Wellesley Wealth Advisory | Preview Group

About the client

Wellesley Wealth Advisory, a Principal Partner Practice of St. James’ Place Wealth Management, are a team of financial experts dedicated to fulfilling their clients wealth potential. Based in Burgess Hill, Wellesley has a large and well established client base, principally in the South East of England.

Their requirement

Preview were chosen to establish a considered online presence that Wellesley Wealth Advisory would be proud of; consistent in image, values and message, presenting WWA as a modern, professional, approachable company. A new website was required, featuring usable CMS features and a responsive template, alongside an opportunity to enhance the company’s brand through creation of informative guidelines.

What we supplied

Through a process of defining and documenting a range of brand elements, including colour palettes, photography, stock library images and fonts, we created a brand book that would ensure the company’s identity can be consistently presented across all forms of media, both online and in print.

After agreeing an appropriate site structure we then produced design concepts for a new website that would fulfil the Head of Marketing’s brief. Including images from a recent photo shoot the site was designed to include a lifestyle feel as well as a clean, white look. We developed the site on our own server using the popular open source CMS (content management system) platform WordPress and through a range of custom post types WWA are able to keep their site up to date through the management of all the content, including information about their team, services, news and events.

Subsequently we developed two micro-sites for Wellesley Legal Services and Wellesley Charitable Foundation. Designed to mimic the main websites design, layout and functionality, these two additional websites allow the team at Wellesley to manage and create a wide range of content for different audiences.

Working closely with the marketing team we have designed and produced printed collateral for Wellesley Wealth Advisory too, including brochures, presentation folders, vehicle graphics, intro cards and exhibition banners.

The result

Now able to employ a holistic approach to the presentation of their brand across all platforms, the Wellesley Wealth Advisory identity reaches a wider audience through the release of 3 new websites and a range of printed collateral.

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