High-net-worth marketing

Finance marketing strategy

An ongoing holistic content marketing strategy focused on the client's goal of attracting and converting qualified, high value leads.

Deliverables in this long-term collaboration include:

  • SEO and AI visibility strategy

  • Conversion web copy

  • LinkedIn short-form and long-form content

  • Landing page conversion optimisation

  • Social media content strategy

Recent highlights include a 300% uplift in inbound enquiries and a 10,000% annual increase in impressions on social media. Charlotte's approach has been invaluable to my business.

— A Wilkins, Practice Principal at Keyplan Wealth

Financial web copy

Written for an HNW audience, optimised for visibility and conversion

Optimised for SEO and AI search, this web page attracted three inbound leads in one week shortly after publishing.

A positioning anchor centred around a niche, localised need. Designed to increase and add depth to brand mentions in AI citations with successful results.

This long-form landing page consistently outperformed competitor sites, ranking on page 1 of Google for a niche keyphrase.

Informative web page detailing how to become a client, with a conversion-focused CTA. Written in a confident, reassuring, authoritative tone.

Introducing Keyplan Wealth's Partner and Principal, highlighting the brand's key differentiators and origins.

Organic results with no ad spend and no outbound