Ellis Bates Wealth Management
What We Achieved: Branding | Stationery Design | Folder & Inserts
Ellis Bates is one of Harrogate's longest serving independent financial advisors. In 2015 the firm launched its wealth management division and plans are afoot for other 'niche' subsidiaries. The Kariba team were tasked with creating a standalone sub brand for Ellis Bates Wealth Management that was strong and professional but retained the credibility associated with existing sub brands such as Ellis Bates Financial Solutions.
We developed not one but three brand 'stories' and presented them to the Ellis Bates board of directors and marketing team. The chosen brand identity and 'Stand Out From the Crowd' image direction was implemented across a range of stationery and printed collateral, including a die cut folder and three four page A4 inserts. The Kariba team are currently developing a content managed, responsive website to accompany everything that has been achieved to date.
The suite of collateral for Ellis Bates Wealth Management resulted in positive engagement by existing customers during a pilot scheme launched by the company. Plans are now afoot to roll the service out across the group and to launch additional cross selling subsidiaries.