We are currently conducting a focused research project with a small number of UK firms to better understand how independent financial planners think about growth, visibility, and marketing.
Merefield helps independent financial planning firms build clearer positioning, stronger visibility, and a more reliable route to growth. We are currently in a focused research and development phase working with a small number of selected firms across the UK.
Most marketing agencies build a service and then look for clients. We are doing it the other way around. Before building anything, we want to understand how independent financial planning firms are really thinking about growth, visibility, and marketing — what is working, what is frustrating, and what gets in the way. The findings will directly shape how Merefield is built.
Every firm that takes part will receive a copy of The Growth Gap: How Independent Financial Planning Firms Really Think About Marketing before it is published anywhere else. The report will summarise the key themes emerging across participating firms and what they reveal about growth, visibility, and marketing in the sector.
Contact us at [email protected]Responses are confidential and used only for research purposes.
Merefield Marketing is a trading name of Wave88 Ltd.