Outsourced Marketing Support for Financial Services Client

Project brief

  • Developing a Marketing strategy and implement a plan to support business growth.


Core marketing deliverables

  • Marketing Strategy & Plan – initial project was to develop a marketing strategy and plan to implement across the business. This has continually been reviewed and amended to meet the current business and market demands.
  • Website – updating the existing site initially, then with the wider Group established, a new website was built to meet the business objectives and a second website was created.
  • SEO – optimisation of all website pages based on digital research.
  • Digital Advertising – primarily Google Ads, LinkedIn and Facebook.
  • Content Marketing – articles, news, infographics, surveys, sector reports, case studies.
  • Brand Development – evolving the core brand and creating logos for the new divisions of the business.
  • Marketing Applications – implementation and management of MailChimp and HubSpot.
  • Lead Generation – running campaigns utilising a combining of marketing tools and working with sales to nurture potential buyers from a prospect to client.



  • A retained service since 2016.



  • Marketing managed and delivered as if they had an in-house team with monthly board reporting for the Partners.
  • A service delivered by people who truly understand their business.
  • A function of the business that ‘just delivers’ without them having to own marketing.
  • Access to a pool of skills, cost efficiently.
  • A service that can grow with the business.
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