Giles Smith Wealth Management

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Case Study

Giles Smith Wealth Management had been successfully operating as a firm of financial advisors for a number of years, however, what it didn’t have was a brand or any consistent marketing campaigns. Page Marketing worked closely with Giles Smith Wealth Management to get under the skin of the business, its target market and its plans for the future before making our recommendations.

The marketing report we provided gave detailed suggestions on how to further develop the logo/brand, the company’s literature and website all the way through to how to remodel the high street store. We then assisted GilesSmith with the implementation of the new brand and marketing strategy, which included social media outreach, direct marketing and email marketing campaigns – all of which have led to significant growth in the business.

Click here to visit the Giles Smith Wealth Management website

From your initial consultation, you’ve changed the dynamics and image of my business. As a result, I’ve seen a 20% increase on my bottom line, and feel we are still very much at the tip of the iceberg in terms of the activities you have planned for the future. Your enthusiasm is contagious and I have complete confidence in your ability and application of the marketing plan you produced for my company. You have taken over all things marketing which has freed me up so I can spend my time more productively securing new clients and proactively manage existing clients. I view you as an integral part of my business, one of the team, a colleague and a good friend. You’re a star Natalie, and I don’t know where I would be without you – thank you
Kevin Smith - Giles Smith Wealth Management

It’s entirely up to you

We’ll tailor what we do to what you need. So you get a joined up, grown-up, fully-integrated and consistent approach to marketing where everything interlinks with and complements everything else.