Naz Miller, Financial Adviser: Case Study

The Client

Naz Miller is a Financial Adviser. She works with RTW Wealth Management, a partner practice of St. James’s Place Wealth Management. Prior to that, she spent 34 years working at Lloyds Bank in Cambridge and surrounding areas.

Naz’s specialist areas are investment planning, pension planning and inheritance tax planning.

The Brief

Naz wanted some marketing activity to support existing clients and prospects, plus to add additional credibility to her sales presentations.

As a Financial Adviser, Naz has significant restrictions placed upon her marketing from the FCA and St. James Place Wealth Management.

Delivered

A website was created to host a series of informative and topical blogs about personal finances. The domain, https://personalfinancial.info was sourced and supplied, too.

The content is prepared monthly, for approval, editing and publication by Naz.

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Coyne.Marketing Digital Marketing
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