27 May 2021

Rosie Reynolds Marketing joins as the latest PIMFA Plus Partner to help firms develop their digital futures

PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to welcome Rosie Reynolds Marketing as the latest of its PIMFA Plus partners offering PIMFA members support in enhancing their digital marketing approach.

This announcement of Rosie Reynolds Marketing as a PIMFA Plus Partner comes as ever more consumers say they are willing to purchase financial products online. While this has been a growing trend in recent years anyway, the Covid-19 pandemic and the advent of Open Banking has accelerated this trend.

This includes 69% of consumers who said in a recent survey for McKinsey (1), that they were willing to buy an investment product online. Moreover, according to the Verint Experience Index (2), 43% of respondents said they were willing to receive remote financial advice and, in fact, 33% of respondents said this was actually their preferred way of receiving advice.

Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads. This specialist marketing company’s experienced team offers services that will help member firms create a unique strategy that will increase their digital presence among both existing and new generations of savers and help firms reach these younger prospective clients through better outreach and a focus on the value of advice.

Rosie Reynolds, Director of Rosie Reynolds Marketing, said: “We are delighted to be partnering with PIMFA and look forward to working with PIMFA members.

“As the industry and client expectations evolve, firms need to be to tailor their marketing according to their customers’ motivations for their financial transactions and utilise technology to its best advantage.

“Digital marketing can be daunting for many firms and it can be easy to be blindsided by the fast pace at which online trends, consumer behaviours and even the online platforms they use, change. At the same time all businesses have finite resources, and managers have a finite amount of attention and time to give to those resources and marketing can often fall by the wayside.

“Outsourcing your requirements can help refocus your business, bring new ideas and help mitigate risk. By allowing someone else to manage your marketing, you can switch your attention to work that better serves your customer, giving your managers the ability to set their priorities in line with your business’ growth.”

Richard Adler, PIMFA’s Director of Strategic Partnerships commented: “PIMFA is delighted to welcome Rosie Reynolds Marketing as a PIMFA Plus partner. People today transact ever more business online and having a marketing presence in today’s digital environment is crucial. But for many smaller firms, in particular, that may have always relied on word-of-mouth recommendations, moving into the digital world feels like a step into the unknown. This is why we’ve partnered with Rosie Reynolds Marketing who will be able to help firms to secure their place in the digital marketplace.”

(1) https://www.mckinsey.com/industries/financial-services/our-insights/the-balancing-act-omnichannel-excellence-in-retail-banking#

(2) https://content.verint.com/vxi-banking-2020


About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.
  • PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA has made numerous recommendations to the FCA regarding the Future of Advice, the Future of Supervision, & the FSCS levy – read more.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991 – read more.
  • Further information can be found at pimfa.co.uk

About Rosie Reynolds Marketing Limited


For further information on this release or other press matters please contact:

Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376 / +44 (0) 7843 903258

Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 / +44 (0)7979 493225 

For further information on this release or other press matters please contact:

Rosie Reynolds, Rosie Reynolds Marketing Ltd, Director, rosie@r-reynolds.com, 01453 798555