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GL Integrity Financial Planning

"The XYZ of Integrity"

GL Integrity are specialists in financial planning, they aim to give their clients direction and confidence by aligning personal and financial goals to what matters to them the most.With a knowledgeable team at GL Integrity, they will take the time to meet with you face to face to understand your unique situation, starting with your destination in mind.

The Question

GL Integrity, specialists in financial planning, required a new look, complete with branding, website and logo design to give them an approachable feel with a professional flair. Everything needed to reflect their chief aim which is to give their clients direction and confidence by aligning personal and financial goals.

The Answer

We created a unique, purpose driven brand and then designed and built a professional, branded website complete with video content to build rapport with existing and future clients and a questionnaire pop up for data capture to engage new business.

Work We've Done for GL Integrity Financial Planning

GL Email 600x338 - GL Financial Integrity Support focussed communications
GL Financial Integrity Support focussed communications

GL Financial Integrity Support focussed communications

Working with the team at GL Financial we have consistently provided support communications for both their process (client), event based activity (prospects) and networking activities (suspects). This has included pop up stands to illustrate one of the core messages behind GL Financial (chose a door) – read more here to brochures around investing with purpose in mind.

At the core of their proposition is the GL Passport process that helps people discover what they want out of life using a road map process and then make a choice of the level of activity needed (Land, Sea, Air).

Investing with purpose in mind challenges the way investment is perceived by getting people to be intentional about their decisions in the short-term and bringing them closer to their long time hopes and aspirations.

GL Business Cards 600x338 - GL Financial Integrity Support focussed communications
GL Integrity Financial Planning Creative Strategy

GL Financial Integrity Support focussed communications

Working with the team at GL Financial we have consistently provided support communications for both their process (client), event based activity (prospects) and networking activities (suspects). This has included pop up stands to illustrate one of the core messages behind GL Financial (chose a door) – read more here to brochures around investing with purpose in mind.

At the core of their proposition is the GL Passport process that helps people discover what they want out of life using a road map process and then make a choice of the level of activity needed (Land, Sea, Air).

Investing with purpose in mind challenges the way investment is perceived by getting people to be intentional about their decisions in the short-term and bringing them closer to their long time hopes and aspirations.

GL Integrity Financial Planning Creative Strategy

GL Integrity are specialists in financial planning, they aim to give their clients direction and confidence by aligning personal and financial goals to what matters to them the most.

We gave GL Integrity the full Cre8ion 360° marketing treatment, meeting their requirements to design and create a new look, complete with Branding and logo design giving them an approachable feel with a professional flair.

Bringing the best of Design, Digital and Production departments together, we designed and built a professional new website with the new brand in mind. We then followed up with video content: a short introduction to explain the principles of GL Integrity, and a testimonial from one of their clients which assists in building a rapport with their existing and future clients.

Check out website here: glfinancial.co.uk

gl video 600x338 - GL Financial Integrity Support focussed communications
GL Integrity Financial Planning Promotional Video

GL Integrity Financial Planning Promotional Video

Footage for Purpose

Building a short video to share the journey investors take when working with Andrew and the team at GL Integrity was one challenge we were prepared to embrace.

Working with the Managing Director, Andrew Stinchcoomb we asked a series of questions that would inspire while mixing in footage from a library that would fit. Stock video can often look cheesy and very American, but our team spent time to find shots that would enhance the story of purpose and journey to a UK audience. Using a mix of location based imagery and stock shots gave us a great opportunity to combine interview with narration by Andrew. We framed the whole video with the brand that we created giving a professional touch with the addition of captions and logo idents.

The result was a video that explained how to invest purposefully with GL Integrity and illustrated the importance of being focussed on values based financial planning.

These videos allowed us to create simple social media posts with shorter versions of the videos edited and pointing towards the full version on the website. They were even included at the bottom of each automated blog email to GL Integrity’s database.

The result. A purposeful story.

GL Blog Mockup 600x338 - GL Financial Integrity Support focussed communications
GL Integrity Financial Planning Blog Posts

GL Integrity Financial Planning Promotional Video

Footage for Purpose

Building a short video to share the journey investors take when working with Andrew and the team at GL Integrity was one challenge we were prepared to embrace.

Working with the Managing Director, Andrew Stinchcoomb we asked a series of questions that would inspire while mixing in footage from a library that would fit. Stock video can often look cheesy and very American, but our team spent time to find shots that would enhance the story of purpose and journey to a UK audience. Using a mix of location based imagery and stock shots gave us a great opportunity to combine interview with narration by Andrew. We framed the whole video with the brand that we created giving a professional touch with the addition of captions and logo idents.

The result was a video that explained how to invest purposefully with GL Integrity and illustrated the importance of being focussed on values based financial planning.

These videos allowed us to create simple social media posts with shorter versions of the videos edited and pointing towards the full version on the website. They were even included at the bottom of each automated blog email to GL Integrity’s database.

The result. A purposeful story.

GL Integrity Financial Planning Blog Posts

GL Integrity are committed to producing fresh and original content for both potential and existing clients.

Their whole proposition centres on investing around purpose, that in order to grow anything you first need to be committed to the end goal. This narrative had been created through the branding journey as we led with GL Integrity ‘The XYZ of Investment’.

We recognised very early on in the process that much of what GL Integrity were doing was benefiting the generations following the Baby Boomers, namely Gen X, Y and Z. So rather than the ABC’s of investment, we felt it right to position the brand around a future focussed approach.

We have helped build this concept of purposeful investment, by educating and equipping people via blogs, case studies and copywriting across all communications. This amazingly rich pool of value added content reaches people via social media, the website and regular emails, inspiring them to dream big and live a life on purpose.

Investments-marketing-macbook-blog-xyz
GL Integrity Financial Planning Website

GL Integrity Financial Planning Website

GL Integrity’s website is completely focussed around their purpose driven narrative, clearly communicating the journey on which they take their clients.

This website has some great innovative features such as a “What’s your score questionnaire” (try it here). By answering a series of questions you will get a downloadable report diagnosing your financial fitness. The website works to create relationship with new clients and add value to existing ones.

We regularly produce value added content, including blogs and case studies, that are not only posted on their website but also distributed to their mailing list via email. To support ongoing communication with clients we are responsible for regular social media posts on LinkedIN, Instagram, Facebook and Twitter.

GL Integrity Financial Planning Website

GL Integrity’s website is completely focussed around their purpose driven narrative, clearly communicating the journey on which they take their clients.

This website has some great innovative features such as a “What’s your score questionnaire” (try it here). By answering a series of questions you will get a downloadable report diagnosing your financial fitness. The website works to create relationship with new clients and add value to existing ones.

We regularly produce value added content, including blogs and case studies, that are not only posted on their website but also distributed to their mailing list via email. To support ongoing communication with clients we are responsible for regular social media posts on LinkedIN, Instagram, Facebook and Twitter.

Every time I have asked for his counsel, not only do I experience Darrell’s generosity, I learn more valuable ideas and insights into how to serve clients well and build business. He gives me advice I need to hear, not always what I want to hear! Either way, he’s always had our best interests at heart. We are grateful to Darrell and his team at Cre8ion for their diligence in seeking first to understand at a deep level how we serve our clients before designing our brand to communicate our story. We cannot recommend them highly enough.
Andrew Stinchcomb
Lead Navigator - GL Integrity Financial Planning Ltd

Connect

Why not book a free consultation with Cre8ion and discover just how we can help you tell your story across multiple media streams.

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Digital
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