Brand & Web specialists
for the finance sector

For 10 years we’ve been working with ambitious Wealth Managers, Financial Planners, Advisers (and other money folk) to help them clearly communicate and engage at every client touchpoint.

Sedulo Wealth

Successful planning-led and wealth management company Sedulo Wealth exists as a part of the Sedulo Group. They needed a brand that stood apart from the group, but still belonged. We developed a new identity, imagery, copy and a professional website to launch it all.

Launch website

Macbeth

Celebrating 30 years in business, Macbeth’s brand needed to reflect their ambitions. We developed a warm, emotive and reassuring brand, refreshed the identity, strapline and built a new website. Their re-worked collateral now aligns with their consumer duty obligations.

Launch website

Becketts

Becketts wanted to revolutionise their digital brand with clear copy and an eye on regulations. We developed a new strapline, videos, imagery and a slick new website. We used the idea of a client point of view to appeal to current clients and meet next gen expectations.

Launch website

What we do

Thought leaders in the finance sector

As part of ‘Ask the Experts’, we contributed a three-part series on the importance of a slick online presence and gave some straightforward tips to help advisers, planners and wealth managers boost their visibility.
Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd.

"Working with the guys at PLOTT Creative was really exciting. The approach was clear and they made great suggestions on reusing content across multiple platforms to keep the costs down and get maximum impact for our budget. It's reassuring to know that we have an agency partner that can support us to deliver our vision.”

"We are really happy with overall experience with PLOTT. The use of bespoke illustrations, tailored to our office location and surroundings, makes our website unique and relevant to both existing clients and new. They come highly recommended; so much so I am looking to commission them again to launch another website."

"Plott were by far the most enthusiastic and experienced in our sector. We’re delighted with the final result and, in particular, we believe that the brand styling and the design of our new AJB Wealth logo really reflect who we are. We couldn’t have got there without Plott’s premium services and expertise."

"We knew we needed an update and rethink regarding our website. The team at Plott have been skilled, patient and great to work with. Their brand work took us in a direction I didn't expect, but am very please with. I would not hesitate in recommending PLOTT to others."

"I can't rate the Plott team highly enough. They are always on hand to help us out, have a great depth of knowledge and experience and some fab ideas, but above all, they care! They are truly an extension of our team and are really easy to work with."

"Having already built sites for other financial services businesses I knew Anna and the team would understand our market and they helped us deliver a brand and website that embraces our philosophy of being a modern wealth manager. All the feedback from our clients and contacts has been extremely positive."

“It was vital for us to stand out in an industry dominated by consolidation. With traditional values in a modern world, we needed to demonstrate a people-first approach; without any clichés. Having worked with Plott for a number of years, I know I can always rely on the team to think creatively and turn ideas into reality.”

“To match the quality of our company and service, we needed our brand and website to go from good to great. So we spoke to many branding and web agencies and took our time choosing. We liked PLOTT from the get-go, but ultimately it was their portfolio other financial 
brands that convinced us.”

“Plott took the time to understand who we are, what makes us different and what we were trying to achieve. From there, the support we received throughout the project was second to none, communication was great and the team were a pleasure to work with and the results fantastic.”

"We have been absolutely thrilled with Plott's vision and friendly professionalism . From my first contact with them, through to their continued support now the site is up and running, they have been responsive and helpful at every turn. Nothing is too much trouble for them. I would give them six stars if Google would let me."

Previous Testimonial
Next Testimonial

Featured insights

Insights

Brand focus: Introducing the Becketts Financial Planning website

Multi award-winning firm Becketts needed to revolutionise their brand. Watch Dom from Becketts speak about his experience of branding and website development with PLOTT.

Read More

Brand focus: Standing out from the crowd. Sedulo Wealth’s new brand and website

We’ve recently launched an all new brand and website for Sedulo Wealth. They needed a brand that could stand apart, but together, within the Sedulo Group.

Read More

Brand Focus: Celebrating 30 years of Macbeth with a rebrand

Macbeth’s passion is independent advice and outstanding, client-focussed service. They’re Chartered, award-winning, and highly professional.

Read More

Brand focus: Introducing the Becketts Financial Planning website

Multi award-winning firm Becketts needed to revolutionise their brand. Watch Dom from Becketts speak about his experience of branding and website development with PLOTT.

Read More

Brand focus: Standing out from the crowd. Sedulo Wealth’s new brand and website

We’ve recently launched an all new brand and website for Sedulo Wealth. They needed a brand that could stand apart, but together, within the Sedulo Group.

Read More

Brand Focus: Celebrating 30 years of Macbeth with a rebrand

Macbeth’s passion is independent advice and outstanding, client-focussed service. They’re Chartered, award-winning, and highly professional.

Read More