Welcome to Wealth Design Marketing

Your Experts in Marketing and Branding

Wealth Design Marketing is Wealth Design Group’s own marketing, branding and training function. We work with corporate clients and professionals such as financial advisers, fund managers and accountants to make their marketing happen.  The projects we deliver range from niche marketing strategies and strategic reviews to delivering bespoke training, conducting client surveys and creating all the marketing collateral for brand acquisitions.

We have great working relationships with our clients where we add real value and in effect become their marketing department. The work we have achieved has been proactive in emphasising communication, credibility and building a strong company profile for our clients where they want to be seen. We have even worked with clients to run their in-house training courses.

Led by a creative marketing consultant  with specific expertise in the financial services industry, we focus on current and constantly changing developments in the world of finance. Experience, insight and passion have made providing marketing solutions for this type of business a speciality of ours.

Clients in the financial services sector can be confident that we understand the sphere in which you operate and that we will work with you to develop innovative and bespoke marketing strategies and materials that will set you apart from other businesses.

Developing a consistent brand experience has been key to the growth and success of the Wealth Design Group, and so here at Wealth Design Marketing we have the expertise to work with you to make things happen, whether at a strategic level, clarifying your goals and working with you to achieve them, or at an individual level when a new adviser joins your team.

We offer a range of services, some of the main ones you will find on this website and also in our brochure which you can download here.  This will give you an idea of our approach, experience and the types of projects we work on. If you have specific requirements which are not listed, please do get in touch for a quote.

The following diagram shows what Wealth Design Marketing does in a nutshell.  We believe that transparency is the best way forward in forging relationships with clients; and in keeping with this, you will find that we have also listed an indication of prices for our services.

Public Sector: Business and Enterprise Support

Wealth Design Marketing has a strong track record in delivering public sector contracts for business and enterprise support.  This includes mentoring, specialist support and workshop delivery and design. To find out more see our pages on Business Advice and Mentoring and Workshops and Course Materials

Your skill in understanding what our bigger aims are, translated into an extremely powerful marketing strategy

Marketing Services

Latest Posts

What will advertising look like in 2025?

What will advertising look like in 2025?

The Guardian reports on “The future of advertising: what will 2025 look like? A more personalised, digitised, slicker and quicker future awaits for the world of advertising, writes Amy Kean of Havas Media”. “Without a doubt, we’re going to witness a shift from obsessing over what advertising looks like, to what advertising feels like.” Read… Continue Reading

When Marketing says No

When Marketing says No

The first Morgan 3-wheeler was built in 1909 and Morgan employed a market research agency to see whether there would be any appetite to relaunch their iconic vehicle. The agency conducted their research and came back with an unequivocal no – there would be no market. They went ahead anyway and found a real appetite… Continue Reading

Presentation Skills – authentic story telling!

Presentation Skills – authentic story telling!

I have been fortunate enough to deliver effective presentation skills training to a diverse range of audiences, from investment managers at a Discretionary Fund Management company to students and graduates at a Careers Festival at Wolverhampton University. The Investment Managers regularly present technical information to financial advisers and investors, so need to translate investment performance… Continue Reading

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