Services we provide:
Fiduciary Connection is an asset protection and wealth management consultancy, using their unique estate planning expertise to provide bespoke estate planning solutions for individuals, private clients, business owners and corporations.
Company director and fully qualified Financial Adviser (QFA), Malcolm has been assisting clients from across Ireland, the UK and internationally with their financial affairs for over 20 years.
Fiduciary Connection invests heavily in understanding what matters the most to clients, from a basic Will to Inheritance Tax planning and investments, ensuring a long relationship and making client financial goals is always a priority.
Challenges faced – the ‘I want to set up but not sure where to start’ moment
As a sole trader, Malcolm has built a solid connections, contacts and clients base.
Towards the end of 2019 he was more than aware that he needed to be doing more to market himself and the work he does.
Being busy with client visits and constantly challenging himself with courses, webinars and meetings, marketing kept falling to lower down the list of priorities.
The big ‘ah-ha’ moment
Malcolm had a wide variety of connections through the UK and Northern Ireland from across the legal and financial sectors who he has worked with for years.
He knew he needed to be doing more to increase his contacts, but to also keep communicating with the ones he already has.
The Mighty Moxie Moment
The Mighty Moxie team discussed with Malcolm a strategy to get him out in the marketplace a bit more so that he could shout his expertise from the rooftops.
First up was a logo to help shape the identity of Fiduciary Connection followed by a website build and content and social strategy.