Client-facing publications
Our range of expertly written, compliance-approved content, targeted at different client groups, enables firms to communicate more easily with their clients, whenever they want.
Simple, cost-effective and personalised
Each publication is written by financial services specialists, professionally approved and compliance approved, meaning that you can use it exactly as it is with complete peace of mind. We’ll even add your firm’s logo and contact details as standard, and offer a full recolouring service to bring the publications in line with your brand, making each document unique to you.
We produce publications on a weekly, monthly, quarterly and annual basis, so there is always fresh content available to engage your clients and boost your communications strategy.
With new Consumer Duty rules placing more onus on firms to inform and educate their clients, our publications are an ideal tool in your communications arsenal. We also provide our publications in a wide range of formats, enabling your clients to access the content in a way that feels most comfortable to them.
Our suite of publications
News in Review
// Weekly
News in Review
£30 + VAT
View sample
Economic Review*
*Included in the Client Communication Package
// Monthly
Economic Review*
£55 + VAT
View sample
Business Review
// Monthly
Business Review
£75 + VAT
View sample
Commercial Property Review*
*Included in the Client Communication Package
// Monthly
Commercial Property Review*
£55 + VAT
View sample
Residential Property Review*
*Included in the Client Communication Package
// Monthly
Residential Property Review*
£55 + VAT
View sample
Your Wealth Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Wealth Newsletter*
£75 + VAT
View sample
Your Money Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Money Newsletter*
£75 + VAT
View sample
Your Home Finance Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Home Finance Newsletter*
£75 + VAT
View sample
Money & Wealth Magazine*
*Included in the Client Communication Package
// Quarterly
Money & Wealth Magazine*
£120 + VAT
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Tax Guide*
*Included in the Client Communication Package
// Yearly
Tax Guide - A4*
£80 + VAT
View sample
Pocket-sized Tax Guide*
*Included in the Client Communication Package
// Yearly
Tax Guide - Pocket-sized*
£80 + VAT
View sample
Budget and Statement Updates*
*Included in the Client Communication Package
// Yearly
Budget and Statement Updates*
£75 + VAT
View sample
News in Review
// Weekly
News in Review
£30 + VAT
View sample
Economic Review*
*Included in the Client Communication Package
// Monthly
Economic Review*
£55 + VAT
View sample
Business Review
// Monthly
Business Review
£75 + VAT
View sample
Commercial Property Review*
*Included in the Client Communication Package
// Monthly
Commercial Property Review*
£55 + VAT
View sample
Residential Property Review*
*Included in the Client Communication Package
// Monthly
Residential Property Review*
£55 + VAT
View sample
Your Wealth Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Wealth Newsletter*
£75 + VAT
View sample
Your Home Finance Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Home Finance Newsletter*
£75 + VAT
View sample
Your Money Newsletter*
*Included in the Client Communication Package
// Quarterly
Your Money Newsletter*
£75 + VAT
View sample
Money & Wealth Magazine*
*Included in the Client Communication Package
// Quarterly
Money & Wealth Magazine*
£120 + VAT
View sample
Tax Guide A4*
*Included in the Client Communication Package
// Yearly
Tax Guide - A4*
£80 + VAT
View sample
Pocket-sized Tax Guide*
*Included in the Client Communication Package
// Yearly
Tax Guide - Pocket-sized*
£80 + VAT
View sample
Budget and Statement Updates*
*Included in the Client Communication Package
// Yearly
Budget updates*
£75 + VAT
View sample
A full year of content
For different audiences...
Each publication is aimed at a different client group. For ease of reference, we have categorised them by the publishing frequency:
News in Review
Our weekly roundup of the latest economic and financial news is perfect for financial advisers looking to communicate more regularly with their clients.
Available formats | Cost |
| Personalised PDF | £25 + VAT |
| Word document | |
| Website upload* |
Our News in Review is also available as two annual packages:
| Package | Cost |
| 51 weekly PDFs | £350 + VAT |
51 articles uploaded to your website | £250 + VAT* |
*Price for website uploads applies if we already host or manage your website. If we do not host or manage your website, please get in touch for bespoke pricing.
Economic Review
Produced on the first working day of each month, our Economic Review provides an overview of the latest UK and global economic news, along with an update on the stock markets.
Published: First working day of the month
Available formats | Cost |
| Personalised PDF | £55 + VAT |
| Word document | |
Personalised HTML email template | |
| Printed copies | Please get in touch for a quote |
Business Review
Our Business Review provides a monthly snapshot of what is going on in the small business world. This is a popular choice for financial services and law firms who regularly work with commercial clients.
Published: Second week of the month
Available formats | Cost (per document) |
| Personalised PDF | £75 + VAT |
Word document | |
Personalised HTML email template | |
Printed copies | Please get in touch for a quote |
Our Business Review is also available as two annual packages:
| Package | Cost |
| 12 monthly PDFs | £350 + VAT |
12 monthly articles uploaded to your website | £200 + VAT* |
*Price for website uploads applies if we already host or manage your website. If we do not host or manage your website, please get in touch for bespoke pricing.
Property Reviews
Our Property Reviews comprise two separate documents that provide an overview of the commercial and residential property markets, respectively. These documents are popular with mortgage brokers, property professionals and law firms.
Published: Third week of the month
Available formats | Cost (per document) |
| Personalised PDF | £55 + VAT |
Word document | |
| Personalised HTML email template | |
Printed copies | Please get in touch for a quote |
Financial newsletters and magazines
We publish three client newsletters at the beginning of every quarter:
Your Wealth
Contains articles on investments, the stock market, retirement planning, intergenerational financial planning, Inheritance Tax and more.
Your Money
Contains news articles dealing with all aspects of personal finance, including financial management and wellbeing, pensions, taxation, insurance and more.
Your Home Finance
Contains news articles about mortgages, homeownership and the private rented sector.
Available formats
|
Cost (per newsletter)
|
| Personalised PDF | £75 + VAT |
| Personalised HTML email template | |
Digital flipbook | £40 + VAT in addition to PDF cost |
Printed copies | Please get in touch for a quote |
Magazine
A larger, coffee table publication, this 12-page magazine combines the articles featuring in the Your Wealth and Your Money magazines.
Published: January, April, July, October
Available formats
|
Cost (per newsletter)
|
| Personalised PDF | £120 + VAT |
| Personalised HTML email template | |
Digital flipbook | £40 + VAT in addition to PDF cost |
Printed copies | Please get in touch for a quote |
Tax guide
Our tax guide sums up all your clients’ tax allowances for the financial year in a single, easily accessible document.
Available formats
|
Cost (per newsletter)
|
| A4 PDF | £80 + VAT |
‘Pocked-sized’ PDF | £80 + VAT |
Printed copies | Please get in touch for a quote |
Budget updates
We produce accessible, client-facing review documents summarising the major announcements made by the Chancellor during annual Budget and Fiscal Statements. Quickly produced and available the next day, they are perfect for financial services firms who want to help their clients understand how the announcements will affect them.
Available formats
|
Cost (per newsletter)
|
| Personalised PDF | £75 + VAT |
| Personalised HTML email template | |
Word document | |
Printed copies | Please get in touch for a quote |
For firms who want a full client communications solution, we offer our popular annual Client Communication Package subscription. The package costs £850 + VAT (if paid annually) or £85 + VAT (if paid monthly), which includes the design of a bespoke panel which will be used to personalise your PDFs and HTML email templates.
Our Client Communication Package contains:- 12 monthly Economic Reviews
- 12 monthly Commercial Property Reviews
- 12 monthly Residential Property Reviews
- 12 quarterly newsletters
- Four quarterly magazines
- Annual Budget updates
- Annual Tax Guide
- Access to our email campaign facility, enabling you to quickly and easily send out your personalised email templates.
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To find out how we can help you achieve your marketing goals and grow your business, please get in touch.
