The Starting Point

Absolute Wealth Management was established in 2006 by financial advisors Pete McBride and Simon Harnaman. Between them, they’d developed a loyal client base by delivering financial advice and wealth management services.

In 2017 Pete and Simon were ready to substantially grow their business, hoping to increase new business enquiries and client referrals.

The Intelligent Approach

Our in-depth Discovery Process helped identify where Absolute Wealth Management sat within their market, who their ideal customers were and exactly what their customers wanted from a financial advisor.

This informed the decision to create a more striking brand that would appeal more strongly to their ideal customers. It also helped us to develop Absolute Wealth Management’s core messaging to fully align with their clients’ needs and demonstrate where they added value.

The Results

Following the rebrand and launch of their new website, the number of new client walk-ins increased significantly. More importantly more of the people making new enquiries fitted the profile as an ideal customer who could become a valued long-term client.

They also saw an increase in the number of referrals they received from existing clients' friends and family.