“I really enjoyed working with Abbie at a Business Innovation. She is passionate and enthusiastic, with an excellent grasp of the challenges and issues faced by our profession - especially in the lead up to RDR. She helped us to articulate our message in a clear, concise
Robin Clarke, Managing Director, Bluecoat Wealth Management
and client friendly way. We're really pleased with our new website and value proposition.
I wouldn’t hesitate in recommending her services to other Financial Planners.”
Case Study - Bluecoat Wealth Management
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Bluecoat Wealth Management
Bluecoat Wealth Management is a financial planning business dedicated to providing independent advice and retirement life planning services to individuals based along the Sussex coast.
Challenge
Bluecoat was a relatively new financial planning firm. They wanted to grow the business by attracting 'ideal' clients, so they needed to create a value proposition and improve their online presence.
Solution
We started with their client value proposition, which formed the basis of the website brief and first meeting presentation. The site included case studies, testimonials and a blog. It was designed to showcase their services and reflect their core values: understanding, contribution and legacy.
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