Client Communication Package

Fulfilling all your client communication needs

Our Client Communication Package gives you access to approximately 40 high-quality publications every year, all professionally written by industry experts and designed by our experienced team. All the content you could ever need will be at your fingertips, taking the stress out of communicating effectively with prospective and existing clients.

Better still, all the materials you’ll have access to will have been pre-approved by compliance, and will be available in a variety of formats including PDF, HTML, Word and – for an extra cost – print.

We work with many of the major networks and service providers to produce client communications specifically for their firms. So, if you’re part of a network or work with a service provider, please let us know and we’ll explain what’s on offer. 

Our professional materials

The materials listed below are ‘ready-to-use’ and can be accessed through our online store:

Quarterly Newsletter

We publish three newsletters every quarter, each of which focuses on a different audience. They are called Your Money, Your Wealth and Your Home Finance. Each four-page newsletter contains a variety of insightful and topical articles on the latest financial trends and news.

Quarterly Magazine

More of a ‘coffee-table’ publication, our 12-page Money and Wealth quarterly magazine is made up of articles from the Your Money and Your Wealth newsletters.

Economic Review

A comprehensive and sophisticated review of the previous month’s economic news. Our Economic Review is available on the first working day of each month.

Commercial Property Market Review and Residential Property Review

These documents will keep your clients up-to-date with all the latest developments in the commercial and domestic property markets, with intelligent commentary on all the key property issues they need to know about. These documents are produced during the third week of every month.

Budget Updates

Produced promptly after the Autumn Budget and Spring Statement, these documents provide a concise rundown of all the important announcements and key issues.

Tax Guide

Updated annually, this document provides a useful summary of any notable tax changes, tax rates for the coming year, deadlines for the year’s self-assessment tax returns, and much more.

Email campaign facility

Sending out the materials to your clients couldn’t be simpler with our easy-to-use email facility. You’ll be able to:
• Send out materials in HTML format
• View a full email report, including information on open and click rates, once your campaign has been sent

Costing only £5* per campaign plus 1p per recipient, which will be charged directly to you when you send a campaign, our facility is both straightforward to use and cost-effective.

One material, multiple uses, maximum impact

One of the best things about our Client Communication Package is the versatility of the materials, which can be used multiple times and in many different ways.

For example, a single newsletter could be emailed out to your clients, with printed copies handed to new clients, as well as individual articles being added to a library section on your website.

What does our Communication Package cost?

The Communication Package costs £800* per year if paid upfront or £80* per month. There’s a one-off set-up fee of £150, but we’ll waive this if you pay annually. The price includes the design of a bespoke panel branded with your company logo and contact details, which we’ll then ask you to approve. We’ll set you up with an account on our online store and upload your bespoke panel so you can access it at any time. Whenever you send out a document to clients, the bespoke panel will be used to brand the document with your firm’s details.

If your firm has more than one office (i.e., there’s another account within the same firm), we’ll charge an extra £40* per month for each account, or an annual cost of £400* if paid upfront.

As well as our range of materials outlined above, we also provide additional materials such as topic guides, which you can add to your Communication Package at a reduced price.

Pay-as-you-go (PAYG) Communication Items

If you want to pick and choose exactly what you want from us rather than subscribing to our Communication Package, that’s no problem – all our materials are available on a pay-as-you-go basis, meaning that you only pay for the materials that suit your requirements.

To set up a bespoke panel with your logo and contact details, and to set up an account for your firm on our online store, we’ll charge a fixed fee of £150*.

Click here for our useful guide outlining the prices we charge for individual documents. The materials are readily available in PDF and print formats on the PAYG online store, but if you require HTML templates, please do just get in touch.

Costs for networks

We work closely with many financial networks, with whom we have agreed certain reductions on our prices. Some networks commission us to produce publications specifically for use by their members. If you are a member of a network, or a service provider, please get in touch to see what we could do for you.

If you’d like to see a demo, order the Communications Package or set up a PAYG account, just call us on 01279 657555 or email us at and a member of our friendly team will be happy to help.

*All costs plus VAT

Client Communication Package - find out more

Please fill in your details below and one of our team will be in touch shortly
  • This field is for validation purposes and should be left unchanged.
Ready-to-use materials