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“Abbie has helped to transform my business. She is creative, innovative, and inspired. If you are an IFA looking to develop your business and not just survive RDR but embrace it and turn it to your advantage, you need to be talking to A Business Innovation”

Clifford Northwood, Director,
Fish Financial

Case Study - Fish Financial

  • Fish Financial Preview
    Fish Financial

    Fish Financial are independent financial advisers based in Farnham and London. They provide financial planning and wealth management services to individual and corporate clients.

    Challenge

    Fish Financial needed support articulating their value proposition. Once launched, they then
    needed to reflect this across all mediums and
    client touch points.

    Solution

    We started with a value proposition storyboard, which we then used as the foundation for the new website and services agreement. As Fish are an outsourced marketing client we host regular events and publish their quarterly newsletters.

    Download full case study PDF

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