7 Financial Planning

Originally known as Aimee Financial, 7 Financial Planning wanted to take the next step and readjust their branding, moving from a one-woman band to a brand that helps women to achieve their retirement goals.

We working alongside Managing Director Aimee to create a brand that would appeal to her target audience, while still representing the values Aimee stands for.

We created an entirely new Brand Identity, including several logos, colour palette, typefaces, tone of voice and decorative assets which can be used across all materials the business produces.

Ongoing Services

Document Development

We develop new documents to help clients understand the benefits of financial advice, including the service propositions of 7 Financial Planning.

Each client is clearly aware of the service they can expect, and knows exactly what they are entitled to.

Website Maintenance

Created using Wix, we created the website for 7 Financial Planning inline with the Brand Guidelines we provided.

The website avoids industry jargon and has a clear target audience, while also explaining the financial planning journey to potential new clients.

Social Media Management

On an ongoing basis, we schedule regular content across Facebook, Instagram and LinkedIn.

The majority of the social content we create focuses on educational content and investor attitude, reinforcing this mentality with the audience.

Monthly Newsletter

To keep in touch with clients, we work alongside the business to create an informative newsletter which provides updates on the business and the latest industry news.

We track engagement, opens and the client data for this, taking away the stress.

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Helping small businesses in the North East to grow their brand.

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