Becketts Connect
Building a sister brand to make quality financial planning accessible to more people
Becketts Financial Services is no stranger to big audacious goals. A long-standing client and multi-award-winning wealth management firm, they’d already worked with us on a brand and website that reflected their planning-led, client-first approach. The reaction from clients and peers was overwhelmingly positive. It even brought more work our way. We’ll take that.
Their latest venture, Becketts Connect, grew from their belief that financial planning is powerful and positive, and should be open to everyone. Many people who’d benefit from advice fall below the traditional financial thresholds set by regulation. That’s the well-known advice gap, and Becketts were determined to tackle it.
Defining a brand with purpose at its core
Dominic McLoughney and Mark Brown had developed the Becketts Connect model, combining Becketts’ expertise with streamlined processes and smart use of technology to create an affordable, profitable service. It was now time to develop the brand.
In our workshop it became clear this was more than a new service. It was a statement of intent. To bring high quality financial advice to everyone. So the brand needed to stand on its own while staying connected to the Becketts name and reputation. We focused the positioning on clarity, accessibility and trust, built on a strong sense of purpose.
We created a modern, approachable visual identity with bold colours, a friendly voice and photography that shows people connecting by phone, email and video. The strapline ‘Connect to your future’, is paired with a playful ‘connect the dots’ graphic that runs across the site.
Project deliverables
Creating a clear, engaging user experience with transparency built in
The website keeps things simple and direct. Copy is conversational but informative, focused on what clients can expect and why it matters. Most pages feature photos and quotes from the Becketts Connect team, showing this is a human service delivered by real financial planners — not robots.
Pricing is upfront. We designed and built a bespoke calculator for the Fees page, so people can see costs before they commit. The page sits right in the main navigation, impossible to miss. A deliberate choice that aligns with Consumer Duty.
A partnership that continues beyond launch
Becketts Connect is designed to grow into a nationwide brand, bridging the gap between human expertise and smart technology. We’ll be with them as it evolves, making sure it stays relevant, effective and continues to reflect its purpose.
"Our big hairy audacious goal is to bring quality financial planning and wealth management to everyone. Getting the brand and tone right was essential, and there was no question who to use. We've had nothing but praise for the Becketts brand. They understand financial planning, and we can't recommend them highly enough."
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