Re brand and promote expanding financial services business. Historically our business was a mortgage broker now it's Independent Financial Adviser. Historic firm name is 'The Mortgage and Protection Partnership Ltd.' change to Heathcote Financial Planning

We are looking to face lift our business which is a directly authorised Independent Financial Adviser offering pensions, savings and investments, mortgages and insurance. We believe we have a great advantage compared to some others who work in similar markets as these competitors are mortgage only such as London and Country: [login to view URL]

Our website is currently: [login to view URL] and we offer far more financial advice related services

We want to build a brand encompassing saving and investing for retirement, drawdown pensions, annuities, building a retirement nest egg through a diversified portfolio of fixed interest investments such as gilts and corporate bonds; stocks and shares/equity investments. Inheritance tax planning. We stared as a mortgage broker and generate most enquiries through existing client and estate agent referrals and google website searches but feel with a business facelift and interactive website we can improve results. We want to to expand the business encompassing all our regulated permissions

Our adviser fees are low compared to similar IFA's and ultimately lower charges mean higher returns.

We have the idea of including an interactive calculators showing investment returns on an investment portfolio (lump sum and/ or regular premium) if the client incurs adviser charges of 1% compared to our fee of 0.4%. This compounding interest effect can significantly increase returns over time... then a call for action/ get in touch

We'd need to get this signed off by our compliance geeks before going live and may retain the existing website as well but if the logo changes this may cause confusion...

Attached is our existing business card

Steve Heathcote

info@[login to view URL]

Навыки: Дизайн сайтов, Разработка логотипов, Визитные карточки, SEO

О работодателе:
( 0 отзыв(-а, -ов) ) Ross on Wye, United Kingdom

ID проекта: #20113098

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