Kelvin Financial Planning - Amelie Morweiser

Services: Web designWebflow development
Year: 2023
Agency: Faith Liversedge
Client: Kelvin Financial Planning

#BEF588
#A7EE60
#54575B

#FBFBFB
#F2F3F4
#2C2F33

#212428
#191B1E
#0D0F13

The Kelvin Financial Planning home page on a tablet standing on a ledge: 'At Kelvin Financial Planning, we do exactly what it says on the tin.'

Approach

Kelvin Financial Planning is an independent financial planning firm in Glasgow. Most of its clients are within ten years of retirement, either side, and come to it for pensions, investments, inheritance tax and protection. The firm worked with the agency Faith Liversedge to modernise its messaging and website, and wanted both to sound like Glasgow: matter of fact, straight to the point, with charm and good humour.

The logo and the old website were a vibrant green and grey, and the firm wanted to keep them. I designed several concepts in those colours, all much more modern than before, and we refined them together over a few rounds until the firm felt the design represented its business.

The What we do page on a laptop on a desk by a window: 'Your bridge to financial freedom', over a wooden footbridge

'Our services': pension planning, savings and investments, inheritance tax and estate planning, and protection, on a phone

The 'Approaching retirement' card, with a photo of a woman writing at a table, on a phone

'The process': the first three of six numbered steps, starting with 'Establish your life goals', on a phone

The Who we work with page on a phone, close up: 'We work with a select group of clients'

The fees page on a phone held in one hand: 'Fair, competitive, transparent'

Outcome

The site sets light text on deep charcoal, with one bright green for every label, number and button, so the colours clients already knew carry on in a modern form. Each page opens on a full-width photograph, from a family lunch to a walker on a summit, under a short, plain headline.

I designed the site and built it in Webflow: a page each for what the firm does, who it works with, its fees and its team, and one for the questions clients ask. The who-we-work-with page tells a reader plainly whether they are a good fit, and the process is set out as six numbered steps.

Visit the live site