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Commercial Finance Launch Programme · Stage 6 of 10
Your Brand
Give a new brokerage a distinctive, trustworthy brand built around its niche, with the disclosures and sign-off built into the workflow.
How long
2–4 days
You’ll have
A niche-led brand, an honest founder story, a core identity kit, and a promotions sign-off workflow
Steps
2 steps
Resources
2 resources
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01 Step 01
Step 01
Build the brand around your niche
Your brand must signal trust and specialism to a niche audience and its introducers, because generic finance branding is forgettable and undermines credibility with cautious business owners.
Do it yourself
- Translate your niche and its trigger events into a positioning line and a visual identity.
- Create the core kit: name usage, logo, colours, and a message hierarchy centred on the niche.
- Tell the founder’s credibility story honestly, with no fabricated track record or invented deal figures.
Common mistake · Over-claiming scale or experience you do not have, which collides directly with the financial-promotions rules and with introducer trust.
Time~2–4 days, or a small design budget CostLow to medium DifficultyMediumResource for this step
PDFNiche brand kit
A positioning line, identity basics, and an honest founder-story template with claims-must-be-evidenced prompts.
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02 Step 02
Step 02
Make client communications fair, clear and not misleading
Any client-facing communication that promotes your services is a financial promotion and must be fair, clear and not misleading, and where regulated it must be signed off by the right person, so brand and compliance are the same job here.
Do it yourself
- Learn the standard at a signposting level: promotions must be balanced, must not overstate, and must carry the disclosures your compliance requires, including commission (see Get Compliant).
- Establish who signs off financial promotions, your network or principal or compliance function, before anything goes live.
- Build a promotions review step into your content workflow so nothing publishes unchecked.
Common mistake · Publishing punchy ad copy or a social post that promotes a rate or an outcome without sign-off or the required disclosures.
Time~1 day to set the workflow CostFree DifficultyMediumResource for this step
PDFFinancial promotion sign-off workflow
A simple approval path (draft, sign-off, publish) with a fair-clear-not-misleading pre-flight checklist. It routes to the sign-off owner; it does not grant approval.
What you’ll have after this stage
- A brand built around your niche and an honest founder story
- A core identity kit
- A financial-promotions sign-off workflow routed to the right owner
Next · Stage 7 of 10
Your Website & Client Portal
Keep going yourself — carry your momentum straight into the next stage.
Prefer we build it?
Hand this stage to us
Building a distinctive, trustworthy brand around a niche, with the required disclosures and sign-off built into the workflow, is exactly the kind of work we do. We design the identity so what you publish is memorable and defensible, and we leave the sign-off with the authorised person, your network or compliance, who has to own it.