Happy welcomes wealth management company LFP

21: Key to… A New Approach to Marketing



We’re helping LFP Wealth Management Consultants celebrate 21 years of trusted financial advice by ensuring more people get to hear their story.

 

 

Chorley’s LFP Consultants appoint Happy Creative as marketing partner. (Picture taken before Lockdown)


21 years is a milestone worth celebrating. And for Chorley’s LFP Consultants, it’s also the perfect time to set out plans for the next 21.

LFP looks after investment and retirement savings worth more than £300 million. A Senior Partner Practice of St. James’s Place Wealth Management, Directors Mark Chester and Brendon Utley have forged a unique identity, one that has seen the business grow by being trusted partners, friends and family to clients.

It was the business’ own 21st birthday that saw LFP appoint Happy as its marketing partner. Initially, we’ll be using the 21st celebrations to raise visibility so more people in the area know LFP and the difference it is making to countless people in the local community every day.

We’re giving all marketing activities a greater strategic edge, looking after social media channels, and marketing the company’s regular events and Q&A sessions. Then we’ll be taking that strategy on beyond the anniversary year.

 

“It was important to us that our marketing partner understood that
because our values are extremely important to us. Happy gets it.”



 

“We are fortunate that LFP has thrived on referrals,” says Mark. “98% of our clients either have, or would, recommend us. Yet we recognise that we can’t always rely on our traditional marketing routes. We’re working with Happy to freshen up our offering and find new ways to reach the people who could benefit from our work.”

Brendon explained why LFP chose Happy. “Our success isn’t measured solely by investment returns. It is measured by the plans and dreams we have helped our clients achieve. To help them live a meaningful life (according to their own definition), to protect their assets and to help pass on those assets in the best way to those they love when they are no longer here. It was important to us that our marketing partner understood that because our values are extremely important to us. Happy gets it.”

 

 
 

 

Social media graphics for LFP’s 21st anniversary marketing campaign

 

 

Chief Happy Karen Lambert admires the strong brand values of the trusted wealth management company. “When you talk to LFP you realise that this is a financial company with an extremely loyal and trusting client base. In their 21st year, we’re looking forward to telling a much larger audience about the LFP story.”

 
 

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