Marketing for advisers, fund managers and networks

Specialist financial marketing services

At TOMD, our multidisciplinary team has vast experience in all aspects of marketing for financial advisers, fund managers, networks, service providers and other financial professionals. We work with around 1,500 firms, ranging from small advisory firms to large corporates, advising on marketing strategy, producing bespoke and template websites, designing logos, stationery and other marketing collateral, managing their social media and producing professional content to enhance their client communications.

In such a highly regulated industry, many of our clients were nervous about marketing before they began working with us; the need to adhere to strict compliance rules had previously discouraged them from expanding and enhancing their marketing presence and content strategy. Our content specialists, however, spent years working in financial services prior to joining TOMD, and have the experience and qualifications needed to ensure our content meets these exacting standards. The head of our Technical & Content Team is a Chartered Wealth Manager and has worked in the industry for over two decades.

Over the past years, and especially since the onset of the pandemic, there has been increasing pressure on financial professionals to embrace digital change. No longer dependent on geography or word of mouth, consumers have search engines, social media and online directories at their fingertips to find the services that best suit their needs. We help our clients develop a brand, build a strong online and social media presence, and identify and exploit the best online marketing channels for their business.

Marketing professionals you can trust

Our long history of marketing for the financial sector means that we understand the particular challenges common to many firms, and how to surmount them with a strong marketing and content strategy.

We can assist you with:

  • Undertaking a marketing audit and developing a relevant strategy
  • Ready-to-use and bespoke content for your client communication needs
  • High-quality newsletters and magazines, monthly economic, business and property reviews, and a range of other professionally designed publications to send or email to clients
  • Developing and maintaining modern, responsive websites to suit your needs and budget
  • Developing engaging social media campaigns
  • Writing and distributing email campaigns
  • Branding, logo and stationery design
  • And any another marketing requirements you may have.

To find out how we can assist you, simply email us at or call 01279 657555.

Ready-to-use materials