Strategy.
A powerful marketing strategy unites brand, audience, and growth. In financial services, it also builds trust, ensures compliance, and delivers results. Learn more about our strategy services here.
Overview.
What our clients say.
Real results, genuine voices.
“Having recently gone through a website refresh, our new online presence is now getting us noticed.”
Rachel Dick,
Director
Stephens Rickard
“We were seeking a website that showed off our capabilities and acted as a representation of our operations. The website is doing great!”
Guy Ward Thomas,
Investment Manager
DN Capital
“Truly experts in what they do, delivering our company with a new results-driven website.”
Ben Rockell,
Managing Partner
Kingsbury & Partners
“We couldn’t imagine a world without them. They’ve been truly instrumental in the growth and vision of our business, delivering creativity, clarity, and strategy.”
Dan Mules,
Director
Fitch & Fitch
Marketing strategy to sharpen your impact.
Whatever your goals, whatever your vision, Goldmine Media creates strategies that turn ambition into results.
We design clear, data-driven plans that unlock growth and give your brand the presence it deserves.
Our strategy services include:
- Brand identity
- Website experience
- Content creation
- Campaign strategy
- Performance insights
Goldmine Media’s approach to strategy.
No two financial firms are alike, nor do they share the same strategic needs. Our role is to identify what makes your business unique and then develop a clear, targeted marketing strategy that reflects your value and delivers meaningful results.
We begin by working closely with your team to understand your audience, goals, and competitive positioning. These insights serve as the foundation for a strategy that balances clarity, compliance, and creativity, customised to your firm’s unique operational style and growth path.
Every stage is collaborative, with clear milestones and feedback loops to ensure your strategy feels aligned, actionable, and achievable. The result is a focused, high-performance roadmap that strengthens your brand and supports sustainable growth.
Our strategy workflow.
An example timeline from strategic planning to actionable delivery.
Why Goldmine Media.
Based in London, Goldmine Media is a leading marketing agency specialising in the financial services sector. For over thirty years, we have partnered with firms across the UK and internationally, including in wealth management, financial advisory, asset management, insurance, private equity, fintech, cryptocurrency, banking, property, alternative investments, and credit services.
Our extensive sector expertise enables us to navigate your regulatory environment, meet client expectations, and establish trust online. Each project is managed by a dedicated team that combines strategic insight with financial services knowledge to meet your commercial and compliance goals.
More projects.
Stephens Rickard.
Rebranding a wealth management, mortgage, and insurance broking firm by focusing on cohesive branding, a new website, and marketing materials.
SPF part of Howden.
Rebranding to sharpen the focus on wealth management, mortgage solutions, and insurance broking services, ensuring a cohesive and impactful brand presence across all offerings.
FAQ’s.
What’s included in a marketing strategy?
Every marketing strategy we develop is customised to your firm’s objectives, audience, and regulatory setting.
A typical strategy includes:
- Brand and content audits to evaluate your current position
- Audience profiling to identify your ideal clients and their decision-making process
- Brand positioning to define your competitive advantage and market message
- Channel and campaign planning to optimise the use of digital, content, and offline channels
- Messaging frameworks and tone of voice to ensure consistency across all communications
- Tactical roadmap outlining deliverables and timelines
Whether you’re repositioning your firm, launching a new service, or simply looking to generate more leads, we’ll craft a structured, actionable plan to support your next phase of growth.
How does branding fit into our overall marketing strategy?
Branding forms the foundation of any successful marketing strategy. It determines how you look, sound, and position yourself in the market long before a campaign starts.
We ensure that your brand positioning, messaging, and visual identity are fully aligned with your marketing objectives and resonate with the audiences you aim to attract. This guarantees every campaign you launch remains consistent, confident, and credible across all channels.
How is a financial services strategy different?
Marketing in financial services faces its own unique challenges, from regulatory issues to high-trust purchasing decisions.
A successful strategy in this space must:
- Communicate clearly and compliantly
- Respect risk sensitivities and informed client expectations
- Deliver long-term credibility and value, not just attention
At Goldmine Media, we have dedicated nearly thirty years to crafting strategies for firms in the advice, wealth, lending, and fintech sectors. We know how to balance commercial objectives with compliance and trust, ensuring your strategy delivers results while remaining aligned with regulatory standards.
Do you provide help with lead generation?
Yes. Lead generation is central to every strategy we implement.
We focus on:
- Boosting visibility via SEO, content, and paid channels
- Enhancing conversions through messaging, UX, and nurture journeys
- Fostering relationships with remarketing, email, and value-driven content
Whether you’re aiming at new prospects, reactivating cold leads, or boosting engagement with existing clients, we’ll help you build a pipeline that delivers measurable results.
Can you help us implement the strategy?
Absolutely. We can oversee the entire rollout, including campaign execution, content production, branding, and website delivery.
Alternatively, we can collaborate with your internal team to offer planning, creative guidance, and ongoing support. Our flexible approach ensures you receive the assistance you need without overburdening your resources.
What will a strategy cost?
Costs differ depending on the scope of work, the support level needed, and whether implementation is included.
We customise each proposal to your firm’s objectives, timelines, and capacity, ensuring you receive a realistic, results-focused, and aligned strategy. You’ll get a transparent, fixed fee with no surprises.
