BEST CASE STUDIO

Your current customers are your most effective salespeople

Case studies build instant credibility for financial services companies by showcasing how you've already helped your existing clients. On your website, on LinkedIn, and in your sales materials.Instead of generic claims about "expert advice" that every IFA and accountant makes, prove your value with real client success stories. FCA-compliant and ready to use.

Single full-stack Case Study

£3,500

Get one complete case study with all the assets you need to prove credibility and win new clients. We take care of the interview, content creation, and delivery.

  • 1 Video case study

  • Short testimonial video

  • 5 social videos (LinkedIn-ready)

  • Landing page copy (FCA-compliant)

  • Timeline: 4 weeks

Trio of full-stack case studies

£8,400

Get three for just £2,800 per case study. You get the same as in the single package, but times three. Build a complete credibility library.

  • 3 Case study video

  • 3 Short testimonial videos

  • 15 social videos

  • 3 x Landing page copy (FCA-Compliant)

  • Timeline: 6-8 weeks

Build Trust

Built specifically for financial services companies that need to prove their value to high-value prospects. Case studies tell prospects why they should choose you, from someone they already trust — your existing clients.

Stand Out from Competitors

Case studies are evergreen content that can be shared across your website, LinkedIn, and sales materials. When prospects see real results from real clients, you're no longer "just another accountant" or "yet another IFA".

Close Deals Faster

When prospects don't believe you can solve their problem, sales cycles drag on forever. Case studies shorten your sales cycle by providing instant proof, so you can close deals without competing on price.

Ready to grow your credibility?

Our case study packages are ideal for IFAs and accountancy practices with successful clients ready to share their story. And who understand the value of credibility.Book a no-pressure discovery call to discuss your practice, your ideal clients, and whether case studies are the right credibility-building tool for you right now.

Why Best Case Studio?

Time and time again, finance professionals struggle to differentiate themselves in a market where everyone looks identical. Prospects can't see why they should pay premium fees when "all accountants look the same" or "all IFAs offer the same thing".Best Case Studio is the answer to that problem.Unlike typical video producers, we interview your clients specifically to uncover the stories that resonate with your ideal prospects (the ones who value expertise, not just the cheapest option). We then create FCA-compliant case study content you can use on your website, LinkedIn, and during your sales process.

The Team

Jon

Founder & Copywriter

Jon has spent 7 years helping B2B companies with their copy, content, and positioning, including several FinTech and financial services companies. He specialises in interviewing clients to uncover positioning insights that resonate with high-value prospects.

Alex

Videographer

Alex handles all video production, filming, and editing. With years of experience creating professional video content, Alex ensures every case study looks polished and builds trust with your ideal clients.

Jessie

Compliance Coordinator

Jessie coordinates with your compliance team throughout the process. From reviewing interview questions to preparing final content for your approval, Jessie helps streamline the compliance review process so your case studies are ready for sign-off.

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Our Process

Step 1

The Interview

We interview your clients in person, uncovering stories, results, and examples that will resonate with your ideal prospects and prove your credibility. All questions are designed with FCA compliance in mind.

Step 2

Editing & Writing

Based on this interview, we'll edit the video down into several different formats for different uses. We'll also write compliance-aware landing page copy for your website and a shareable PDF case study.

Step 3

Compliance Review

We coordinate with your compliance team to review all content before finalisation. We'll address any feedback and prepare the materials for your sign-off. Final compliance approval always rests with you.

Step 4

Content Delivery

Once you've approved everything, we share all the files with you. You then have full ownership of the case study content, and can start sharing them on LinkedIn and adding them to your website immediately.

£500 Referral Bounty

Know an IFA or accountancy practice that needs credibility-building case studies? Refer them to us!If they sign and make their first payment, you get £500 cash. No cap. No limits. Just cold, hard cash for quality referrals.

FAQs

From kickoff to final delivery, it should take 2-3 weeks. But it can be delayed if your clients aren't available for the in-person interview at the start of the process. We schedule the client interview at their convenience, then handle all the content creation, video editing, and compliance-aware copywriting. You'll receive drafts for review before final delivery.

We work primarily with UK-based IFAs and accountancy practices, as all interviews are conducted in person. Our expertise is with UK FCA regulations, though we can discuss exceptions on a case-by-case basis.

Our single Full-Stack Case Study is £3,500 (Phase 1 pricing). The 3-pack is £8,400 during Phase 1, which works out at just £2,800 per case study. Prices will increase once we have 3-5 testimonials proving results. All prices are fixed with no hidden fees.

Absolutely. It's perfectly reasonable to start with one case study to test the results, then commission more once you see the impact on your sales process. The 3-pack offers better value if you want to build a complete credibility library from the start.

Most case study writers only deliver a PDF document. We deliver a complete content ecosystem: professional video production, FCA-compliant landing page copy, and LinkedIn-ready social media assets. Everything works together to actually win new clients, not just sit in your drawer.

We work best with established IFAs and accountancy practices who have existing clients and proven results to showcase. If you're newly qualified, we'd recommend waiting until you have a few successful client relationships with quantifiable results.

We focus on three things: competitive differentiation (why they chose you over alternatives), quantifiable results (specific outcomes and value delivered), and trust-building storytelling. Every asset is FCA-compliant and optimised for its specific use case: landing pages for credibility, videos for engagement, PDFs for sales conversations.

We guarantee high-quality, FCA-compliant deliverables that follow proven best practices. However, we can't guarantee specific conversion rates as there are too many variables (your positioning, pricing, sales process, etc.). That said, case studies are one of the highest-performing credibility-building tools for financial services. If yours isn't working, it's usually a distribution or positioning issue, not the case study itself.

Because a huge part of the process is learning about your practice, understanding your positioning, and empathising with your ideal clients. Once we've done the groundwork for your first case study, it's much more efficient to create the rest.

Phase 1 pricing is available until we have 3-5 client testimonials demonstrating results for financial services companies. Anyone who books and pays their deposit at Phase 1 prices is guaranteed this rate for their project. From Phase 2 onwards, prices will be £5,000 (single) and £12,000 (triple).

Best Case Studio is run and owned by experienced copywriter and positioning expert, Jon McGreevy. Jon has worked with several FinTech and financial services companies over the last 7 years, and understands both the compliance requirements and the credibility challenges finance professionals face. He's supported by a trusted video production partner.

For every referral that converts into paid work, Best Case Studio pays out a bounty of £500 to the referrer. There's no limit to how many referrals you can make, or how many bonuses you get. However, there is no second payment for repeat work from the same client, and you can't refer yourself for a cheeky £500 discount.

All interview questions and content are designed with FCA compliance in mind. We avoid creating specific financial promotions, focus on client experience rather than guaranteed returns, and coordinate with your compliance team throughout the process. Final compliance approval always rests with you and your compliance officer.

That's absolutely fine. We can create audio-only testimonials with B-roll footage, written case studies only, or use their voice with anonymised details if required. We're flexible to meet both your needs and your clients' comfort levels.

Book your no-pressure discovery call

We don't believe in the hard sell. If our packages are right for you, great. If not, we'll point you to a better solution.Our discovery calls are informal, and should take no more than 30 minutes. We'll discuss your practice, your ideal clients, and whether case studies are the right credibility-building tool for you right now.

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$500 Referral Bounty

Know a SaaS or tech company that needs great case studies? Refer them to us!If they sign and make their first payment, you get $500 cash. No cap. No limits. Just cold, hard cash for quality referrals.