Websites11 min read

Wealth management firm website: cost and regulatory compliance in Dublin (2026)

Mohamed Bah·Fondateur, Kolonell
November 2, 2026
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Wealth management firm website: cost and regulatory compliance in Dublin (2026)

Wealth management firm website: cost and regulatory compliance in Dublin (2026)

Websites

The verdict in three sentences

For a wealth management firm in Dublin, a website that produces qualified meetings costs €12,000 to €22,000, plus €1,500 to €4,000 per calculator. Central Bank of Ireland compliance is not an obstacle if it is built in from the mock-up stage: regulatory status statement, no promised returns, risk warnings as visible as the benefits. With an average fee of €3,000 per new client, the project pays for itself from the fourth signed client.

What turns a visitor into a qualified meeting

A partner in a firm managing €300 million is not looking for traffic. They want business owners, senior executives and professionals with €500,000 or more in investable assets. The website must filter as much as it attracts.

Levers that work in 2026:

  • Pages by client profile: business owner selling a company, consultant doctor, returning expat, inheritor.
  • Calculators for pension, Capital Acquisitions Tax or retirement drawdown, giving a partial result and offering the full analysis in a meeting.
  • Video meeting booking with a qualification questionnaire (estimated assets, goal, time horizon).
  • Expertise content signed by partners: Budget 2026, pension changes, succession planning.
  • Proof of seriousness: Central Bank authorisation, professional body membership (QFA, CFP), investor compensation scheme information.
Component2026 budgetExpected impact (order of magnitude)
10 to 20 page site with profile pages€8,000 to €13,000Credibility base and Dublin local SEO
Pension or retirement calculator€1,500 to €2,50025 to 40% of leads come from it
Inheritance or CAT calculator€2,000 to €4,000Higher-net-worth leads
Video booking and questionnaire€800 to €1,50060% of meetings prequalified
CRM integration (Salesforce, Intelliflo)€1,000 to €3,000No re-keying, lead tracking
Expertise blog (10 launch articles)€2,000 to €3,500Ranking on wealth planning queries
Compliance review€600 to €1,200Regulatory risk under control

Compliance: what the Central Bank of Ireland expects

Irish wealth managers typically operate as investment intermediaries or MiFID investment firms authorised by the Central Bank. The Consumer Protection Code (revised version applying from 2026) requires communications to be clear, fair, accurate and not misleading, with key information and risk warnings given due prominence.

RequirementConcrete translation on the siteCommon mistake
Regulatory status statementFooter and every relevant pageMissing or outdated wording
Terms of businessDownloadable before first meetingNot in the journey
Past performanceWarning that it is not a reliable guideReturn shown alone
CalculatorsExplicit assumptions, indicative onlyResult presented as guaranteed
RemunerationFees and commissions disclosedNo information
GDPRConsent, lead retention periodForm without lawful basis
ComplaintsProcedure and Financial Services Ombudsman linkLink missing

A firm sanctioned for misleading communication risks far more than the cost of a review: the €600 to €1,200 compliance check is the most profitable line in the quote.

Typical schedule: 7 weeks

WeekStageDeliverable
1Positioning workshop and target profiles4 to 6 client personas
2Site map and calculator specsCalculation rules approved by a partner
3Mock-upsPremium, sober, mobile design
4 to 5Build and calculatorsTested staging site
6Writing and compliance reviewDisclosures and warnings approved
7Testing, SEO, launchLive site, CRM connected

Mini case study

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You are :

Peter, partner in a Dublin wealth management firm (€300 million under management, 4 advisers), invests €17,500: a 15-page site, a €2,000 pension calculator and video booking. Over 12 months, the site generates 110 enquiries, 45% qualified after the questionnaire, about 50 meetings. With a 20% conversion rate, the firm wins 10 new clients at an average €3,000 first-year fee, or €30,000, before counting assets brought in. Payback arrives with the sixth client, around month seven.

FAQ

What budget for a Dublin wealth manager website in 2026?

Expect €12,000 to €22,000 for a complete site, plus €1,500 to €4,000 per calculator. A smaller firm can start around €12,000 with a single pension calculator.

Can we show fund performance on the site?

Yes, if the period, source and past performance warning are shown with the same prominence as the figure. Showing a 6% return without context invites regulatory scrutiny.

Do calculators create regulatory risk?

They are allowed if assumptions are visible (2% inflation, 3% growth, 2026 tax rules) and the output is clearly indicative. A €600 to €1,200 review secures the set-up.

How many meetings should we expect in year one?

As an order of magnitude, 30 to 60 qualified meetings for a firm publishing 2 articles a month. Calculators often account for 25 to 40% of enquiries.

Can the site connect to our back-office software?

Yes, with Intelliflo, Salesforce or HubSpot, for €1,000 to €3,000 depending on the API. Leads land directly in the advisers' pipeline.

Let's scope your project. Tell us your regulatory status, target client profiles and the calculators you need and we will price a site between €12,000 and €22,000, delivered in 7 weeks. Detailed quote within 48 h. WhatsApp +221 77 596 93 33.

Tags:#wealth management website#financial adviser website Dublin#Central Bank compliance website#pension calculator#finance website cost#qualified meetings
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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.