“It's been a pleasure working with Abbie. She truly understands our industry and our business. When it comes to our marketing she continually looks for ways to push the boundaries - even if that means stepping outside of our comfort zone.”
Tim Skelton, Managing Director, Skelton
Case Study - Skeltons
-
Skeltons
Skeltons are an independent financial adviser based in Hertfordshire. They provide personal investment, pension and financial planning advice to individuals, families, trustees and small business owners.
Challenge
The directors had transformed the business into a service-based fee model. They needed marketing support to raise their profile in the local community and regularly communicate with their clients.
Solution
We created a client value proposition, then started a local networking group - the Hoddesdon Professional Connections Breakfast Club - to build relationships with other professional firms. A new quarterly newsletter with a 'community feel' keeps them in regular contact with their clients.
-
Related Items
-
-
Kubera Wealth
Client value proposition and website for new private client business, designed to capture the distinct brand personality.
More -
Bluecoat Wealth Mgmt
Value proposition and website to attract the attention of a tight niche seeking legacy advice and retirement life planning.
More -
Dragonfly Planning
Website featuring case studies and testimonials, as well as a corporate brochure to launch the new family office services.
More
-
-