A team of marketing professionals

WORKING EXCLUSIVELY WITH FINANCIAL ADVICE FIRMS

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A team of marketing professionals

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Alex Curtis

Founder
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Andraya

Director
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Daniel

Operations Manager
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Stephanie

PA
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Joanne

Communication & Administration Manager
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Tessa

Podcast Executive
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Ben

Web Developer
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Hannah

Web Designer

A brief history...

2014 - 2016

As a contractor our founder Alex would work onsite with clients as a freelance digital marketing manager for retirement planning business, a sub prime car finance business and a mortgage broker.

2017

The LTD company was formed, and we hired our first two employees and rented desks within the a co-working business centre in Peterborough.

 

2018

Our first office!

With a view out onto Peterborough United’s football pitch.

We start to become known as specialists in financial services and launch the Advisers assemble Facebook Group.

2019

As we outgrew our cupboard office we moved to the Brightfield Business Hub.

At the start of the year we launched the “Lead Generation For Financial Services Podcast” (Now Called Advisers Assemble).

In September 2019 we hosted our first Financial Services Marketing Conference, which was a huge hit with advisers.

We planned the next one for March 2020, which wasn’t the best year for events!

2020

We didn’t get out much!

In the year of the webinars & DIY haircuts we were fortunate enough to help lots of mortgage & wealth networks with some lead generation & marketing training.

The team grew in size as we took on more clients and we embraced working from home.

2021

We started getting out a bit more, but still working from home.

The team and our client base continues to grow.

2022

Still embracing working from home and working with more clients!