DipPFS Qualified
Design and Marketing
for UK IFAs
Trusted by
What we do
We help IFAs get found by the right people and look like a firm worth trusting.
We work on everything a client or a buyer sees, from the website to the suitability report. The studio is led by James, a DipPFS qualified paraplanner turned brand designer.
From a client
“James already understood the financial advice industry, so we didn’t have to spend time explaining how an IFA business works or what clients are looking for.”
Alex Norwood
Director, N2 Asset Management
Services
What we make
Take one piece, or have the lot done by the same hands so it all reads like one firm. The prices are starting points; the plan after a call puts a proper number on your job.
Photography
Photography
Headshots and firm photos from one shoot, at your office or a hired one, so the whole team looks like they work at the same place. We edit them to sit with your site and documents, not fight them.
From £2,000
Client documents
Client documents
Your client agreement, fee schedule, disclosures and forms, tidied where the wording needs it and rebuilt in Word, so your team can keep editing them for years without the layout falling apart.
From £3,500
See the Belvedere documents
Websites
Websites
Design, build and the words, adviser bios included, on WordPress so you own it outright. We know what a suitability letter is, so the site explains the firm without a glossary.
From £5,000
See the N2 website
Report templates
Report templates
Suitability and review report templates in Word, laid out so your paraplanners can produce them quickly and your clients can actually read them. Styles, tables and charts that stay where we put them.
From £5,000
See the LLRP templates
All together
All together
The website, the photography and the client documents in one project over eight weeks, so everything a client sees comes from the same hands and looks like one firm.
From £9,000
See how it works
Bigger firm, or something not on the list? Book a call and we'll price it properly.
The work
N2 Asset Management, London
A website that looks like the firm clients were told about
New site, new copy, signed off by compliance before it went live.
Belvedere Wealth Management, London
Client paperwork for the moment a client feels least sure
Seven disclosures and forms, rebuilt for print and screen. They came back for more.
Later Life Retirement Planning, Leeds
Reports that are easy to produce and easy to read
Proposal and suitability report templates in Word, sized for the people who read them.
Who's behind it
In short
I'm James. I took the DipPFS while I was a paraplanner at Chase de Vere, then trained in design and brand under the creative director behind Malmaison's brand. I know how an advice firm works, so you won't have to explain MiFID or Consumer Duty, what a referral is worth, or that you'll be busy on 5 April.
James Wilkinson DipPFS
Founder, Metis Media Studio
James Wilkinson DipPFS
Founder, Metis Media Studio
Altrincham, Cheshire
james@metismediastudio.com
From a client
"[Our documents now] look like a proper, established business, which is exactly the impression you want to give at that stage. He was easy to deal with throughout, which is part of why I've used him twice and will again."
Jerran Whyte, Managing Director, Belvedere Wealth Management