Investment Partners — financial planning

Context

InPartners (Investment Partners S.A.) is an independent financial advisory firm headquartered in Katowice, with branches in Bielsko-Biala, Poznan, Chorzow, and Krakow. A pioneer of the financial planner profession in Poland: one of the first companies to treat financial advice not as product sales, but as long-term planning of the client's life.

They cooperate with the biggest financial institutions: Allianz, Generali, Unum, Vienna Life. Advisors hold CFP and EFC certifications. These are not insurance agents with basic training, but financial planners with international qualifications.

In the financial advisory industry, a website has to convince the visitor of two things at the same time: that the company is professional (certifications, years of experience, partners) and that it is not just another insurance sales shop. InPartners needed both.

Scope of work

• Corporate website design: aligned with financial industry standards
• Implementation: WordPress + Breakdance, built for ongoing content development
• Structure for multiple locations: Katowice as HQ plus four branches
• Advisor team section: space for CFP/EFC certifications and profiles

What InPartners offers

• Individual financial planning: a process tailored to the client's life goals, not to product commissions
• Free financial analysis: the first step is a no-obligation consultation, not a "product pitch"
• Budget management: work on the everyday finances of the household
• Wealth-building strategies: a long-term plan for years, not for a quarter
• Product advisory: insurance, investments, pensions, but in the context of the whole plan
• Metamorfoza Finansowa program: a partnered educational project

Five locations, one philosophy

Katowice as headquarters plus Bielsko-Biala, Poznan, Chorzow, Krakow as branches means the site has to serve clients from different regions of Poland, while also showing brand consistency. I designed the locations section so that each branch has its own contact details, but the philosophy of operation is shared: "independent financial planning, not product sales".

202 reviews, 100% recommendation

On Facebook, InPartners has 202 client reviews with a 100% recommendation rate. In the financial industry, where distrust is the client's default state, numbers like these do the work. The site has to showcase this, not as "look how great we are", but as "go see for yourself what people who already work with us say".

I designed the reviews section to lead straight to the source: to Facebook, to Rating Captain, to real reviews with names and surnames.

Why "informed decisions" instead of "the best products"

InPartners communicates with the slogan "informed financial decisions", and it is not an empty phrase. In an industry that for years has been associated with selling policies on commission, this kind of positioning sends a clear signal: here, the client is not a sales target, but a conversation partner.

The site copy holds this tone from the first click. Zero aggressive CTAs like "SAVE 50% ON YOUR PENSION TODAY". Instead, a calm invitation to a conversation and an analysis.

Result

InPartners got a website that communicates two things that are hard to combine in one message: the professionalism of a financial company (certifications, partners, locations, years of experience) and a calm, non-sales approach to the client. A client looking for a financial advisor lands here and immediately understands that this is not a place for a quick policy sale, this is a place for a long-term relationship.