Financial Services Business needs a new logo design

This is what Holt Partners - Lifestyle Planners was looking for in their logo design

We need a new logo designed for our company which is 28 years young called Holt Partners.
We are financial advisers providing strategic financial and personal advice to our clients in a wide range of areas - we are a professional services company.
Whilst we are not opposed to our current colours, we are also open to new ideas on colour. Think colours of trust and growth.
The final design should communicate financial certainty & peace of mind.
I have included the existing logo & a page from a recent presentation we have developed. We would like to move away from the "pearl" concept and move to an logo that embodies our lifestyle partners philosophy of Living, Lifestyle & Future (per the tree used in the background on the presentation). Read more