Boutique Financial Planning practice, advising clients since 1972. Specialising in high net worth private clients and SME's. Advice areas include portfolio advice, strategic advice and risk management advice. Clients are generally sourced from Business Accounting relationships. Demographic of clients: on average aged 45+, very few clients below this age. The average client is conservative and wealthy. Our business name is Halpin Financial Services although most clients would know us as 'Genesys Wealth Advisers' as we are part of what is known as a dealer group, essentially a franchise. We have chosen to begin moving away from the Genesys brand to promote our own identity.
Tell us a bit about who you are and the people you reach
High Net Worth clients. Small to Medium sized business owners. Middle Class clients in the age group 45+. High income earning Professionals/managers.
Not targeting the employed 'mum and dad' type investor.
Looking for a logo that gives an impression of high end, quality, financial advice. A logo that implies trust, history, and success.
Style Guide for 'Genesys Wealth Advisers' attached. As already mentioned, we are looking to move away from this brand. Merely attached for background of how the business currently represents itself. We do not wish to use the Genesys colours.
Icon and text
Must be able to be separated (i.e. Icon can be a logo on it's own)
Files Suitable for website, business cards, signage