Website and Financial Promotion Reviews

Practical website and financial promotion reviews for credit brokers, ARs, IARs and finance businesses that need clear, controlled and compliant customer communications.

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Making sure customers understand your service

Your website, landing pages, adverts, social media, emails and scripts are often the first part of the customer journey.

For credit brokers, that makes them important from both a commercial and regulatory perspective.

Customers should understand who they are dealing with, whether you are acting as a credit broker, what service you provide, how lender introductions work and what happens after they make an enquiry.

At Authorised Compliance, we review websites and financial promotions to help firms identify risks, improve clarity and keep customer-facing communications properly controlled.

How we support website and financial promotion reviews

We help firms review customer-facing communications across websites, advertising and marketing channels to ensure promotions are clear, compliant and aligned with FCA expectations.

01

Website and landing page reviews

We review websites, service pages, application flows, landing pages, FAQs and footer disclosures to help ensure the customer journey is clear and properly explained.

02

Paid advert and campaign reviews

We review paid search, paid social, display adverts, email campaigns, SMS journeys and promotional content before or after launch.

03

Disclosure and customer journey checks

We assess whether customers are given the right information at the right stage, including broker status, lender relationships, fees, commissions and what happens next.

04

Partner and representative promotion reviews

We review promotions used by affiliates, introducers, ARs and IARs to help ensure customer-facing activity remains clear, controlled and within scope.

Credit broking is what we know

Financial promotion reviews built around real customer journeys

Authorised Compliance brings more than 20 years of experience across consumer finance, credit broking, lender relationships, AR networks, IAR models, fintech platforms and motor finance.

That means we understand the risks that can appear in real credit broking journeys, especially where customers arrive through paid advertising, affiliates, comparison content, introducers, landing pages or digital application flows.

We do not just review wording in isolation. We look at what customers see, what they are likely to understand and whether the communication supports a fair and properly controlled credit broking journey.

A stronger approval process from day one

A strong financial promotion process should help the business grow without creating unnecessary regulatory risk.

We help firms review customer-facing communications across websites, adverts, scripts, emails, social media and partner activity. The aim is to make sure communications are accurate, balanced, clear and aligned with the firm’s permissions and customer journey.

Good financial promotion controls should also create evidence. Firms should be able to show what was reviewed, what was approved, what changed and how promotions are monitored after launch.

Your website should clearly explain who you are, what you do and how your credit broking service works.

We review website copy, page structure, calls to action, application journeys, disclosures, regulatory wording and footer information to identify areas that may cause confusion or regulatory risk.

Credit brokers often rely on paid search, paid social, affiliates, email and landing pages to generate enquiries.

We review campaign content to help ensure claims around speed, eligibility, approval, access to lenders, fees and customer outcomes are properly balanced and supported.

Important information should not be hidden, unclear or shown too late in the journey.

We help review whether key disclosures are prominent enough, whether customers understand your role and whether lender relationships, fees or commissions are explained at the right stage.

Financial promotions should be reviewed before use and monitored after launch.

We help firms create practical approval processes, review logs, sign-off controls and ongoing monitoring arrangements that support both compliance and commercial delivery.

Who we support

Credit brokers, introducers and marketing-led finance businesses

Authorised Compliance supports firms that use websites, adverts, landing pages, affiliates, introducers, call centres, email campaigns or digital application journeys to generate credit broking enquiries.

This includes credit brokers, lead generation businesses, affiliate and publisher partners, fintech platforms, motor finance introducers, ARs, IARs and firms applying for FCA authorisation.

We also support businesses that are unsure whether their current website, adverts or partner promotions are creating regulatory risk.

When financial promotion support can help

Common signs your promotions need review

Website and financial promotion support is particularly useful when you are launching a new website, updating landing pages, starting paid advertising, working with affiliates, appointing introducers, changing lender relationships or preparing for FCA authorisation.

You may also need support if your website does not clearly explain your broker role, your key disclosures are only shown in the footer, your adverts make strong approval claims, your customer journey has not been tested or your promotion approval process is informal.

Reviewing these areas early can help reduce customer confusion, complaints and regulatory risk.

Our approach

Practical, structured and built around your customer journey

1.

Understand

We review your business model, customer journey, marketing channels, lender relationships, permissions and existing promotion approval process.

2.

Identify

We highlight risks in wording, structure, disclosures, prominence, approval controls, partner activity and customer understanding.

3.

Strengthen

We help improve website copy, financial promotion wording, disclosures, approval processes, review logs and monitoring arrangements.

4.

Support

We provide ongoing review support where needed, including campaign checks, partner promotion reviews, action tracking and monitoring.

Why credit brokers choose Authorised Compliance

Specialist support from credit broking people

Financial promotion reviews can quickly become too narrow when they only focus on individual words or disclaimers.

Authorised Compliance is built around credit broking expertise. We understand how customers move from advert to website, from enquiry to lender introduction, and from application to outcome.

Our advice is practical, commercially aware and focused on helping firms create communications that are clear, properly controlled and aligned with fair customer outcomes.

Build a stronger financial promotion framework

Speak to Authorised Compliance about website and financial promotion reviews

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