Oaklands Wealth Management deals with Pensions and Investment planning led by Helen Blackburn, serving professionals, companies, consultants, non-doms, trustees and those going through divorce. All their financial advice is truly independent and regulated by the Financial Conduct Authority. Helen Blackburn is also an ISO 22222 accredited Financial Planner, and the Oaklands Wealth client services and investment processes have been awarded BS 8577.
DESIGNED TO HIGH STANDARDS
Oaklands approached I am Emily Design & Marketing a few years ago primarily to design a website after not being happy with the design and service they had received in the past. We created a site which was then updated later to make it fully web responsive and use a platform that was more suitable for where they wanted to take the business.
The site integrates a blog, a sign up area as well as information about their team and services including an area for professionals to log in to with downloadable material and videos. They have also had a video done to promote themselves on the website and on social media including client testimonials which was co-ordinated by I am Emily and produced by a 3rd party video company we sourced.
We also brought in one of our trusted colleagues to work with them to promote their services via social media, in particular Linkedin and who continues to analyse what is happening online and improve their exposure.
INVESTING IN QUALITY DESIGN
Whilst doing the latest version of the website we created more of a brand identity for oaklands. We refreshed their existing logo and pushed the look and feel of the company so it reflected their ethos and personality, with this in mind we designed their ‘Plain English Guides’ which are available to all their clients with a wealth of information on particular subject areas.
On their stationery we added a silver foil effect to tie-in with their high end offering and quality of service, we also helped them bring the brand in to the interior of their offices so that from online and printed material through to the workplace all had a consistent identity.
Emily brings her big agency experience to bear on all projects. Such is her work ethic that we regard her as an extension of our team. An expert designer, she has souped-up our branding on everything from stationery, signage and presentations to our web and social media presence. And she understands how to design for professional service firms that need to project the right image to clients while maximising the marketing potential.
Giles Blackburn, Oaklands Wealth Management