Our Brief

First Wealth is an award winning lifestyle financial planning company, based in Marylebone, London. Through their unique approach, they help clients to identify, achieve and maintain their desired lifestyle through the power of financial planning.

We were appointed by First Wealth to support them in designing and ultimately deploying a comprehensive marketing strategy that was focussed around their core brand messaging #WhatMattersMost.

 
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Our Approach

Working with key stakeholders across the business we were able to deliver a comprehensive communications plan that allowed them to connect with their 5 key audiences, and support their plans for future growth.

To date, we have raised First Wealth’s profile on social media, worked to position them as a thought leader within the financial services arena, and created bespoke content (Photography & Video) that effectively communicates their brand values and shares client stories. 

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Our Solution

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The Results

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