Finance Presentation Design Agency -

Finance Presentation Design

Your finance presentation is incredibly important. At the end of the day, the bottom line is in the numbers. You need to show the data in a way that doesn’t make people fall to sleep but piques interest and makes them understand the key message behind numbers. And the way you present them, the narrative you’re driving at, makes all the difference.

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Our collective professional experience and expertise of more than 25 years helps us bring numbers to life. You’re the expert in data. We’re in the experts in presenting it. We’re able to make your finance presentation more palatable by laying them out with stunning and easily digestible figures, charts and graphics. We take the numbers and craft narrative for seamless transitions and understanding of the message behind the numbers. We bring the bottom line home in a way that everyone watching your presentation will understand.

Our portfolio

The client is at the heart of everything we do. Our on-going relationship with our clients, old and new, enable us to continue delivering results globally. We are proud to have delivered presentations across multiple ranges of industries and events, including design, sales & pitch decks, redesigns and infographics. Hover below to take a look or see them all here.

Arla Foods

Mack

Sainsbury's

Bulgari Hotel

NHS

RS Components

Northacre

NFU

Exclusive Contract Services

DLL Financial Solutions

EVA

UNILEVER

MITEK

SENNHEISER

SAMSUNG

NORWEGIAN CRUISE LINE

MARINA PROJECTS

LET GO LANGUAGES

HID

HFW

Axil

G4S - USE

MAG

Regent

SSI-Shaefer

3Keel

Apetito

Coca-Cola

William Blyth

Electrical Safety First

Agrimetrics

ArdaghGroup

BritishCouncil

BWW

Cipher

CISL

Clean Air Fund

DP World

zooplus

Why PRESENTATION EXPERTS

Finance presentations aren’t everyone’s favourite. But they’re necessary and important. There are many factors to consider. The information needs to be accurate and relevant. The right graphics and charts and images need to flow. And you can’t overburden those who aren’t finance experts with the data.

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Finance presentation experts like us can help make the numbers more vivid, interesting and enjoyable. We understand there’s power in numbers. Our experts will work with you to understand the key drivers. We’ll take raw financial data and create a presentation that resonates with the audience. By the end, they’ll have taken in all the important information and the key message and bottom line behind the all-important numbers.

Professional Finance Presentation Designers

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Deliver key financial data with our expertly designed finance presentations. Whether you’re presenting to stakeholders, preparing for board meetings, or summarising financial results, our templates provide everything you need to communicate complex financial data clearly and effectively. Our free financial presentation template is a good start however, you might want to consider a more professional and detailed presentation design for some of these key areas;
- Quarterly earnings reports
- Annual shareholder meetings
- Investment pitches
- Budget meetings

Why Are Financial Presentations Important?

Financial presentations are crucial across various levels of an organisation for several reasons:

Full Transparency – They provide a clear view of the financial health of a business, fostering transparency and trust among investors, shareholders, and internal teams.

Strong Strategic Decisions – Effective financial presentations are essential tools for guiding strategic decisions and helping leaders understand financial positions and future projections.

Effective Stakeholder Communication – These presentations are key to communicating with stakeholders about where the money is being spent and how the business plans to grow financially.

Accurate Performance Measurement – Regular financial presentations help measure the performance of a business against set financial goals and benchmarks.

What Should Be Included in a Financial Presentation?

Creating a compelling financial presentation involves several key components that should be tailored to the audience’s needs and the presentation’s objectives:

A Short Executive Summary – Start with a clear and concise overview that highlights the most critical financial findings and conclusions.

A Detailed Breakdown of Financial Statements – Include detailed slides on income statements, balance sheets, and cash flow statements.

Month-on-Month Budget Analysis and Financial Health Indicators – Provide insights into budget variances, financial ratios, and key performance indicators.

Future Financial Forecasts and Projections – Share forward-looking insights based on historical data and predictive analytics.

Risk Assessment – Discuss potential financial risks and the strategies in place to mitigate them.

How to Deliver a Powerful Financial Presentation

Delivering a financial presentation effectively requires more than just accurate data—it demands clarity, engagement, and impact:

Know Your Audience – Tailor your presentation to the knowledge level and interests of your audience.

Simplify Complex Information (Less is more) – Use graphs, charts, and infographics to make complex data easy to understand.

Practise Your Delivery – Rehearse your presentation multiple times to refine your delivery and timing.

Engage Your Audience With Confidence – Use clear, confident language and maintain eye contact to build credibility and engage your audience.

Handle Questions Skillfully (Prepare before hand) – Be prepared to answer questions and provide further clarification on your data and thought processes. There’s no perfect way to determine the questions you will get asked however, before you presentation prepare for what you think has a good chance of being asked. By doing this you will be as prepared as possible for challenging questions.

Our creative process

Listen

Understand the brief

Think

Develop solutions

Create

Initial concept

Design

Presentation design

Deliver

Final tweaks and delivery

What our clients say

Marketing Manager, V Group

"We engaged Presentation Experts to help us get our message across in an impactful presentation that would really engage our audience at a critically important leadership event, and they did not disappoint! We were really impressed with the final presentation which really helped cement our market position and I will definitely use them again for presentation and marketing requirements."

Senior Account Manager, Robot Foods

"Presentation Experts are a trusted partner that we can’t do without. They are our go to for any client Powerpoint programming needs! They have a tailored and flexible approach to each project, which makes working with them a collaborative team effort."

International Marketing Manager, G4S

"Campaign looks awesome - I love it :) Thanks very much! YOOOOU ROCK STAR!"

Senior Communications Manager, WFA

"Can’t tell you how much we appreciate the support and fast turnaround – knowing that you were racing to finish other things for us at the same time. We’re very lucky to be working with partners like you."

Managing Director, Investor Relations, GHO Capital Partners LLP

"A huge thank you from all of us at GHO. We really enjoyed working with you during a very hectic period and appreciate all of the effort you put in and the quality of presentations. With so much going on, it made a big difference to have someone we could rely on.”

Senior Consultant, 3Keel

"Presentation Experts were able to turn round the Report in a very short space of time, and were very responsive and flexible to any further edits that we had which made finalising the document and publishing it a very straightforward process."

Head of Technical, Sainsbury's

"I have received the printed manual. It is BRILLIANT!! I love it - Thank you so much!"

Head of Commercial, Vitacress Herbs

"This is so great, thank you! love these designs! I was so excited reading through it all!"

Marketing Director, Hooyu

“I decided it was time to try a different PowerPoint agency and a Google search led me to Purple Patch. The team of Carley and Lucie were super responsive, great at digesting the brief and delivered back several options for each brief really quickly. The value to me though was that what they served up as a response to brief was invariably right first time. Highly recommend.” Hooyu now Mitek Systems.

Simon Hinks, Sainsbury’s

“Thanks for this – it looks great (you guys are just brilliant at converting one lines of guidance into great slides)!”

Yulander Charles, NHS

“A BIG THANK YOU to you and your team for the hard work put in to making yesterday’s presentation a success, it went really smoothly and the execs and delegates feedback that it was excellent.”

Simon Davis, Sainsbury's

“It has been a pleasure working with you and you have always delivered – A lot of companies don’t have the consistent high quality standards that you have!”

Finance Presentation Design Agency in London

Finance Presentation Design

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