Montgomery Charles is an established financial planning business based in Bath. They approached our creative team to undergo a full rebranding project to inject fresh life into their visual identity, and undergo a bespoke website design.

Project goals
To forge a new, prestigious and unique visual identity. This would include a new logo design, fresh corporate colours, tailored fonts, high-resolution imagery, updated styling and a developed tone of voice which resonated with MC’s values.
To facilitate and incentivise engagement and conversion actions from website visitors who could be potential clients, particularly by encouraging contact form submissions and telephone enquiries.
To create a fresh set of brand collateral in line with Montgomery Charles’ new identity including letterheads, compliment slips, pop-up banners, client folders and a new brochure to use during the client on-boarding process.
To design a bespoke, high-quality financial website to reflect the new look and feel of the MC brand, whilst ensuring these brand assets respond appropriately to tablet and mobile devices.
The results

“Get more life out of life.”

Montgomery Charles emerged from the creative process with a new, authentic brand identity which resonated with their character, values and service offering, whilst more effectively presenting to the world the quality they possess as a team.

The new logo incorporates an emblem or crest, to symbolise prestige and an almost “royalty level” service to their clients. The imagery changed the brand as well, moving away from impersonal imagery (e.g. lime fruit) and instead towards local imagery of Bath. Whilst this imagery resonates with HNIs in the local area, the brand also incorporates imagery of Italy and other aspirational, romantic or adventurous locations. The intention here is to excite clients through the brand imagery, by giving them a taste of what could be possible with the right financial plan in place.

The new financial website was a significant improvement on the previous one Montgomery Charles approached us with. The text, images and layout were made much more responsive to the wide range of devices their clients would use to view the website. In addition, the website navigation has been simplified to provide a much more enjoyable user experience.

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