Case Study

Financial Advice Marketing and Brand Identity for Sound Financial Planning

Sound Financial Planning offer ’Fresh Thinking’ to clients through their tailored financial advice model.

Project objectives
Sound Financial Planning wished to expand on their success within the financial advice sector and increase clients’ awareness and understanding of their unique Lifestyle Wealth Programme™ through their existing marketing materials. Our job was to re-evaluate the company’s identity, increase sales and to help Sound Financial Planning become one of the UK’s leading financial advice companies by:

  • Establishing the company objectives and key messages
  • Developing a marketing plan
  • Re-branding their marketing collateral

Our approach
Brilliant worked closely with Sound Financial Planning to identify their target market and key business objectives. Once the strategic requirements were understood, Brilliant created a new brand identity which formed the basis for the re-design of corporate print and web media to support an ongoing marketing campaign.

The structure and content of the website was carefully considered to effectively communicate Sound Financial Planning’s key messages and unique service offering.

What we delivered

  • Detailed strategic marketing plan
  • Brand design and development
  • Business stationery
  • Bespoke company folder
  • Corporate brochure
  • Website
  • Advertising support
  • Ongoing marketing support and performance reviews


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