A new brand and website for a truly first-class financial planning team

When you’ve a brilliant new client in need of a rebrand there’s the obvious question of where to start? The answer isn’t obvious. We know our clients want to see the sexy stuff – logos and web designs. Yeah yeah, us too. But there’s work to do before we can get to that. At PLOTT, we always start with a disco.

Disco 2025

Disappointingly that’s a discovery meeting – fewer DJs and more coffee. It’s our chance to grill you about your business – what makes you tick? What do you believe in? What do you want? What are your goals and targets for the future?

Sound familiar? Yeah, it’s much like your initial meetings with clients. Only we’re focussed on your brand. We’ll distill our findings into a brand framework document – which is the beginning of a brand voice, and forms the basis of all the design work to come. The sexy stuff you’ve been waiting for.

The Plutus brief

What we discovered with Plutus was a desire to be more confident and polished, for a more professional look. It’s a familiar story. Their old brand and website had taken them this far, but they’d evolved over time, and it was no longer reflective of Plutus today. We’d modernise them, work on their voice and visual identity, and supply them with a brilliant new website.

The Plutus identity

So the next step was a new identity (that’s a logo, in designer-speak). We simplified things by dropping ‘wealth’. It’s a more modern and straightforward approach – like Plutus themselves. The full-stop from the logo is used throughout the sign as a series of dots … suggestive of Plutus as the last word in financial planning.

We evolved the rest of the brand alongside the identity, so you’ll also find new fonts and colourways, and a freshly considered tone-of-voice that’s both confident and friendly.

Speaking of which (see what I did) we also created a new tagline, ‘see what your wealth can do’. This encapsulates the idea of Plutus team as your guides, using their freedom and expertise to think differently, and show you ways to live your lifestyle fully.

Video hero

We curated and edited a video header to show just such a fully realised lifestyle. We chose some high-quality stock videos that are reflective of the aspirations of their ideal clients. It’s a part of their brand-story, how Plutus are your guide, leading you toward success. It’s the end result of working with Plutus.

Photography

A suite of carefully curated stock images stick with the aspirational theme, while an on-site photoshoot captured real images of the team, individually and at work. A photoshoot is an important and highly recommended exercise, because real photos enhance authenticity and build trust.

We like to stay in our lane and focus on what we’re great at – branding and website. So it’s important to us to have many PLOTT collaborators. Videographers, animators, photographers and the like. Well, that’s great, but these collaborators are mostly Midlands based, as is PLOTT. And seeing as Plutus is in London, and we’re not, we thought the best use of the budget was to use a London-based photographer.

We can shoot anywhere of course, but it’s not always the best use of the budget. We’re equally happy to brief a third party that’s close to our client – and that’s how we managed this photoshoot.

Copywriting

The website is also full of words, naturally. These too are part of your brand. How you speak plays a part, alongside what you say. There’s also SEO to think about – because what use is a website if no one can find it? So we wrote the copy for the business, personal, plan, invest, and home pages. This can be as collaborative as you wish, but we’ve found that it’s a useful service for three reasons.

1. Writing about yourself is really hard. Most people find this to be true. We’re able to speak confidently about your skill and expertise without issue.
2. We’ve loads of experience writing web copy. We’ve also got loads of experience working with financial advisers, planners, wealth and investment managers.
3. Hitting the launch date. We know you’re busy with your actual jobs, so finding the time to write 5 pages of copy is a big ask.

A brilliant website comes as standard

The website really brings it all together. The website features an enhanced scroll effect and subtle fade animations throughout, which adds a layered, high-end feeling. Naturally it’s built using the superb PLOTT WordPress software – which is fast, secure, accessible, and SEO friendly. Optimisation comes as standard with PLOTT.

Then it’s hosted on our fully managed, world-class AWS servers, further enhancing speed and security. And we don’t just build and host and run off. We’re with you all the way – properly maintained websites are faster and safer. So relax, and we’ll continue to look after your site quietly in the background.

That’s easy for us to say

So yes, we’re very proud of the work we did for Plutus. It’s easy to say that PLOTT goes above and beyond for its clients. It’s easy to say that our service is the most complete service, covering both Brand and Web. Well, that’s our job – to do the best work we can for our brilliant clients. Easy to say. Not so easy to do, but don’t take my word for it. Go take a look at the Plutus website – where all this work is pulled together in one place.

Ready for some branding with balls?

2025 might sound like a Sci Fi movie set in the distant future, but whether it’s a dystopia or not, is up to us. It’s the year for some bold branding. So let’s talk about branding with balls, and what works for your brand.

So if you’re ready, drop us a line – or if you prefer a chat, use our online booking tool – and we’ll get the ball rolling.