Topic guides
Topic guides are a great way to educate and inform your clients, both existing and potential, about the various financial areas you advise on.
Personalise, add to your website, email or print
You can add them to a resources section on your website to demonstrate your knowledge and build your business’s credibility, email them to referrals or introducers, or even have them professionally printed to hand out at client meetings.
To make life easy, we’ve produced a suite of 22 guides on a wide variety of financial topics. The extent of each guide depends on the complexity of the topic; some are two pages, while others are four or even eight pages apiece.
Each guide can be personalised with your logo and contact details, or we can make further changes to align them with your brand style for an extra cost.
Communicate with your clients
Compliant content for peace of mind
All the guides have been compliance-checked, but of course you’ll need to make sure you’re happy with them before you use them. If you’re a member of a network or service provider, please let us know. In addition to the fact that the guides have been checked by their own compliance teams, members often enjoy a discounted price.
Package prices
The full suite of 22 guides costs just £850 plus VAT for the PDF versions (the 22nd guide will be added at no extra cost). Once you have completed your purchase, you’ll get access to our online store where you’ll be able to download them. While the guides can be easily downloaded with just a few clicks, we also provide a managed service where we’ll download them for you all in one go. This costs £75 plus VAT.
We can also recolour the full suite of guides to better match your brand, which costs an additional £400 plus VAT.
Want updates too?
Of course, the world of finance doesn’t stay still and rules, regulations and tax rates change and so we update the guides to take into account any such changes. For an extra £250 plus VAT, you can access and download any of the updated guides, for 12 months after you initially purchased them. You will also be able to download any new guides we add to the package in that period.
Individual prices
The prices shown under the thumbnail image are for a PDF personalised with your logo and contact details. The price of each one varies according to length:
PDF two-page guide: £55 + VAT
PDF four-page guide: £75 + VAT
PDF eight-page guide: £125 + VAT
To recolour individual guides to better match your brand, costs an additional £40 per guide.
You can also order printed copies or digital flipbooks for an additional cost. Please contact info@tomd.co.uk to discuss your needs with a member of our team.
Package Price
Individual Prices
Individual Prices
Individual Prices
Commercial Lending:
- What is commercial lending?
- Overview of the various types of commercial loans
Commercial Lending
Four-page guide
£75 + VAT
View sample
End of Tax Year Planning:
- Considering your tax planning opportunities
- Don’t miss the deadline!
End of Tax Year Planning
Four-page guide
£75 + VAT
View sample
Equity Release:
- Is Equity Release right for you?
- Weighing up the options
Equity Release
Four-page guide
£75 + VAT
View sample
Package Price
Individual Prices
Individual Prices
Individual Prices
Home Insurance:
- Deciding what type of cover is right for you
- Considering your options at renewal
Home Insurance
Four-page guide
£75 + VAT
View sample
Inflation:
- Measuring inflation
- The impact of high inflation
Inflation
Four-page guide
£75 + VAT
View sample
Inheritance Tax:
- What is IHT and who pays it?
- Current IHT thresholds
Inheritance Tax
Four-page guide
£75 + VAT
View sample
Intergenerational Financial Planning:
- Optimising family resources
- Solutions to intergenerational needs
Intergenerational Financial Planning
Four-page guide
£75 + VAT
View sample
Investing:
- Why should you invest?
- Lessons from the past
Investing
Eight-page guide
£125 + VAT
View sample
Investing for Children:
- Making an investment plan
- Top rips for maximum tax efficiency
Investing for Children
Four-page guide
£75 + VAT
View sample
Investing for the Long Term:
- Lessons from the past
- Long term trend
Investing for the long term
Two-page guide
£55 + VAT
View sample
Investing in Times of Uncertainty:
- Finding the right balance
- Diversifying your portfolio
Investing in Times of Uncertainty
Two-page guide
£55 + VAT
View sample
ISAs:
- Finding the right ISA for you
- Opting for cash or shares – or a combination?
ISAs
Four-page guide
£75 + VAT
View sample
Leaving an Inheritance:
- The benefits of forward planning
- Protecting your family’s financial future
Leaving an Inheritance
Eight-page guide
£125 + VAT
View sample
Life Insurance
- Term insurance or whole-of-life policy?
- Choosing a joint or single policy
Life Insurance
Four-page guide
£75 + VAT
View sample
Long-term Care
- The cost of long-term care
- Funding your care
Long-term care
Four-page guide
£75 + VAT
View sample
Mortgages:
- Finding the right mortgage for you
- How much can you afford to borrow?
Mortgages
Four-page guide
£75 + VAT
View sample
Pensions:
- What types of pensions are there?
- Tax relief on contributions
Pensions
Four-page guide
£75 + VAT
View sample
Receiving a Windfall:
- Handling an inheritance or large bonus?
- How to make the most of your windfall
Receiving a Windfall
Four-page guide
£75 + VAT
View sample
Retirement Planning:
- Your vision for retirement
- Your options and the value of advice
Retirement Planning
Eight-page guide
£125 + VAT
View sample
Sustainable and Ethical Investing:
- Investing responsibly
- The terminology maze
Sustainable and Ethical Investing
Four-page guide
£75 + VAT
View sample
Tax Planning:
- How professional advice can help
- Your wealth, your future
Tax Planning
Four-page guide
£75 + VAT
View sample
The Value of Financial Advice:
- The numbers bear out
- Adding true value
The Value of Financial Advice
Two-page guide
£55 + VAT
View sample
Commercial Lending:
- What is commercial lending?
- Overview of the various types of commercial loans
Commercial Lending
Four-page guide
£75 + VAT
View sample
End of Tax Year Planning:
- Considering your tax planning opportunities
- Don’t miss the deadline!
End of Tax Year Planning
Four-page guide
£75 + VAT
View sample
Equity Release:
- Is Equity Release right for you?
- Weighing up the options
Equity Release
Four-page guide
£75 + VAT
View sample
Home Insurance:
- Deciding what type of cover is right for you
- Considering your options at renewal
Home Insurance
Four-page guide
£75 + VAT
View sample
Inflation:
- Measuring inflation
- The impact of high inflation
Inflation
Four-page guide
£75 + VAT
View sample
Inheritance Tax:
- What is IHT and who pays it?
- Current IHT thresholds
Inheritance Tax
Four-page guide
£75 + VAT
View sample
Intergenerational Financial Planning:
- Optimising family resources
- Solutions to intergenerational needs
Intergenerational Financial Planning
Four-page guide
£75 + VAT
View sample
Investing:
- Why should you invest?
- Lessons from the past
Investing
Eight-page guide
£125 + VAT
View sample
Investing for Children:
- Making an investment plan
- Top rips for maximum tax efficiency
Investing for Children
Four-page guide
£75 + VAT
View sample
Investing for the Long Term:
- Lessons from the past
- Long term trend
Investing for the Long Term
Four-page guide
£75 + VAT
View sample
Investing in Times of Uncertainty:
- Finding the right balance
- Diversifying your portfolio
Investing in Times of Uncertainty
Two-page guide
£55 + VAT
View sample
ISAs:
- Finding the right ISA for you
- Opting for cash or shares – or a combination?
ISAs
Four-page guide
£75 + VAT
View sample
Leaving an Inheritance:
- The benefits of forward planning
- Protecting your family’s financial future
Leaving an Inheritance
Eight-page guide
£125 + VAT
View sample
Life Insurance
- Term insurance or whole-of-life policy?
- Choosing a joint or single policy
Life Insurance
Four-page guide
£75 + VAT
View sample
Long-term Care:
- The cost of long-term care
- Funding your care
Long-term care
Four-page guide
£75 + VAT
View sample
Mortgages:
- Finding the right mortgage for you
- How much can you afford to borrow?
Mortgages
Four-page guide
£75 + VAT
View sample
Pensions:
- What types of pensions are there?
- Tax relief on contributions
Pensions
Four-page guide
£75 + VAT
View sample
Receiving a Windfall:
- Handling an inheritance or large bonus?
- How to make the most of your windfall
Receiving a Windfall
Eight-page guide
£125 + VAT
View sample
Retirement Planning:
- Your vision for retirement
- Your options and the value of advice
Retirement Planning
Eight-page guide
£125 + VAT
View sample
Sustainable and Ethical Investing:
- Investing responsibly
- The terminology maze
Sustainable and Ethical Investing
Four-page guide
£75 + VAT
View sample
Tax Planning:
- How professional advice can help
- Your wealth, your future
Tax Planning
Four-page guide
£75 + VAT
View sample
The Value of Financial Advice:
- The numbers bear out
- Adding true value
The value of financial advice
Two-page guide
£55 + VAT
View sample
// Stay informed
Receive the latest insights, offers and advice to help you help your clients
Get in touch
We’d love to hear from you
To find out how we can help you grow your business and achieve your marketing goals, please get in touch.
