Craig Chapman and Kasia run a financial planning business based in Kent, specialising in helping their clients plan and simplify their financial future, providing clarity, peace of mind and the freedom that expert financial planning affords. For them, financial planning is about more than just the numbers – it’s about designing the future in advance, and planning their finances strategically as a means to get there.
The most valuable part of what they offer is the consultancy element: taking the time to really get to know their clients and understand what motivates them. As a company, they passionately believe that the product-led approach of many wealth advisors is inappropriate and something they’d hate to be on the wrong end of, and strive to be as different from that as they possibly can. You'll know by now that we LOVE a business with enough balls to do things differently, so this project was right up our street!
Over the last couple of years their business had evolved significantly and they approached us in the midst of a real growth phase - they had gained more qualifications, more clients and better clarity on where they wanted to take their business in the future. They approached Ditto for a new business name, a new visual identity, a new website and a new message to take them into the next phase and beyond.
The Fundamental Group