How we helped a wealth management firm align its brand with its offering

A boutique wealth management firm needs a brand that exudes confidence, competence and exclusivity.

For S4 Financial, the old image wasn’t working: its branding wasn’t speaking to its desired clients, its marketing was lacking structure, and its key message was getting lost.

That’s where TOMD came in.

How we helped a wealth management firm align its brand with its offering

The brief

Previously, most of S4 Financial’s clients were introduced by referral. However, due to a significant tranche
of their clients approaching retirement, and the Covid-19 pandemic having had an impact on business, they
were looking to take a more structured approach to marketing.

The firm had some success with local advertising initiatives, but this had not been implemented as part of cohesive marketing plan. They also wanted to target a new client base: the ideal client is now a younger professional – whether barrister, magic circle solicitor or tech professional – earning around £250,000 and with investable assets. In short, we were tasked with helping S4 Financial:

Take a more structured and professional approach to marketing
Improve the brand (and with it, the firm’s reputation amongst local residents)
Maximise referrals from current clients
Improve communication with existing clients
Attract new business leads

Reimagining S4 Financial – Visually, verbally, digitally

What TOMD delivered

In just four months, we were able to design and deliver a new brand image, as well as establish a cohesive marketing plan that we will continue to implement for at least the next year.

Our expert designers gave the S4 Financial brand a cohesive and consistent look. Our web development team launched the new website on time and on schedule. And our writers devised new messaging that represented the firm’s personality.

Deliverables included:

A new website
Ongoing hosting with regular website updates of relevant ready-to-use news plus bespoke content
On-brand Getty board of imagery
Branded set of icons
Branded set of financial topic guides
Stationery – business cards, letterhead for print and digital
Email signature design
An email campaign template (to match the style/design of the new website) to give emails a more bespoke look
A regular client newsletter

And that’s not all!

We were also able to develop an ongoing marketing plan for S4 Financial. We expanded and built upon the existing social media presence by building a library of graphic templates and developing a social media schedule for each month. And we continue to help guide the firm’s success with regular reporting on campaigns and by offering ongoing strategic advice.

A brand built to attract, engage, and grow

How the new brand will help achieve the firm’s goals

When investing in a new brand image, you want to know that it will not only reflect your values but also position you for success with your ideal clients.

With S4 Financial, we achieved this by ensuring that:

The imagery used promotes the firm as a local business entrenched in the local community
The marketing is now joined up and the messaging more relevant with a clearer call to action
The firm is developing brand awareness and engagement, with an ongoing marketing strategy

“S4 Financial works with high-net-worth individuals but our brand and website didn’t reflect that,” says Steven Vallery from S4 Financial. “We engaged TOMD and we’re really pleased with the result. Our logo, brand and website have been transformed and represent the personality of the business, the clients we work with and the local area.

“They are now creating campaigns and writing content to further raise our profile and attract new clients. Although we’re delighted with what the whole TOMD team have done, Lucie and Amanda deserve special praise.”

Our thoughts

What we said

Lucie, S4’s Account Manager at TOMD, said: “Working with this client has been a valuable experience. Their highly local and focused approach has taught us a great deal. They are responsive, collaborative, and appreciative of the value we brought to the branding project, and our ongoing support.”

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Let’s talk

Find out how TOMD can add value to your business

Whatever brand image you want to achieve, we’re here to make it a reality. At TOMD, we have been the preferred marketing partner of financial services, legal and accountancy professionals for decades. By working closely with you and your priorities, we can help you create a cohesive brand that positions your business for long-term success.

// Call

01279 657 555

// Email

marketing@tomd.co.uk