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Financial Advisor Marketing | Ellis Bates

Ellis Bates Wealth Management

What We Achieved: Branding | Stationery Design | Folder & Inserts

The Challenge

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.

The Solution

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 Result

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.

Branding and stationery for financial advisors, Ellis BatesFinancial Advisor Marketing Material

Some of our valued clients...

  • Gauntlet Group
  • The Avalon Group
  • Salzgitter
  • NHS England
  • James Brindley
  • Visit York
  • Zubrance
  • The Africa House
  • Synthotech
  • UK Fuels
  • Taylor Fawcett
  • Cater-Lyne
  • Acceleris
  • Allisbates Group
  • Baroque Hair
  • Hause of Harrogate
  • MacMillan
  • MRP Alarms
  • Fawley Watson Booth
  • AlufoldDirect
  • Hornbeam Park
  • Incisive Health
  • Belmont Grosvenor School

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01423 59 30 20
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Kariba
2 Sceptre House,
Hornbeam Square North,
Hornbeam Park,

Harrogate, HG2 8PB
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