Branding / Direct mail design / Website design

Rosan Helmsley is an independent firm of wealth management and corporate employee benefit advisers. In previous years they had grown significantly and whilst their messaging, service, culture and values were still relevant and working well, their external visual identity needed a refresh. The planned brand refresh was timed alongside an office move and an updated website launch.

The Rosan Helmsley brand needed to better reflect who they had become after a period of growth. The logo in particular looked dated, and although it was still distinctive within the wealth management industry landscape it needed a refresh and modernisation.



Rosan Helmsley has good prominence as a wealth management firm, so the existing colours needed to remain and the logo needed a simple modernising update. The strapline ‘Independent Finance Advice’ needed to be updated to better reflect their offering. The new identity needed to complement the client experience (both on and offline) while being flexible enough to use across various collateral, reports and corporate event materials.


  • We refreshed the brand including an evolved logo and new strapline.
  • We produced brand guidelines outlining the colour palette and typography.
  • We designed a range of collateral including letterhead, business cards, comp slips, email signature, email templates, notepads, newsletters and guides.
  • We designed and installed office signage to reflect the new branding.
  • We produced merchandise to launch the new brand internally and externally, including mugs, pens, tea towels and t-shirts.
  • We created a logo identity for the Rosan Select sub-brand, with the roundel representative of stock charts.

"We are really pleased with the revised branding - many congratulations to you and your team for fulfilling the brief. The evolution is strong, modern and is a sensible new interpretation retaining our identity."

Rob Sandwith

Chief Executive, Rosan Helmsley