Financial planning with purpose

A brand strategy, visual identity and new website for a financial planning company with a difference.

The Problem

David James Wealth provides financial planning services. They operate in an industry which has a very consistent, almost clichéd visual and written language. So, how could they communicate their own way of saying what they do, whilst reflecting their attitude towards the financial planning sector?

The Solution

It was revealed during our Science & Magic lab workshops that one of David James Wealth’s greatest strengths is their ability to listen and identify the real reasons behind an individual’s financial planning needs. It is not about selling products, it’s about providing listening, understanding and offering ‘Financial Planning With Purpose’.

With the proposition in place, we needed to bring the brand’s personality traits of Confident, Interested, Straight-talking & Surprising to life throughout all executions and particularly on the new website, which is a vital tool in converting customers.

We also created a brand architecture system that allowed for an overarching brand identity with sub-brands developed to help Connect Relevance in both the sport and music sectors whilst reinforcing the overall brand. This separation allows David James Wealth to tap into more niche opportunities with high-net-worth individuals and professionals in the music and sports sectors.

Since launch, we have brought the new brand strategy to life through a comprehensive new website and suite of marketing collateral. These have amplified their positioning with existing customers and helped to build new business through advocacy and referrals. Materials have included office signage, brand stationery and a bespoke illustrated guide to ‘Financial Planning with Purpose’.

If you're looking to transform your brand, contact us today. Let's do something brilliant together.

What the client said

We really enjoyed the process of working with the team at Jacob Bailey. They helped us to articulate the truth behind our brand and quickly identified the things that we took for granted but they knew would differentiate us.

We now have a brand strategy that we are weaving into every aspect of our business and a vibrant identity that we are very proud of.

James Reiss - CEO, David James Wealth

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