Consumer-focused content: Engaging topics created for Succession Wealth

Creating consumer-facing content for advisers to foster long-lasting relationships with clients and support them in delivering advice across generations via traditional and digital channels.

Overview.

Industry

Independent Financial Planning

Location

Since 2009, Succession Wealth has established a national firm with over 200 Wealth Planners, providing high-quality, independent financial advice to more than 20,000 clients across the UK. Dedicated to building long-lasting relationships to help clients get more from their money, clients are central to everything Succession Wealth does.

Our content creation thinking.

For this project, we created consumer-focused content on key topics, including retirement, investment, protection, tax, estate planning, and business financial planning. The content was designed to be both compliant and straightforward, ensuring readers could understand the subject and know how to seek further assistance if needed.

Finished product.

This project was a versatile suite of consumer-focused content utilised across multiple channels, including print and digital publications, social media platforms, and website blogs. By distributing this content through various mediums, it has enhanced client communication and increased touchpoints, ensuring consistent client engagement.