Web Design

Advance Investments

A Bath financial adviser for high-net-worth clients. We replaced their dated website with a refined, modern build the team can update themselves.

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Our Work

A Premium Adviser With a Dated Website

Advance Investments is a bespoke financial advice firm based in Bath, providing premium, personal financial services to high-net-worth individuals. The quality of their advice is exceptional. Their website, however, had not kept pace.

The site was over eight years old, with dated imagery, a clunky user experience and a content system that made even simple updates difficult. It no longer reflected the professionalism and care that defines the business.

A screenshot of the old website:

The dated previous website

Designed Around Their Vision

For a firm built on personal relationships, an off-the-shelf approach was never going to do. We began with face-to-face meetings with the leadership team to really understand their vision and direction, then commissioned professional photography of the team and their office, so the new site would feel genuinely theirs rather than stocked from a library.

Professional photography of the team and office

A Modern, Refined Rebuild

Our website design team redesigned and rebuilt the site from the ground up with a clean, contemporary user experience. A modern bento-box layout organises the content into clear, elegant blocks, striking the balance the brand needed: polished and professional, yet warm and personal.

A screenshot of their new website:

The redesigned Advance Investments website

The new bento-box layout

Content They Can Control

The old site made publishing a chore, so we built a straightforward news management system. The team can now share updates and insights whenever they like, keeping the site current without needing us in the loop.

The redesigned Advance Investments site

A Website Worthy of the Advice

Advance Investments now has a website that finally matches the standard of their service: modern, refined, distinctly theirs, and easy to keep up to date. A first impression that does the business justice.

Otis
Luke
Excellent·Trustpilot

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Advance Investments | Case Study | CreateTheWeb