The brief
This privately owned insurance and reinsurance broker wanted to raise its profile within the UK financial services market. We won the assignment as the result of a recommendation by another client.
Our approach
We offered both strategic and tactical advice. A number of the company’s founder-partners were looking to step back from day-to-day operations so our recommendations included a programme of succession planning as well as effective campaigns to generate greater brand awareness among IFAs.
The result
A new management team is in place reaping the benefits of a long term strategy.