Balancing the books - how we helped a financial planning start-up find that tricky balance between fitting in and standing out.

Pallant Independent approached us looking for a distinct brand identity that would help differentiate their bespoke financial planning to a range of clients, from individuals to corporates and trusts.

We undertook competitor analysis and facilitated discovery sessions – engaging with existing customers as well as potential ones to form an understanding of how financial planners may be perceived and the qualities that influence the selection of one.

Our solution marries values of trust and experience with the promise of a personal approach, standing apart from the off-the-shelf approach of competitors. 

The custom typeface logo was developed with the strapline ‘Investing in your lifestyle’.

Set against engraved lifestyle images, married with a strong, punchy strong colour palette, the brand embodies those traditional values with a contemporary appeal.

To date the branding has been implemented across printed stationery, website designs, email templates as well as office signage and decor.