03 / Website strategy project
Heritage Wealth Finance
Website & Brand TrustTurning financial complexity into a digital experience built on clarity and confidence.
UXTrust-led journey
SEOService strategy
2Responsive views
Live website created
Designed for every
screen and journey.
Real views captured from the live Heritage Wealth & Finance website. Watch the homepage journey scroll from top to bottom as evidence of the website build and customer experience.
Visit live website ↗
Auto-scrolling homepageHomepage journey · Hover to pause · Website presented as portfolio evidence
Challenge
A clear problem,
considered properly.
Present financial expertise with credibility while making a complex service offer feel approachable and easy to navigate.
Insight
“Trust grows when the interface answers the next customer question before it is asked and makes the enquiry path feel safe.”
Strategy
One connected
creative direction.
Organise the website around service intent, proof and progressive calls to action, supported by a calm brand system and search-led content.
My role
Website strategist and marketer — structure, customer journey, service content, brand presentation, SEO and launch campaign concepts.
Software & platforms
SquarespaceCanvaGA4Google WorkspaceExcelSEO research tools
How I use AI
AI-assisted · Human-reviewed
Used AI to accelerate early content structure, FAQ exploration and SEO topic ideation, while personally shaping the final website architecture, service copy, brand presentation and enquiry journey.
Creative execution
Deliverables
01Desktop website direction02Mobile website direction03Site map & customer journey04Service-page copy system05Brand presentation06SEO keyword plan07Enquiry pathway08Social launch campaign09Email newsletter concept
Verified outcome
Work designed to
make an impact.
A polished digital foundation designed to help prospects understand the offer, trust the expertise and take the next step.
Skills demonstrated
Website strategyUX writingFinancial marketingSEO planningBrand systemsConversion journey
Next project
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