Seren Wealth

What we did:

Web design Web development Creative +2

Branding Graphic design

— Project overview

Seren Wealth is a modern wealth management service founded by Nicola King FCSI, a Chartered Wealth Manager with more than 25 years’ experience advising high and ultra-high-net-worth clients.

Nicola brings private banking expertise into a more personal, collaborative setting, giving clients calm, considered advice without the corporate distance they had often experienced elsewhere.

— The challenge

Nicola was launching Seren Wealth as an independent founder and needed a brand identity that could carry the weight of her experience without feeling corporate or conventional. She had a clear point of view on wealth management, but needed help turning that into a distinctive tone of voice and visual direction with a website experience to match.

With no in-house digital team, Nicola needed expert support to shape the brand from the ground up. The site had to give prospective clients a strong sense of who she is, how she works and whether Seren Wealth felt right for them, without building a full cross-channel marketing journey before the business needed one.

— Our solution

We started with a branding workshop, using collaborative exercises to understand what felt true to Nicola and what would resonate with the clients Seren Wealth wanted to attract.

That session gave our copy and design teams a clear foundation for the brand’s visual direction and tone of voice.

From there, we developed a brand concept that balanced Nicola’s private banking experience with the warmer, more personal way she wanted to work. We refined the copy and design with Nicola throughout, making sure every decision felt considered rather than generic.

Our development team then built a user-friendly website that gave the brand a clear home online. The site helps prospective clients understand Nicola’s approach, explore Seren Wealth’s services, and get a confident sense of whether the partnership feels right.

“Working with Bamboo Nine has been a joy from the start, from our initial exploratory call with Lisa all the way through to completion.

What worked particularly well was the time and care the team took to get to know us, the company and what we stood for. We feel they truly listened and understood us and our vision. This made the following process more fluid and very engaging. We got to work with talented professionals who consistently produced high quality work and were very flexible in their ways of working and thinking. Handovers to the next stage were done seamlessly, and issues were worked through thoroughly. We felt we were in very safe hands at every step and absolutely love the result! This was an investment for our company, we are very happy to have made it.

We love working with people who are exceptional at what they do and the Team at Bamboo Nine fall firmly in that camp. We wouldn’t hesitate to recommend Bamboo Nine.”

want to grow your brand?

get in touch

Seren Wealth

Seren Wealth is a modern wealth management service founded by Nicola King FCSI, a Chartered Wealth Manager with more than 25 years’ experience advising high and ultra-high-net-worth clients.

We started with a branding workshop, using collaborative exercises to understand what felt true to Nicola and what would resonate with the clients Seren Wealth wanted to attract.

“Working with Bamboo Nine has been a joy from the start, from our initial exploratory call with Lisa all the way through to completion.

We love working with people who are exceptional at what they do and the Team at Bamboo Nine fall firmly in that camp. We wouldn’t hesitate to recommend Bamboo Nine.”

related work.