Portland Financial Planning
Established in 1992, Portland Financial Planning are specialist advisers to the mature and retired market.
As a family run business, Portland understands the importance of giving honest and open financial advice to their clients throughout Shropshire, Powys, Herefordshire and Staffordshire.
Portland approached Source to assist with a refreshed and modern brand identity to carry the business forward into a new era, along with an easy to navigate website that presents key information in a visual and engaging manner.
A clean yet modern ‘information only’ website with visual entry points and a suite of service-led iconography. A striking new brand identity with an on-trend purple palette and abstract logo mark. To help maximise exposure, Source conducted a content review and set up ongoing SEO to track keywords and increase organic search rankings.
Utilising the existing purple, Source introduced a refreshed brand palette with a modern sans serif typeface and an abstract logomark to represent the ‘PFP’ initials. As their financial advice caters to a mature and retired audience, accessibility and ease of navigation were key elements of the website brief. The new website incorporates bright, tonal imagery and a clean, concise layout to clearly display Portland’s range of services. A relaxed photoshoot in Portland’s office garden ensured friendly imagery that introduces the team and further conveys the business personality.
Born in 1992, Portland Financial Planning have been providing honest and professional financial advice for the mature and retired market for 29 years.