Financial services

First working in financial services as part of the in-house team rebranding Allied Dunbar to Zurich, I've created concepts for Zurich and its subsidiaries (working with Zurich and in-house agency RRD), and for others such as Nationwide Building Society and Chase de Vere.

Zurich: press advertising concepts

The advert's brief was to encourage Financial Advisers to find out more about Zurich's business protection support materials. press ad, concepts, RRD Creative, Zurich Financial Services, Swindon

Zurich plc: IFA conference concepts

Concepts (design + text) created for a Zurich campaign – launched at a trade conference – aimed at promoting thier HelpPoint portal to independent financial advisors (IFAs). HelpPoint advises and guides IFAs through Zurich's offer, the lure was a luxury trip starting in London. The solution was based around the routemaster bus and London Transport map – I designed the exhibition stand, brochure and web banner adverts.

Initial concept

IFA, exhibition, conference, graphic, concept

beck, design classic, transport


Materials, further developed and produced by the RRD Creative studio, in situ at the conference.

IFA conference, London, B2B

Sterling financial advisor campaign

Working for RRD Creative to create B2B and B2C integrated campaign concepts for a Sterling ISA campaign aimed at financial advisors and their clients.  

Origami reflected the flexible, or reshapable nature of the ISA. First, my concepts... and then the pieces finished in-house by RRD.

Sterling, Zurich, integrated campaign, insurance, design, concept

B2C Brochure cover and one inner page – selling tool for financial advisors aimed at thier clients

brochure design, integrated campain, concepts, bristol, freelance

design, layout, brochure, insurance

B2B Letter from Sterling to financial advisors

B2B letter to independent financial advisors

Online information, available only to financial advisors through their BSB portal 'Zurich Helpline'

web design, intranet, portal, iFS, independent financial advisors

Zurich: Total Cost of Risk concepts

With a target audience of Chief Executive Officers, Finance Directors and executive teams within local authorities, Zurich Municipal’s Total Cost of Risk (TCoR) project “aimed to help its local authority customers to understand cutting insurance and risk management spend can have a much bigger, lasting effect on their organisations and communities. An insurance premium is just one element of a local authority’s ‘Total Cost of Risk’.”

My work for RRD Creative – Zurich's in-house design agency – was to present initial design and copy concepts for their design and artwork team to further develop.

A5 advert for placement in financial event brochure. Concept, design, copy and artwork was completed to a very short deadline.

Zurich, finance, B2B, concepts

Concept presentation extending the advertisement's concept through to accompanying brochure, also showing image search.