Balance began because founders, Alex and Gareth thought there was a need for a specialist agency in financial services. Both had worked in the industry and knew the complexities of compliance in financial services, which usually resulted in less creative and innovative marketing strategies being adopted. But with the right knowledge of the industry, and the creative minds behind the Liberty Marketing Group (LINK) already established, there was an opportunity.
Over the last two years, since Balance launched, our client list has continued to grow, we’ve achieved results that have exceeded expectations, and we continue to host education webinars. We couldn’t be happier with where the business currently is. This was recognised this month when we won the Digital Marketing Agency of the Year award at the Financial Promoter Awards 2024. Then two weeks later we won Start-Up Agency of the Year at the Search Awards UK.
We were given feedback from the judges that we’d like to share here to show off, but also to demonstrate the kind of work we achieve for the clients that we work with:
“Clear that the agency was able to offer differing approaches to each client and ‘think outside the box’ to try new things in terms of media outlets and recycle content”.
“Digital performance data demonstrates an improvement on past activity, which infers skill set and capability”.
“Each case study demonstrated differing approaches which shows they are not a ‘one size fits all’ agency. A clear understanding of the client’s needs to increase website traffic, Google rankings, repurpose content and different media publications to target”.
No client is the same, we treat each one’s KPIs as our own, as we should. Our team of expert’s skill and knowledge in the digital marketing channels is a testament to this award. They are the ones who think outside the box and bring innovative approaches that differ for each of our clients.
Gareth Morgan, co-founder, said this after receiving the award, “It validates our belief that Financial Services has a need for a more specialist kind of marketing agency, one which combines creativity with compliance, to deliver much stronger work across digital marketing channels.”



