Sedulo Wealth is a successful financial planning and wealth management company. The company is part of Sedulo Group, with offices in Manchester, Leeds, Liverpool and London. As part of the group Sedulo Wealth can offer more choice than a typical adviser. This is a significant advantage, but there was a feeling the Sedulo Wealth brand didn’t stand out from this crowd.
Even as a part of the group Sedulo Wealth has its own marketing and performance goals. To achieve them it would need a separate, but connected, brand and website. Sedulo Wealth is led by Jon and Christy, who got in touch after finding us online. They’d seen the work we had done in the financial services sector, and liked what they saw.
We wanted support from a firm with industry expertise and so interviewed and tentatively worked with various agencies, unfortunately without success. Then we met Plott! From the get-go they brought energy and enthusiasm to our project and were a pleasure to work with. The end result is fantastic.
Jon’s ideas for Sedulo Wealth were music to our ears. We needed to create an interconnected, but separate brand and website. We began the brand creative journey by getting PLOTT and Sedulo Wealth together for a branding workshop. The brand positioning, values, voice and purpose followed. As did the new strapline: Plan for life.
When we create a brand it’s all connected, so we curated a suite of images to represent the strapline. Each shows a near universal life-moment, one that takes planning. The website exudes personality and warmth, which is a true reflection of this genuine and friendly team. We continue to work with Sedulo Wealth – with a client brochure, documentation and onboarding pack.
