Written by: Charlotte Canham, MarTech Manager
Since joining Fell Financial Planning, the UK's leading Values-Based Financial Planning firm, almost a year ago, I've seen just how much can happen in twelve months.
Our team has been busy developing our systems, improving how we work and planning for the future. Alongside the day-to-day work of supporting you, our clients, there's been plenty happening behind the scenes.
One particularly rewarding part of my first year has been helping to develop the concept and initial designs for our refreshed brand. With our new look coming together, I wanted to share the story behind it and what it means for you.
A Year Worth Celebrating
2026 has been a milestone year for the business. Scott celebrated 39 years as a Values-Based financial planner in March, and Integrated Wealth Management reached its fifteenth anniversary in July.
We also achieved BS 8577 certification, the British Standard for Financial Planning. This independently assesses the systems and processes behind our service, recognising the work that goes into delivering consistent, high-quality Values-Based Financial Planning.
Much of this work happens behind the scenes, but it plays an important part in the experience you have with us. Over the past year, we've continued to invest in our people, systems and ways of working, all with the aim of making that experience as smooth and supportive as possible.
As we celebrate these achievements and look ahead to the next chapter, it feels like a fitting time to bring our new identity together.
Bringing Our New Identity Together
If you've been with us for a number of years, you'll likely know us as Integrated Wealth Management, or IWM. Others may already be more familiar with Fell Financial Planning.
Fell Financial Planning has been a trading name of the business for some time. We're now bringing our website, communications and client materials together under that name, with a refreshed look that reflects the business today.
When we began exploring the new designs, it was important to look back at the story behind our original identity. There was already a meaningful connection between the name, the imagery and our approach to financial planning, and we wanted to carry that forward.
The Story Behind Our New Look
Our original identity drew on the idea of the Fell stitch: the stitch that ties a piece of woven fabric together. It represented our role in helping bring the different parts of your financial life together.
That idea gave us a meaningful starting point.
When you think about your finances, there are so many different threads involved. Your family, your career, your home, the things you've worked hard for and the things you still hope to achieve. Each plays a part in the bigger picture, and as life changes, so do the things that matter most to you.
Financial planning helps bring those threads together, giving you a clearer understanding of where you are today and the choices available to you for the future.
It's an idea that has always been part of our approach, and one we wanted our refreshed identity to continue reflecting.
At the heart of our new logo is a Celtic Eternity Knot. Its continuous design represents the long-term relationships we build with you and the ongoing nature of financial planning.
For many of you, we've been part of your financial journey for years, supporting you through different stages of life, changing circumstances and new ambitions. Just as life continues to evolve, so does your financial plan, and the knot represents that lasting connection.
The thread continues through another important element of our refreshed identity: a handwoven Harris tapestry commissioned for Fell Financial Planning.
The tapestry brings the original idea of the Fell stitch into something tangible. Individual threads are woven together to create a complete piece, each contributing to the overall pattern.
We've taken inspiration from the tapestry's colours and woven design, carrying elements of it into our new branding. It gives our refreshed identity a connection to the original story whilst introducing something new and distinctive.
Bringing these elements together has been one of the highlights of my first year. It's been lovely to work on a design that has a genuine connection to the business and the relationships that have shaped it over the years.
Looking Ahead
Although our appearance is changing, the people, values and approach to financial planning you know remain the same.
We'll continue looking for ways to improve your experience, whether that's through the systems we use, the way we communicate or the support we provide as your plans develop.
To everyone who has been part of that journey, thank you for the trust you've placed in us. The relationships we've built over the years are something we value enormously, and we're looking forward to continuing that journey with you.
