Surrey Oaks Wealth Management

Filmed in one 10 hour day, we based our film around interviews with Joel and his sister Kate, Surrey Oaks’ Practice Manager.  This highlighted the family nature of the business and allowed them to talk through their messaging about the business as a whole, their experience, the services they offer, what differentiates them and what kind of clients they work with. 

This was supplemented by an interview with one of their long-standing clients, who – apart from being the best interview subject we’ve ever worked with – gave a genuine and experience-based portrayal of Surrey Oaks and how they have helped him.

We delivered a sophisticated but laid-back film, with an accompanying music track to support this desired tone. The film was led by Joel as the main spokesperson for Surrey Oaks, but the soundbites we took from Kate, and their case study client helped to reinforce the desired messages, as well as subtly overcome the possible objections anyone considering using Surrey Oaks may have.

The intention originally had been to deliver a film of around 3 minutes but the content was so strong that this ended up running to 5 minutes. The end product helped to elevate the perception of Surrey Oaks and the services they provide.