A Sight To See Wealth Management Adviser

This financial advisory group is the leading tax and wealth management adviser to UK nationals living in Europe.

They are known in their field for helping British expatriates to make the most value out of their wealth in the most tax-efficient way possible. Reaching to over 20 offices across seven countries in Europe – they support thousands of individuals and families requiring financial guidance.

Their system features a plethora of useful and insightful materials that are designed to educate and facilitate their clients in reaching their goals. Developing a robust digital storefront during these trying times has become increasingly important for this company. Hence, we were approached to further enhance their digital presence.

We have redesigned and restructured their website to unify the customer experience that they could offer physically and digitally.


During the height of limited physical interaction all over the world, this global financial advisory group reached out to us as they evolved their strategy, digitally. Services that were once accomplished in-person were now being planned to be made available online. By bringing-in new and insightful resources such as podcasts and webinars easily available to their customers, the site has had more purpose for clients to explore and interact with it by themselves.

Apart from readjusting their strategy, we also believed that this allowed us to transform their website so that it adapted their brand in a better light. We’ve revisited the fundamentals of their website such as the colour palette, typography, brand assets, and UI elements that helped in redefining the new image we’ve planned for their new website.

The adoption of a more immersive website has become a rising trend for businesses to bridge the gap between them and their customers. One of the things that we wanted to take on this opportunity was to better emphasise what their brand is all about, showcasing the beauty that Europe has to offer to UK expatriates.

Our goal for this restructuring was to create a website that revealed more about Europe and that it was easily accessible from a mobile phone. We’ve blended this experience through imagery that was mindfully and thoughtfully selected.

The result? Conversion centric design

With these in mind, we believe that this strategy was the best suited for this project. We’ve tailored their website to be sophisticated and trustworthy. Designed to captivate their clients to the authentic European experience and develop a profound sense of insight and professionalism with the business.

We’ve created a mobile friendly website that focuses on immersing people to the company’s story and services; to develop a connection with them in order to assist and advise them with what they truly need.