dynamic wealth

  strategy | creative | digital | print

strategy | creative | digital | print

the client

Dynamic Wealth offers bespoke financial planning solutions for its many valued customers. With over 25 years of experience in financial planning, it prides itself on a highly personal service built on integrity and dedication.

the brief

Dynamic Wealth needed a suite of professional yet warm and engaging marketing communications that stood out within its sector, told the story of its brand values and introduced a more sustainable way of investing. Focusing on clients’ lifestyle aims rather than the detail of the products and services, it was vital to them that their clients could easily understand who they are, how they work and most importantly, what it means to their lives.

the result

After reviewing its business and marketing strategy, may created a suite of branded material using light, ethereal photography of nature, and simple iconography. The copy was updated to be jargon-free and engaging, supporting a trustworthy, warm and and supportive personality. This has since been rolled out over a website, print materials, email campaigns, and brand animations to great success.

may consistently add value to our business and challenge us on important aspects of our brand and business strategy. They provided us with a clear, focused and targeted approach – something we didn’t believe would make a difference, but it has.

David Bolton -  Chartered Financial Planner, Fairstone Financial Management

see more work