Business Details
Financial Services Marketing Specialists
Hub Agency has established itself as a leader in financial services marketing, combining strategic insight with creative excellence to deliver impactful campaigns. Since our inception, we have specialised in helping asset managers and investment trusts navigate the unique challenges of investor engagement, leveraging deep sector knowledge and compliance expertise. Our team of seasoned professionals utilises evidence-led strategies to transform complex financial propositions into compelling narratives that resonate with retail, professional, and institutional audiences.Through rigorous research, innovative campaign activation, and specialist compliance support, we ensure our clients achieve measurable results while maintaining strict adherence to FCA regulations. Our commitment to combining creative flair with analytical precision has made us a trusted partner for organisations seeking to elevate their marketing performance in the financial sector.
Services
Strategy & Advisory
Creative Campaign Activation
Compliance Support
Investor Communications
Campaign Optimisation
Highlights and features
- We offer 15+ years of financial services marketing expertise
- Our campaigns integrate FCA compliance with creative excellence
- We deliver evidence-led strategies proven to boost investor engagement
- Our team includes former compliance officers and investor relations specialists
- We provide end-to-end campaign management from strategy to execution
What people say
Proven results
Expert compliance support
Creative excellence
Investor insight
Professional team
Services
Strategy & Advisory
Our strategic consultancy helps financial firms make evidence-led marketing decisions. We combine investor research, competitor analysis and behavioural insights to create tailored strategies that drive engagement. Our services include audits, workshops and journey mapping to identify performance drivers and develop commercially effective marketing plans.
Creative Campaign Activation
We transform financial propositions into compelling multi-channel campaigns that engage investors. Our creative team specialises in brand development, digital experiences and event marketing while maintaining FCA compliance. From concept to execution, we ensure campaigns deliver measurable results across traditional and digital platforms.
Specialist Compliance Support
Our compliance experts ensure marketing materials meet FCA requirements without compromising effectiveness. We offer pre-approval reviews, Consumer Duty testing and messaging optimisation. By integrating compliance early in the creative process, we reduce approval times and ensure communications are both investor-friendly and regulation-ready.
People
Claire
New Business Director
Marketing professional with extensive experience in financial services, specialising in business development and client relationships. Proven track record in connecting asset managers with innovative marketing solutions.
Questions
What financial services marketing expertise do you offer?
We specialise in marketing for asset managers and investment trusts, with deep expertise in investor engagement, compliance requirements, and campaign effectiveness within the financial sector.
How do you ensure marketing compliance?
Our compliance specialists work alongside your team to review materials, conduct Consumer Duty testing, and optimise messaging to meet FCA requirements while maintaining marketing effectiveness.
What campaign types do you create?
We develop multi-channel campaigns including digital advertising, thought leadership content, event marketing, and brand campaigns tailored to financial services audiences.
Can you support ongoing marketing needs?
Yes, we offer retainer-based partnerships for continuous campaign optimisation, strategic planning, and investor engagement support to ensure long-term marketing success.
