Haven Financial Planning is a family-run firm of independent financial advisers in Altrincham, taking a holistic approach to pensions, investments, mortgages, wills & trusts, and protection.
The problem
Haven Financial Planning needed a complete digital overhaul. Branding that reflected the professionalism and trustworthiness required in financial services. A website that communicated their services clearly to potential clients. And SEO to make sure the right people could find them when they searched.
The solution
Sood delivered branding, website design, and SEO as one integrated project over four months:
- New brand identity– designed for the financial services sector, where trust, clarity, and professionalism are non-negotiable.
- Website built to explain complex services simply– financial planning can feel intimidating, so the site was written in plain language with clear navigation and strong calls to action.
- SEO foundations– built in from the start, targeting the search terms that potential clients actually use when looking for financial planning support.
Sood’s Cyber Essentials Plus certification was relevant here. In financial services, data security is a genuine concern for clients, and being able to demonstrate independently audited certification gives both the agency and the client confidence.
4
Months
Brand, website and SEO delivered as one integrated project.
3
Disciplines
Branding, web design and SEO, built to work together.
CE+
Cyber Essentials Plus
Independently audited security for a regulated sector.
184
Trustpilot reviews
Shown across the new site to build trust from the first visit.
The results
Haven Financial Planning now has a cohesive brand, a professional website, and the SEO infrastructure to grow their visibility over time. Built for a regulated sector, by an agency that understands what regulated sectors require.
