1

Louise Latter

Louise Latter – Project Director

Develop a clear message and brand

  • Be recognised, stand out from the crowd
  • Good marketing CAN be worth more than a good credit rating
  • Strong branding is a good thing anyway

2

Tarnea Garvey

Tarnea Garvey – Project Manager

Commit to a long-term plan

  • An ad hoc approach is useless to IFAs
  • You can't market plan by plan. You can't budget plan by plan
  • A consistent, thought through communications strategy is vital

3

Dany Ridgers

Dany Ridgers – Project Manager

Get your timing and processes organized

  • It's a deadline driven business – late launches mean lost sales
  • IFAs need to know when you're in the market
  • All of the team must know what is to be achieved and by when

4

Tina Roberts

Tina Roberts – Project Manager

Sort out what marketing resources you need

  • You need a VERY coordinated approach
  • What are the various elements you need to consider
  • Data, design, print and online, all need to come together

5

Richard Cowdery

Richard Cowdery – Digital Manager

Have an online and data strategy

  • It's not enough to have a website and send a few emails
  • What is the role that social media can play
  • Manage your data – collect, measure, refine

We can help you with all of the above.
If you would like to know more contact Louise Latter on 01784 264 328
or email

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