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

Take a look below at our extensive range of publications, their frequency and purpose. They are produced to a pre-agreed schedule. Most of them are available in multiple formats, i.e. HTML email, PDF, Print, Website upload and Word. Many are included in our very popular Client Communication Package (those marked with an asterisk* next to the title). The prices shown under the thumbnail image are for a PDF personalised with your logo and contact details. Some networks and service providers have negotiated discounts or commissioned us to write bespoke publications for their members – please ask when you contact us. You can scroll to the bottom of the page for a more detailed description of the products, their intended audience and for costs of the different formats.

News in Review

One-page, weekly economic and financial news roundup

// Weekly

News in Review

£30 + VAT
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Economic Review*

Two-page, monthly global economic and market update

*Included in the Client Communication Package

// Monthly

Economic Review*

£55 + VAT
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Business Review

Four-page, monthly SME business-related news

// Monthly

Business Review

£75 + VAT
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Commercial Property Review*

Two-page, monthly review of the commercial property market

*Included in the Client Communication Package

// Monthly

Commercial Property Review*

£55 + VAT
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Residential Property Review*

Two-page, monthly review of the residential property market

*Included in the Client Communication Package

// Monthly

Residential Property Review*

£55 + VAT
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Your Wealth Newsletter*

Four-page, quarterly wealth and investment newsletter

*Included in the Client Communication Package

// Quarterly

Your Wealth Newsletter*

£75 + VAT
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Your Money Newsletter*

Four-page, quarterly general personal finance newsletter

*Included in the Client Communication Package

// Quarterly

Your Money Newsletter*

£75 + VAT
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Your Home Finance Newsletter*

Four-page, quarterly mortgage and protection newsletter

*Included in the Client Communication Package

// Quarterly

Your Home Finance Newsletter*

£75 + VAT
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Money & Wealth Magazine*

12-page, quarterly wealth, money and investment magazine

*Included in the Client Communication Package

// Quarterly

Money & Wealth Magazine*

£120 + VAT
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Tax Guide*

Two-page, annual update of tax rates and allowances

*Included in the Client Communication Package

// Yearly

Tax Guide - A4*

£80 + VAT
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Pocket-sized Tax Guide*

A mini, pocket-sized annual tax rates and allowances guide

*Included in the Client Communication Package

// Yearly

Tax Guide - Pocket-sized*

£80 + VAT
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Budget and Statement Updates*

Four-page overviews of the Chancellor’s Budgets and Autumn Statements

*Included in the Client Communication Package

// Yearly

Budget and Statement Updates*

£75 + VAT
View sample

News in Review

Two-page, weekly economic and financial news roundup

// Weekly

News in Review

£30 + VAT
View sample

Economic Review*

Two-page, monthly global economic and market update

*Included in the Client Communication Package

// Monthly

Economic Review*

£55 + VAT
View sample

Business Review

Four-page, monthly SME business world news

// Monthly

Business Review

£75 + VAT
View sample

Commercial Property Review*

Four-page, monthly review of the commercial property marketc

*Included in the Client Communication Package

// Monthly

Commercial Property Review*

£55 + VAT
View sample

Residential Property Review*

Four-page, monthly review of the residential property market

*Included in the Client Communication Package

// Monthly

Residential Property Review*

£55 + VAT
View sample

Your Wealth Newsletter*

Four-page, quarterly wealth and investment newsletter

*Included in the Client Communication Package

// Quarterly

Your Wealth Newsletter*

£75 + VAT
View sample

Your Home Finance Newsletter*

12-page, quarterly wealth, money and investment magazine

*Included in the Client Communication Package

// Quarterly

Your Home Finance Newsletter*

£75 + VAT
View sample

Your Money Newsletter*

Four-page, quarterly general personal finance newsletter

*Included in the Client Communication Package

// Quarterly

Your Money Newsletter*

£75 + VAT
View sample

Money & Wealth Magazine*

12-page, quarterly wealth, money and investment magazine

*Included in the Client Communication Package

// Quarterly

Money & Wealth Magazine*

£120 + VAT
View sample

Tax Guide A4*

Two-page, annual update of tax rates and allowances

*Included in the Client Communication Package

// Yearly

Tax Guide - A4*

£80 + VAT
View sample

Pocket-sized Tax Guide*

A mini, pocket-sized annual tax rates and allowances guide

*Included in the Client Communication Package

// Yearly

Tax Guide - Pocket-sized*

£80 + VAT
View sample

Budget and Statement Updates*

Four-page overviews of the Chancellor’s Budgets and Autumn Statements

*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:

PackageCost
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.

View sample

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

View sample

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:

PackageCost
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.

View sample

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

View sample

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.

View sample

Your Money

Contains news articles dealing with all aspects of personal finance, including financial management and wellbeing, pensions, taxation, insurance and more.

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Your Home Finance

Contains news articles about mortgages, homeownership and the private rented sector.

View sample

 

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.

View sample

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

View sample

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

View sample

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.
We can also quote for bespoke packages of articles and products, so please get in touch if this is of interest to you.

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To find out how we can help you achieve your marketing goals and grow your business, please get in touch.

What we do

Content Distribution