Mash Marketing
FINANCIAL SERVICES MARKETING

Specialising in marketing for financial services.

Engaging your future clients in line with
regulatory requirements.

With a long career in marketing for financial services, I can support with marketing to engage your clients whilst keeping the regulator happy.

With previous roles at Aviva, Lloyds Banking Group, Yorkshire Building Society and Pure Retirement, I continue to work alongside the Society of Later Life Advisers, supporting their membership of financial advisers.

Understanding the requirements for financial communications, I offer marketing planning and hands on support for effective brand and business growth.

Whether it’s marketing strategy you require, support for a specific campaign, training for your marketing team or ongoing content creation. My services are flexible and tailored to your needs, at a pace and budget that works for you.

What my clients say

  • “Rachel at Mash Marketing planned an insightful session for our team. Over the course of our 3-hour workshop, Rachel combined her vast industry expertise with well thought out analysis of our existing marketing, alongside considered suggestions for how we can develop and prioritise moving forwards. We came away with a much clearer perspective on our brand trajectory, as well as a thorough and detailed report. I would recommend Mash Marketing to anyone looking for a bespoke analysis of your marketing for financial services.”

    Megan Williams, Responsible Lending

  • “It’s been great to work with Rachel and her expertise in her field, generating ideas to best market my services, including website content and much more. It’s great to have a professional and fresh pair of ears and eyes to help you understand your values in your work and how best to put these across. It all feels doable and exciting. She is patient with my busy work schedule and flexible to work at my pace, and I’m really looking forward to continuing my work with Rachel for the foreseeable future”.

    Harj Gill, Financial Adviser

  • “Rachel is an expert in the financial services marketing space, with skill in delivering tailored approaches that really resonate. Her experience and understanding of market trends and attention to detail have enhanced our brand presence and engagement, as well as supporting many of our financial adviser members. Whether it’s a brand refresh or an in-depth look at communications, we frequently recommend the invaluable support she offers.”

    Jane Finnerty, Society of Later Life Advisers

  • “Working with Rachel at Mash Marketing is always such a pleasure. Rachel is very knowledgeable on all things marketing and has extensive experience when it comes to promoting financial advice services. Her quality of work, connections and the value she provides to our publication is something we’re so grateful for. Thank you Mash Marketing for your ongoing support.”

    Neal Ray, Iress
View my case studies

Memberships

As a marketing partner of SOLLA and Advise Wise, I share educational articles, blogs and webinars for their financial adviser members.

See my full range of services

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