Paraplanners

Paraplanners are a vital part of the financial services ecosystem, carrying out the research and analysis that allows financial advisers to recommend the best solutions for their clients. Yet, historically, paraplanners have been under-recognised within the profession.

The Paraplanners Powwow was established to change this. Designed as an informal and flexible space where paraplanners could gather, share ideas, and learn from one another, the Powwow quickly became a popular fixture in the sector — a refreshing alternative to traditional networking events, which often lacked accessibility and informality.

However, the time had come for a new direction. The community was thriving, but the Powwow name no longer reflected the scale or ambition of the events. Rebranded as Paraplanners’ Assembly, the organisers asked us to evolve the brand identity, modernising its look and feel while retaining the inclusive, approachable character that had defined it from the start.

Our response was to create a refreshed visual identity built around a new logo and flexible design system. The updated brand was designed to feel professional and contemporary, while remaining warm and human – a reflection of the community itself. It works seamlessly across event branding, digital platforms, and communications, providing a consistent yet adaptable toolkit as the Assembly continues to grow.

The result is an identity that gives Paraplanners’ Assembly the credibility and flexibility it needs for the future, while preserving the values that made it such a vital part of the financial services profession.