Very well done. Very patient during all the revisions.
How gregJO started their other business or advertising journey
Who are you known as?
Unity Wealth Management
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
We provide Financial Planning Advice and Wealth Management advice to Pre Retirement clients, Small Business Owners and Corporate Executives. These tend to be affluent clients with investable assets between £100,000 to £2,000,000.
Clients aged 50-65 in the main and would generally have been in professional jobs or run there own businesses.
What inspires you and how do you envision the design for your business?
We would like to design a Advice Process Diagram with supporting information to explain and outline the advice process to new prospective clients. Ideally we could use this design and print off on A3 paper or card to use in front of a new client. We would also like to be able to use the image on the website and create a PDF copy.
We will also be looking to commission you to help with various other word templates (probably in the region of 8 new designs) once we are happy with the design and feel. We are also considering redoing our website, business cards, letterheads, corporate brochure