
Recommended
Pro
£350/mo
Everything in Growth, plus active ranking work.
  • Two pieces per month: one new page + one blog post that doubles as a Profile post
  • Keyword ranking tracking — 10 local terms
  • Ongoing on-page optimisation
  • Competitor gap monitoring
  • Quarterly strategy review call
Authority
£595/mo
Everything in Pro, plus the differentiators.
  • Three pieces per month (one page + two blog/Profile posts)
  • Active local link building
  • Monthly strategy call
  • Keyword tracking expanded to 20 terms

For sites I host, hosting and business email (up to 3 users) are included. 12-month minimum term. Above Authority — custom from £750/mo, by application.

Google Ads — optional, phase 2

For leads sooner, once the site is live.

SEO is the right first move here — the broad finance keywords are expensive to bid on nationally, so paid only makes sense kept tight and local. Once the new site's live and the SEO foundation is in, a small, tightly targeted local campaign — "pension advice Leigh-on-Sea" and the like, to people right on your doorstep — can bring enquiries in while the organic rankings build. Same method as the SEO work: tracking first, campaigns built clean, then scaled only where they pay back. Here's what that costs if and when you want it.

Setup
£495
one-off, month 1 — account audit, conversion tracking, campaign structure, first launches.
Starter
£195/mo
Ad spend under £1,000/mo
Growth
£395/mo
Ad spend £1,000–£3,000/mo
Scale
£595/mo
Ad spend £3,000–£5,000/mo

Every tier includes ongoing campaign management, search-term and negative-keyword work, ad-copy testing and a monthly report. Starter is the right fit to begin — local financial advice is low volume, so a modest budget goes a long way.

New advertiser? £400 in free Google Ads credit via my Google Partner status — spend £400, get £400 matched. Applied within 20 days of new account creation. Terms apply.
The numbers

What it needs to earn back.

You'll know your own figures better than me, but as a rough guide: a new client is worth somewhere around £1,500–£2,000 up front, plus an ongoing percentage on funds under management — and more again as they top up pensions or add protection. So the real value of one client runs for years, well past that first fee.

Put it another way: the new site costs about what a single new client is worth up front. Win one extra client from it and it's paid for.

Which makes the maths simple: one extra client every month or two covers the retainer comfortably — before counting the trail income that client then generates.

And it's a modest target — a couple of clients, not a flood. You're not fighting the whole country for "financial adviser"; you're aiming to be the obvious local choice in Leigh-on-Sea and Southend. Right now the directories and a few local firms hold those spots largely because sites like yours aren't optimised for them. Fix that, and it's a fair fight — not a long shot.

You already know me

Same as it's always been.

We've been talking shop on and off for a while now, so I'll spare you the sales intro. This — fast sites, real tracking, local SEO that actually ranks — is what I do day in, day out. You deal with me from start to finish, the way you always have: no hand-offs, no account managers, no middle layer. If you've got a question, you ask me and I answer.

Since 2013
Google Partner
20+ years
In search
One operator
You work with me, not a team
Essex-based
Braintree — same county, local knowledge
Investment summary

What it costs.

ItemWhenCost
New websiteFast HTML build, tracking, local SEO foundations, hosting + email while hosted One-off £1,500
New logoOptional — the concept I've designed for you; palette comes with the build either way One-off £100
Local SEO — Pro (recommended)Active ranking work, Profile management, citations, 10-term tracking, reporting Monthly £350/mo
Google AdsOptional, phase 2 — setup then management (Starter tier to begin) Later £495 + £195/mo

Local SEO is a 12-month minimum term and includes hosting + business email while I host the site. Google Ads is entirely optional and only worth starting once the site's live. Prices exclude VAT.

Your rating brings people in. Your website loses them.

The 5.0 profile is already doing its job — it just needs claiming. The website is the gap: dated, hard to find, and built in a way that won't convert. For a modest, fixed investment we can rebuild the site, get you found, and track every enquiry — so the return shows up in black and white.

Let's have a chat →
David Friend · ProfitableSites · david@profitablesites.com