Heartwood provides wealth and investment management services to private individuals, financial advisors and charities.
Their reputation has been built on their ability to help clients reach their long-term financial goals.
Heartwood came to us because they needed to portray their expertise when presenting to future clients. A typical Powerpoint presentation with simple Clipart visuals was being used, however this was not polished enough for their calibre of client.
We created highly visual style sheets for an informative, yet captivating presentation that kept within corporate guidelines. Getting across key points about the Heartwood model in a clear, concise design as well as allowing for monthly updates was required. We worked with Marketing, the Head of Professional Intermediary Sales and the Senior Investment Writer to create the required two phase presentation, giving the Sales team the opportunity to have a great sales tool.