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Website redesign for a wealth management firm or family office in Edinburgh: budget, timeline and risks (2026)

Mohamed Bah·Fondateur, Kolonell
October 29, 2026
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Website redesign for a wealth management firm or family office in Edinburgh: budget, timeline and risks (2026)

Website redesign for a wealth management firm or family office in Edinburgh: budget, timeline and risks (2026)

Websites

The verdict in three sentences

A redesign for an Edinburgh wealth management firm or family office is worth doing when the site no longer reflects how you advise clients, fails WCAG 2.2 AA, or makes compliance sign-off painful. In 2026 the realistic budget runs from £2,300 to £6,900 on the Kolonell fixed grid to roughly £15,000 to £45,000 with a full-service local agency, before any client portal or integration work. The real danger is less the price than the migration: lost search traffic, broken portal login links and pages going live without compliance approval.

What signals that your redesign is due?

  • The client portal login link is buried, or still points to an old platform address.
  • The insights archive (market commentaries, Budget notes, pension updates) holds hundreds of posts with no categories, and nobody knows which ones still rank.
  • Every change needs a developer, so a risk warning amendment requested by compliance takes weeks.
  • The site fails basic accessibility checks: low contrast text, untagged PDFs, forms that cannot be completed by keyboard. The Equality Act 2010 requires reasonable adjustments, and WCAG 2.2 AA is the usual target.
  • The cookie banner sets analytics cookies before consent, which PECR and ICO guidance do not allow for non-essential cookies.
  • Team pages still show partners who left two years ago.

How much does a wealth management website redesign cost in Edinburgh?

OptionTypical scope2026 ballparkDelivery
Full-service local agency (New Town, Leith)strategy, design, CMS, migration, on-site workshops£15,000 to £45,00010 to 20 weeks
Smaller local studiodesign and build on a theme, light migration£7,000 to £15,0008 to 12 weeks
Freelance developerbuild only, content and redirects largely on you£4,000 to £12,0006 to 14 weeks
Kolonell Starterfocused site, core service and team pages£2,3003 to 4 weeks, content ready
Kolonell Growthlarger site, insights section, migration of priority content£3,9003 to 4 weeks, content ready
Kolonell Premiumthe multilingual tier, languages set in the quote, advanced design and SEO structure£6,9003 to 4 weeks, content ready

Local figures are a 2026 ballpark drawn from typical agency quotes and public agency rate pages, not from a survey. Client portals and CRM or investment platform integrations stay on quote, with Kolonell and everyone else. Every tier includes a project manager reachable in your time zone, native English or French copywriting and 3 months of support. Details are on the Kolonell international offer.

What does a realistic timeline look like?

PhaseWhat happensDuration
1. Audit and URL inventorycrawl every URL, export top pages from Search Console, list portal and document links3 to 5 days
2. Content and compliance briefdecide which insights to keep, merge or retire; compliance flags warnings to revisit1 to 3 weeks (client side)
3. Designtemplates for services, team, insights, contact1 week
4. Build and migrationCMS, migration of kept content, 301 redirect map1 to 2 weeks
5. Compliance sign-offpage by page review of financial promotions and disclosures3 to 10 days (client side)
6. Launch and monitoringredirects live, sitemap submitted, 404 watch1 day, then 4 weeks of monitoring

The Kolonell build itself takes 3 to 4 weeks once content is ready. Phases 2 and 5 depend on your team and your compliance function, and they almost always set the real launch date.

Which risks matter most, and how do you reduce them?

RiskWhat goes wrongMitigation
Search traffic lossold insight URLs return 404, rankings dropfull URL inventory, 301 map, Search Console checks after launch
Broken portal accessclients bookmarked an old login URLkeep or redirect that path, test with 3 real accounts before launch
Migration gapsPDFs, factsheets and archive dates lostmigration sheet with an owner for each item
Compliance slippagea page goes live without approvalsign-off status per page in the CMS, launch blocked until all are approved
DowntimeDNS switch during market hoursswitch at the weekend, TTL lowered 48 hours ahead
Accessibility regressionnew design fails contrast or keyboard testsWCAG 2.2 AA check before go-live
Cookie consentanalytics fires before consentbanner tested against PECR rules

On the regulatory side, investment firms are authorised by the FCA, and financial promotion rules and the Consumer Duty apply to what your website says. A redesign should never promise returns, and risk warnings should be reviewed by your compliance team before go-live. For forms and enquiries, UK GDPR and the Data Protection Act 2018 apply, with the ICO as regulator. This is not legal advice.

When is an Edinburgh agency the better choice?

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You are :

To be honest: if you need a client portal rebuilt, several in-person workshops with partners in Charlotte Square, a full brand refresh with photography of your offices, or a single supplier for integrations with your investment platform and CRM, a local agency with financial services references earns its higher fee. If the scope is a clean marketing site, migrated insights and a solid redirect plan, a remote studio at a fixed price is usually enough.

Questions to ask any provider: who owns the code, design files and domain name? Is the 301 map a deliverable? How is compliance sign-off tracked? What happens to maintenance after launch, and at what price? Who handles photography (a local photographer, booked and paid by you as a third-party cost)?

Mini case study

Illustrative example: Fiona, COO of a fictional family office near Haymarket that serves Scottish family businesses. The current site has 180 URLs, 120 of them insight posts. The audit shows 35 insights bring most search visits; 60 are merged and 25 retired, all redirected.

Three-year cost:

  • Option A, local agency: £22,000 redesign + maintenance at £250 a month (market assumption) × 36 = £9,000, so £31,000.
  • Option B, Kolonell Growth: £3,900 + local photographer as a third-party cost estimated at £900 = £4,800, maintenance on quote after the 3 included months.

On the redesign alone the gap is £22,000 − £3,900 = £18,100. Because the portal is hosted by the platform provider and only needs a link, Fiona picks option B and puts part of the difference into an external accessibility audit.

FAQ

How long does a redesign take with Kolonell? The build takes 3 to 4 weeks once content is ready. Allow 2 to 4 more weeks on your side for content decisions and compliance sign-off.

Will we lose our Google rankings? Some movement is normal for 2 to 6 weeks after launch. A complete 301 redirect map and Search Console monitoring reduce the risk; skipping them is the main cause of lasting losses.

Can you rebuild our client portal? Portals and integrations are on quote, with Kolonell and with any agency. Many firms keep the portal supplied by their platform and simply link to it from the new site, at no extra build cost.

Which tier suits a family office? Growth (£3,900) fits most firms with an insights archive. Premium (£6,900) is the multilingual tier, languages set in the quote, with a more advanced design.

Do we need an accessibility audit? WCAG 2.2 AA is the usual target under the Equality Act 2010. A pre-launch check belongs in any good redesign; a full external audit often costs £1,500 to £5,000 as a third-party cost.

Let's scope your project. A wealth management website redesign in Edinburgh, £2,300 to £6,900 depending on the tier, delivered in 3 to 4 weeks once content is ready. See the international offer or request a free quote: detailed reply within 48 hours.

Tags:#website#international#wealth management firm or family office#Edinburgh
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Mohamed Bah

Fondateur, Kolonell

Passionate about digital and entrepreneurship in Africa, Mohamed has been helping Sénégalese businesses with their digital transformation since 2020. Founder of Kolonell, he believes every SME deserves a professional and accessible online présence.