Content
Content pieces and copy I've written for brandsInteractive wealth planning guide – Bank of the West
I planned the journey, did the research and wrote the copy for this interactive graphic designed to help consumers understand the wealth planning process, for Bank of the West's Means & Matters website. Click here to see the full webpage
How ESG investing works – Bank of the West
I ghostwrote several ESG investing guides and explainers for Bank of the West's Means & Matters website, including this one breaking down the basics of the ESG concept. Click here to read the full article.
Website refresh – API Compliance
I wrote all the copy for a redesigned website for this financial services compliance consultancy. Click here to read the full webpage.
Investing in infrastructure – HSBC
This piece about investing in infrastructure was one of several articles on investment themes and philanthropy I wrote for HSBC Global Private Banking's wealth management clients and prospects. Click here to read the full article.
Capital preservation vs growth – Synovus Bank
An article I wrote for US bank Synovus about investing strategies when you're close to retirement. Click here to read the full article.
How caring for grandkids could boost your State Pension – Aegon
One of a series of personal finance articles I wrote for Aegon's Customer Perspectives hub. Click here to read the full article.
Gifting to help a loved one – St James’s Place
This article about gifting and tax relief was part of a series of pieces on about pensions, inheritance tax, investing and other topics for St James's Place Wealth Management's website. Click here to read the full article.
What is wealth planning? – RBC Wealth
An explainer article on wealth planning for RBC Wealth Management's website. Click here to read the full article.
How to nudge your customers to settle their accounts – American Express
One in a series of small business finance guides I wrote for American Express's US-focused Business Trends & Insights website - April 2020 Read the full article here.
I’m a single parent – do I need life insurance? – Royal London
One in a series of life insurance guides I wrote for insurer Royal London's website - November 2020. Read the full article here.
Nobel Perspectives – UBS Wealth Management
I worked as a content producer and copywriter on a marketing campaign for UBS Wealth Management called Nobel Perspectives, creating content based on a series of video interviews with Nobel Prize-winning economists. I focused especially on copy for the microsites and...
Website refresh – UBS Wealth Management
I wrote the copy for UBS Wealth Management's revamped UK website - summer 2016. Click the links below to view: UBS WM Homepage UBS WM Create The Life You Want UBS WM Should I Sell My Business? UBS WM Life Goals UBS WM What Does it Take to Grow?