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Essential Wealth - March Creative


Essential Wealth

Branding, Web design, Print design

Essential Wealth provides individuals and corporate clients with a complete, holistic wealth management service. Led by Managing Director and Chartered Financial Planner, Sonia Wheeler, the business enjoys an enviable reputation. Sonia has exciting growth plans and approached us to rebrand the existing identity and design a bespoke new website.

The initial brief contained personality descriptors such as ahead of the game, innovative and ambitious, long-standing client relationships, high level of advice, leaders not followers, traditional values, modern thinking, sophisticated but not pretentious, a small team but committed to delivering top-level work.

The work had to appeal equally to current clients and prospective clients of a younger demographic. Sonia works from her London office two days a week, and is targeting the city as an area for expansion.

We created a logo style that was simple yet professional and versatile and which conveys the essence of the organisation’s values of financial integrity, expertise and support. It also had to capture the integration of the two sub-brands, Essential Wealth Management and Essential Wealth Advice under the umbrella brand of Essential Wealth. We used a striking colour system to differentiate the three brands while ensuring that the visual geometric similarity was consistent and complementary. The brand ID now features across all stationery, social media and the new website.

"I am delighted with Marc's work and the new branding for my company. Marc was creative, innovative and worked sympathetically with Financial Services regulation. Marc liaised very well with all parties involved, minimising my involvement so that I could continue to run the business. I highly recommend working with March Creative."

Sonia Wheeler APFS, Managing Director