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 are a Wealth Management and Financial Planning Firm looking after clients Investments/Pensions and general financial planning.
What inspires you and how do you envision the design for your business?
We are looking for design for the following items:
1. Word Document (See attached - UWM Investment Proposition) that explains our Investment proposition using our Branding.
2. A Word template (see attached - Tatton Managed Balanced) that we can edit every quarter to update our clients on how their portfolio is performing
The Bespoke Client Service Proposition gives you some idea of the other marketing material we currently use. Please use this as an idea of what we currently like.