Case study
Whateley Wealth Management
PR the brand differentiator

Kinetic extract ideas from me I didn’t know I had. Then, they give those ideas a creative edge and add a bit of magic to pull our marketing efforts together in one clear strategy.
That ensures our messaging is crystal-clear and consistent.
We now stand out from all the other IFAs, and our client base is growing.

Nicola Whateley
Managing Director
Whateley Wealth Management


The difference
PR has helped to define Whateley Wealth Management’s culture – ensuring its team is engaged and its message stands out in a crowded marketplace.
Kinetic has brought consistency and clarity to Whateley’s entire communications strategy, building trust and generating results.
Whateley’s campaign with Kinetic:
- Engaged the whole team with the PR and marketing strategy
- Raised engagement and followers across Whateley’s social profiles
- Boosted Whateley’s new website performance and online presence
- Attracted sales leads which converted.
PR that stands out
Whateley Wealth Management is operating in a highly-contested market: independent financial advice.
To be successful in its PR and marketing efforts and attract new customers, it needed to stand out with a compelling message so, together, we:
- Defined Whateley’s ‘DNA’ – in a few words which the whole team now knows off by heart.
- Engaged the team – so everyone supports and shares Whateley’s culture and shared purpose.
- Created a clear and cohesive communications plan - pulling together every element of Whateley’s marketing activity, including measurable objectives, social media, blogs, emailers, landing pages and content marketing.
- Systemised social media and website blogs to build Whateley’s online presence and credibility, trust and sales leads.

What our client says...

I would really recommend Kinetic for any good business who are looking to grow.
They’ve spent the time to understand our business and, most importantly, they get our whole team in an interactive workshop which explored our company DNA (ie what makes us different to all other IFAs out there).
We believe everyone deserves a secure financial future. We don’t just look for the big fish.
I love working with Kinetic because somehow they extract ideas from me I didn’t know I had. Then, they give those ideas a creative edge and add a bit of magic to pull our marketing efforts together – including blogs, website, emailers, social media, landing pages – in one clear strategy.
That strategy ensures that our messaging is crystal clear and consistent. It just all gets done.
We’ve lots of happy customers. Kinetic has helped us to showcase our testimonials which has helped us to grow our client bank.


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