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

Scarecrows and Brand Building

Scarecrows and Brand Building

Our recent weekends have been spent in the Warwickshire area visiting some incredible Scarecrow Festivals and seeing some fabulous creativity and a sense of local community.  This connectedness and community are what brands aspire to achieve. The MarketingInsiderGroup provide case studies and give 5 Examples of Brilliant Online Brand Communities here Continue Reading

What does Autumn mean for Financial Services?

What does Autumn mean for Financial Services?

Today, Monday 23rd September, officially marks the start of Autumn, so what does this mean for businesses? For some reason, no matter how old we are, September evokes a back to school feeling. It can be helpful to tap into this if your offering requires that clients are motivated to get their affairs in order.… Continue Reading

Surely there is only one type of loyalty?

According to Keller and his Customer-Based Brand Equity model, loyalty can be achieved in a number of ways. Here we look at some of these types of loyalty and how they apply to Financial Advisers. Behavioural loyalty This is where clients repeatedly buy from you. Perhaps you have found that clients test the water by securing… Continue Reading

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