Topic guides are a great way to educate and inform your clients, both existing and potential, about the various financial areas you advise on. 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 for you, we’ve produced a suite of 21 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.


Package prices

The full suite of 20 guides costs just £850 plus VAT for the PDF versions. Once you have completed your purchase, you’ll get access to our online store where you’ll be able to download them whenever you want. If, between now and 31st March 2023, we update any of the guides, we’ll let you know and you’ll be able to download them at no extra cost.

To recolour the full suite of guides to better match your brand, this will cost an additional £400.


Individual prices

The price of each topic guide varies according to length, as follows.

  • PDF 2-page guide: £50 + VAT
  • PDF 4-page guide: £70 + VAT
  • PDF 8-page guide: £120 + VAT

To recolour individual guides to better match your brand, this will cost an additional £40 per guide.

Purchasers of both the package and individual guides can also order printed copies or digital flipbooks for an additional cost. Please contact to discuss your needs with a member of our team.


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.

To find out more, please contact for a chat.


Ready-to-use materials