Testimonials

Kate Whittaker

Group Head of Marketing & Communications,  DUAL Group

“I would highly recommend Hannah for marketing consultancy work. During an exceptionally busy period for our team, she stepped in seamlessly and made an immediate impact.

Hannah helped with marketing strategies, helped define a number of our processes, shared creative ideas and offered hands-on support across several projects that had previously been difficult to move forward due to time constraints. Her ability to quickly understand our priorities, identify gaps, and propose practical solutions was invaluable.

Beyond her strategic marketing expertise, she has a collaborative and proactive approach that helped the team’s productivity. Her pragmatism also meant we were able to move at pace.

I would be delighted to work with Hannah again and recommend her without hesitation to any business in need of experienced, reliable, and strategic marketing support.”

Ash Weston

Head of MPS, 8AM Global Ltd

“In a very short period of time, Hannah has been transformational for our marketing effort. She is self-motivated, has exceptional communication skills, and is focused on accurate and timely delivery.

Her extensive experience marketing and distributing investment products to the UK has provided her with an impressive ability to supply new ideas and the means to adapt quickly to our businesses' evolving needs.

I wouldn't hesitate to recommend using Hannah to anyone in our sector, either for project work or based on a longer-term retainer for services.”

Neil Prosser

Director and Chartered Financial Planner, Temple Wealth

“Temple Wealth has recently employed several new financial advisers, and we needed some short term support to help raise their profiles and we were introduced to Hannah.

Hannah was very helpful and professional in assisting with creating both a local media release and the logistics for a local Expo event. She shared a variety of ideas within budget to maximise visitor engagement and to help colleagues generate leads and professional connections.

Hannah is very approachable and easy to deal with and always available to help with any queries. I would not hesitate to utilise her services for future marketing initiatives.”

Rupert Cecil

Head of Charities

“I have worked in financial services for the past 34 years and I can honestly say that Hannah has been one of the standout people I have had the pleasure of working with.

She approached every day with enthusiasm, unparalleled support to me and other colleagues and full of value adding ideas on how to improve the way we operated. Best of all every challenge is met with a smile and an offer to help. I couldn’t recommend Hannah more highly”

James Nield

Former Head of Office/Investment Manager, Thesis Asset Management

“Since joining Thesis Hannah has built strong relationships with teams across the business and transformed the perception of her own team internally almost overnight.

She has made significant improvements to the marketing support received by the front office including improving marketing processes, creating more client friendly materials, focused and well-executed client events. Turnaround times for the production of ad hoc and regular client materials have improved markedly since her arrival. Her efforts have increased brand awareness through national PR opportunities, local sponsorships and improvements to our social media presence”

News

Can Financial Services businesses use AI to build a successful marketing plan (or should they call in a human!)

May 13, 2025

In the competitive world of financial services, small firms often face a tough challenge: how to market themselves effectively without […]

Strategy, storytelling and staying sane: life as a marketing consultant in Financial Services

April 22, 2025

Life as a marketing consultant in financial services can be a bit like being a translator —except you are translating […]

How voluntary work can help support your business

April 1, 2025

Running a small business comes with its challenges, especially when it comes to marketing on a tight budget. While traditional […]

Crafting a strong business awards entry

March 24, 2025

Crafting a strong business awards entry Although quite marmite, awards entries remain a helpful marketing tactic, and there are an […]

Are testimonials a beneficial marketing tool?

March 5, 2025

Are testimonials a beneficial marketing tool? A testimonial in marketing terms usually consists of a client’s written or spoken statement […]

How useful is AI in Financial Services marketing?

February 5, 2025

A very hot topic for 2025, is the use of AI within marketing. And most importantly, the question of whether […]

Is thought leadership still relevant in 2025?

January 6, 2025

Thought leadership refers to positioning an individual or a business as an authority or innovator within a particular area. Thought […]

Lead generation ideas for small businesses

December 12, 2024

Lead generation for small businesses We live in a competitive world and there are any number of financial services companies […]

Why a value proposition could help assist your marketing

November 30, 2024

Why a value proposition could help assist your marketing    A value proposition is a concise statement that clearly communicates […]

Why use a marketing consultant?

November 25, 2024

This is a question I have been asked a lot this year. I have been employed in a variety of […]

Scroll to Top