Brand and Web specialists

for the finance sector

For 15 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.

Becketts

Becketts are a multiple award-winning financial planning and wealth management firm. They came to us because they wanted to revolutionise their digital brand. The focus of their new brand is the client's point of view. From this we developed a new strapline, videos, imagery and a slick new website.

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Plutus

Highly qualified and respected financial planning and investment management, Plutus, came to us for a re-brand and website re-build. A new identity headlines the re-brand, while real team photos add authenticity to an all new, high-performance PLOTT website.

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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.

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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.
Featured in Money Marketing, Professional Adviser and FT Adviser, we talk about intergenerational wealth, AI, why a consolidating market is a big opportunity, and why you need to sell the sizzle in 2026.

"From creating our new brand identity in 2023, to designing our website and ongoing collateral, the quality of their work has been consistently outstanding. What really sets them apart is how well they understand our business and brand personality, they just “get us.” They bring fresh creative ideas, challenge our thinking in all the right ways, and always deliver work that feels aligned with who we are. They’re responsive, collaborative, organised and genuinely enjoyable to work with."

"I worked with PLOTT on the Cleeve Financial Planning rebrand and website build, and they were fantastic throughout. They really understood what we wanted to achieve - a brand and website that felt professional, credible and modern, but still warm and human. The process was smooth, communication was clear, and the final result feels like a true reflection of the business. PLOTT brought creative ideas, strong design thinking and a really collaborative approach. We’re delighted with the outcome and would highly recommend them."

"The whole experience of working with PLOTT felt like a reset — a real opportunity to step back, reflect, and redefine who we are. The discovery phase was like a therapy session in the best possible way — it got right to the heart of what makes us different. The new brand brought everything together and truly captures the spirit of Plutus – with clarity, purpose, and intent. We've had fantastic feedback and feel proud of how we're now represented online."

"The company ethos at PLOTT is great — lots of fun, but at the same time very business-like, very commercial. They’ve carved out a clear niche in the financial services sector. A lot of people within this web design space won't have that particular industry knowledge. They understand the industry."

"PLOTT really understood us, and they truly understand financial services and planning, and that is a huge benefit. We now have a brand and website that we're proud to show off, with an opening video that aligns perfectly with putting clients first and seeing things through their eyes. PLOTT are head and shoulders above the rest."

"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."

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Featured insights

Insights

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Read More

Want better AI search results? Start with better writing

AI is changing how people search. Learn how Answer Engine Optimisation (AEO) helps your content stay visible, trusted and compliant.

Read More

Create your story and revolutionise your marketing

We take you through the Brand Story formula. Create powerful messaging by leveraging story telling. We’re not called PLOTT for nothin’.

Read More