Repositioning a financial adviser whose edge is innovative advice that saves tax and grows money, not selling products. A brand attitude as sharp as the thinking.
A financial adviser whose thinking was original, but whose brand looked and sounded like every other firm in the sector.
Found the real differentiator: not the products, but the originality of the advice. I built the positioning around “Original Thinkers”, wrote a brand language with the wit and bite to prove it at every touchpoint, and directed an identity with the same confidence.
A brand the client champions, and a rare original voice in financial services.
Advice with attitude.
People, not products. A repositioning the client championed from day one.
We work hard to simplify the complex world of finance for our clients by being approachable yet professional, with service and honesty at the forefront of our proposition.
The words ‘financial planning’ may not set your pulse racing. But they could change your life. We see the people as well as the numbers.
If you’re looking for run-of-the-mill advice, we know a good bakery.
For better, for worse.
For richer, for poorer.
Financial planning is all about relationships.
Money doesn’t make the world go round. People do.
Our greatest assets aren’t on the balance sheet.
‘The best things in life are free.’ For everything else, you need a plan.
‘The best things in life are free.’ Try telling that to the owner of a Ferrari 250 GTO.
If you’re looking for hot air, we know a good electrical retailer.
‘Money doesn’t grow on trees.’ That’s why you need a plan.
Because tiny feet patter best in their own bedroom.


Creative director: Olçar Tosun · Design: Wildhorse (my studio)
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