Your brand, made clear

Branding & Visual Identity Support for Financial Advisers that builds credibility and trust

Because clients judge what they see before they hear what you say - your brand should reflect professionalism, clarity, and the confidence of your advice.

What this can look like

We’ve supported advisers and firms with branding and visual identity by:

Choose Icon
Designing logos and brand guidelines that feel modern and professional
Choose Icon
Refreshing existing brands to align with today’s market
Choose Icon
Creating consistent colour palettes, typography, and layouts
Choose Icon
Developing templates for reports, proposals, and presentations
Choose Icon
Aligning online and offline branding for a seamless client experience

Working with you

How we help Advisers and Firms

01.
Creating brand identities that reflect who you are and who you serve
02.
Updating logos, colour palettes, and fonts to keep your brand current
03.
Designing templates and assets that save time and ensure consistency
04.
Aligning your brand across your website, social media, and printed materials
05.
Building visual guidelines so everything from pitch decks to letters looks professional

This service is used by advisers and firms who want to build credibility, modernise their look, and present themselves with the same clarity and professionalism as their advice.

Feature Image

Why it works

Because clients often decide how much they trust you before you’ve said a word. A clear, consistent brand builds that trust instantly, making every client interaction more impactful.

Request a Call

Business Development

Specialist Consultants

Feature Image

Mark Lamb

Director & Co Founder

About
I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.

Besides business, I love to travel and am currently residing in Bali, Indonesia. I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.

Likes
Travelling, Liverpool Football Club and marketing

Dislikes
Celery, rude people and cold weather

Julia says…

“Branding isn’t about flashy logos - it’s about trust. Advisers who look consistent and professional are taken seriously before the first meeting even begins. We help firms get that right, so their expertise speaks louder.”

Service Image

Common questions we help answer:

Service Icon

How do I make my brand feel professional without looking corporate?

Service Icon

What’s the best way to modernise my branding without losing recognition?

Service Icon

How do I keep everything consistent across my website, reports, and social media?

Service Icon

Can a small firm have branding as strong as a larger competitor?

Service Icon

How do I make my brand stand out in a crowded market?

Want to grow your firm or unlock new opportunities? Talk to Adeptli

We’ll help you create and deliver strategies that drive real results – not just plans on paper.

Cta Image

Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and services.

01
Do I need a full rebrand or just a refresh?
02
Will you design templates we can use ourselves?
03
Is branding really that important for financial advisers?