Anna Plotnek

Background

About Anna Plotnek

Over the past 15 years, I’ve worked with many different types of businesses - but my specialty is helping financial advisers, wealth managers, and advice firms build brands and websites that don’t just look good, they deliver real commercial value.I help ambitious advice firms grow from competent to compelling by using strategy, creativity, and storytelling to connect with clients on a human level. Whether you’re scaling, planning succession, or preparing for sale, your brand plays a bigger role than many realise. A strong brand can add 20–30% more to your EBITDA multiple at exit.Your brand isn’t just a logo. It’s how you’re remembered, trusted, and chosen. My role is to help you tell your firm’s story in a way that attracts right-fit clients and builds long-term value.I work with advice firms when:> The business is under new leadership or heading in a new direction> The brand no longer reflects who you are today> You’re struggling to attract the right clients> Your website is outdated or not converting> Content feels jargon-heavy or unclearThe financial advice sector is changing fast - Consumer Duty, consolidation, the Great Wealth Transfer, use of AI. I understand the challenges and opportunities this creates for firms like yours.My niche is working with smaller, client-first advice firms who see brand and web as an investment in future value. Future-proofing. Increasing firm value. Attracting new clients and talent. Standing out in a crowded market. That’s what I help you achieve.I’m Anna, Founding Partner and MD PLOTT Finance, a brand and web agency dedicated to helping financial advisers thrive.Do take a look at us:https://finance.plott.co.uk/Outside of work, I’m happiest outdoors - golf, horse riding, snowboarding, mountain biking, kayaking, or at a festival. Got a project in mind? Let’s connect.