Who we help
We work with financial advisers and planners, wealth managers, brokers and lenders (and all kinds of money-folk) ready for their next chapter.
Feel the need for a change?
We specialise in branding and websites for financial sector firms, often at pivotal moments in the business. You might be scaling up, evolving, repositioning, seeking investment, or preparing for exit.
It’s important to get this right, because a well-made brand builds client loyalty and adds real value. In fact, brand strength is a key driver of higher EBITDA multiples at sale, which can be as much as 20–30% of your firm’s value. You may want to read this guest blog that goes into more detail.
Buyers and investors place greater confidence in firms with a clear identity and professional presence, because they know it directly impacts client stickiness, growth, and long-term value.
So, if your brand and website doesn’t truly reflect who you are, it’s not working hard enough. And that’s where PLOTT can really add value.
I'm a huge advocate for financial planning because it genuinely changed my life. I've seen the positive impact you make to your client's lives. That's why we developed PLOTT into the financial specialist agency it is today.
I'm a huge advocate for financial planning because it genuinely changed my life. I've seen the positive impact you make to your client's lives. That's why we developed PLOTT into the financial specialist agency it is today.
Stay relevant, stay in business
The financial industry is changing fast. Regulations are rising, as are expectations, and clients are more selective. Whether you work with HNW individuals, families, women or the next gen’ — your brand and website need to reflect the level of service you offer.
Over 15 years of working with financial firms, we’ve seen the same shifts. Rising costs mean you need wealthier clients. Add the ‘Great Wealth Transfer’, and it’s no surprise if your brand and website doesn’t reflect your vision. If that sounds familiar, here’s how we help:
How strong is your branding?
Get the full story with a brand scan.
We’ll take a close look at your brand and website, considering your messaging, visuals, and how well it all lines up with what your clients need. It’s a really good way to understand where things are working, where they’re not, and what could be holding you back.
"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."
Modern, traditional, impactful and bold — these are a few of our favourite things. And these are a few of the great businesses we've worked with.
Ready to chat about your business?