KLM Financial Planners

Led by Chris Upton and Salena Stonehouse, KLM Financial Planners sought to launch their first dedicated website, creating a standalone platform to support their growth.

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Project goals

KLM approached us because their online presence was limited to a small profile section on their accounting partner’s website. As the advice arm evolved, they needed a dedicated website that reflected their brand and supported direct client engagement.

The goal was to establish credibility as an independent advice firm, attract well-aligned prospective clients, and create a smoother pathway from first enquiry through to booked meeting.

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Our approach

We translated the brief into a focused, growth ready website designed to drive trust and lead quality from day one.

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Custom messaging

A strong hero statement sets the tone from the outset, with intentional messaging across each page guiding ideal clients toward relevant next steps.

Built-in enquiry qualification

A triage form filters prospective clients before booking, helping the firm prioritise aligned enquiries and protect adviser time.

Seamless booking integration

Individual Calendly pages for each adviser are embedded throughout their client journey, reducing friction and creating a consistent experience.

Social proof to build trust

Case studies, client testimonials, and integrated Google Reviews are strategically positioned to reinforce credibility and improve search visibility.

Brand evolution with continuity

Their refreshed logo and visual identity feel contemporary while maintaining a cohesive link to the firm’s accounting heritage.

FAQs

Common queries are proactively addressed in the team’s FAQ page.

The result

KLM Financial Planners now enjoys a dedicated platform that reflects the strength of their advice offering and supports direct client acquisition. The website enables the firm to attract better-aligned enquiries, streamline bookings, and grow the advice practice with a distinct identity.

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