Educational content
Retirement, tax and investing topics explained clearly.
Industry experience
Building trust before the first meeting.
Investors and families take their time choosing who to trust with their money. I created educational content, advisor thought leadership and nurture programs for wealth and investment firms, written with care around what can and cannot be claimed.
What I did in investment and wealth
The work that made the difference, from research and strategy to the content and systems that kept it running.
Advisor LinkedIn
Posts that show advisors' thinking and build familiarity.
Nurture sequences
Emails that stay helpful until a prospect is ready.
Compliance-aware review
Claims checked before anything goes live.
How the work moved people
From the first search to a signed deal, each stage was planned so the right people kept moving forward.
Expertise I brought
- Content writing and marketingBlogs, articles, case studies, newsletters and web copy that earn attention and move readers to act.
- Founder's voice on LinkedInGhostwritten posts, profiles and engagement that make founders and leaders the obvious expert.
- Search engine optimizationOn-page, technical and off-page SEO, plus visibility in AI answers from ChatGPT, Perplexity and Google.
- Research and developmentMarket, audience and competitor research that turns guesswork into decisions.
Want to know how I handled it?
Case studies only show so much. I'm happy to walk you through the decisions, the trade-offs and what I'd do differently in investment and wealth.
Book a walkthroughProjects in investment and wealth
Fintech and wealth: education-first content that builds trust
A financial services brand wanted to educate prospects without sounding promotional. I built an education-first programme connecting articles, founder posts, newsletters and consultation pages.
More industries
- Business brokersSeller and buyer content, listing promotion and valuation guides.See the work
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- B2B GTM and ABMAccount selection, personalized plays and sales-aligned content.See the work
- SaaSProduct-led content, comparison pages and SEO for software companies.See the work
Working in investment and wealth?
I already know the buyers, the language and the rules in this space. Happy to share what I have seen work.