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 is an emerging financial planning company who wants to differentiate themselves from their well-established competitors. 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? We were commissioned to develop their brand strategy, visual identity and to bring this to life through a comprehensive new website and suite of marketing collateral.


The Solution

It was revealed during our Science & Magic lab workshops that one of David JamesWealth’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 Financial Planning With Purpose and this is where the proposition was born. We then developed an engaging copy style that focuses on putting the customer’s needs at the centre of all communication.

We also 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 potential customers.

Finances can be a huge worry to people and the process of getting our finances organised often feels complex and is something that we put off. So, our response was to position David James Wealth as a team of people who can help them and give them the peace of mind that this is all being taken care of, so that they can stop stressing about it and enjoy life. Importantly, we wanted people to feel inspired to act now and make contact.

Also, as part of this project, we 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.


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 - Director, David James Wealth

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