Digital Marketing For Financial Advisors, Wealth Managers & Mortgage Brokers

"Initially we started working with JDR for their help with our Hubspot implementation and found the process to be super easy working with our CSM James, who regularly kept us up-to-date with progress and next steps, managed our expectations and answered any questions we had clearly and quickly. A few months later, we reached out to JDR to enquire about help with our marketing strategy and met a few new people like John and Azu. One thing that has stood out to me is the high level of both professionalism and authenticity from working with the team. Meeting with them is creative and fun and makes JDR feel like a natural extension of our existing team. I'd highly recommend JDR to organisations looking to implement HubSpot and also looking to improve their marketing strategy."

"We worked with Amber from JDR group on setting up the Sales Hub for our holiday rental business. We started by mapping our complete sales process from start to finish (quite a job!). Amber then looked at this, understood what outcomes we were looking for and built a system that utilised the most appropriate features from Hubspot. She then taught us how to use these features, build and edit them ourselves, so we can continue to perfect the system."

“We've been working with JDR for around 18 months now and their support has been fantastic. Over the last financial year we have increased leads by nearly 50% and grown sales by over £1m. We certainly couldn't have achieved these results without the dedication and support from the JDR team. Thanks for everything!”

"From the very beginning, the experience was seamless and highly professional. I had the pleasure of training with Amber, who was incredibly knowledgeable and supportive. She provided clear, step-by-step guidance that made the transition to HubSpot smooth and stress-free. The training sessions were well-structured and tailored to our specific needs, ensuring that we were up and running in no time. What stood out the most was their commitment to customer satisfaction. They were always available to answer questions and provide additional support whenever needed. Their dedication to ensuring we fully understood and could utilise the software effectively was truly commendable. Overall, I highly recommend JDR for their exceptional onboarding services. They have set a high standard for what customer service should be, and I look forward to continuing our partnership."

JDR refreshed and redesigned our website: Centreforteams.com. The JDR team were great to deal with and has done an excellent job, we would not hesitate to recommend their expertise.

“The company I work for has used JDR Group for many years. They're a huge help when it comes to uploading something to our webpage. I have also been talked through on how to do things via phone call, with their very friendly and helpful team, and this is a huge help to the organisation as we can upload things as we please. At the same time, if we're ever stuck on how to do something, we can give them a call and they'll do their best to get it sorted straight away! JDR are a very reliable company, and I would definitely recommend!”

“JDR did a great job transforming the marketing for the small business that I run. At every point they explained the reasons behind their strategy and then gave their advice on the best course of action. Then we enacted a plan and monitored the results, so I could see my business leap up the organic google search rankings. We also used Linkedin to target individuals with the right profiles more specifically as I run a fairly niche business (surveying equipment). John, my account manager, was available through the process for ad hoc advice as well as the regular monthly meetings and clearly knew his stuff.”