Client Newsletters for Financial Firms

Newsletters and content to educate, inspire and engage.

One of the best ways to inspire trust and confidence from clients is to provide them with valuable, engaging content. That’s where our client newsletters come in. Whether you need bespoke, original content for regular email campaigns, or white-labelled guides and articles from our content library, we can help.

Great for clients
Content provided
Fully managed by us
Minimal work for you
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Beautifully designed and branded with your firm’s logo and colours.

At CreativeAdviser, we are a creative agency which puts high-quality design at the centre of our work. So not only do you get well-written content to give to your clients, but you can also be confident that it looks great as well – seamlessly integrating with your logo and visual identity.

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Tailored to your firm
Engaging topics
Bespoke content
White-label solutions
Newsletter Features

Concise and attention-grabbing, perfect for time-poor clients.

Most clients will not read long newsletters in their inbox. Our newsletters are designed to be concise and attention-grabbing, providing snippets of your articles within the email which link through to the full content on your website. This way, clients can quickly choose and read the topics which interest them.

Fully managed by us

We write all the content, send it to your email list on your behalf and optimise it in light of campaign data. You just need to review and approve the work.

Approved content calender

Our team can craft a bespoke content calendar for your newsletter, ensuring the content connects powerfully with your own, unique clients.

4x engaging articles

Every edition of your newsletter contains up to 4 articles on different topics – each comprising up to 1,000 words of clear, engaging content.

Surveys, factsheets & more

Provide further, ongoing value to your clients and drive conversation by including surveys, industry factsheets and more within your newsletter.

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Client newsletters and email marketing for…
Financial Advisers (IFAs)
Financial Planners
Wealth Managers
Finance Brokers
For IFAs, Financial Planning Firms and Wealth Managers

Special editions for the end of tax year, Spring Statement & Autumn Budget.

Our client newsletters not only provide ongoing, valuable content to clients throughout the year. They also feature updates and content leading up to important annual landmarks, including guides and articles about the End of Tax Year as well as the Autumn Budget. These are presented to clients with your own logo and colours, making them your own and reinforcing your value proposition.
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Financial Newsletter Content & Articles

Content and articles included, written by our team of industry specialists.

Our copywriters include in-house specialists as well as authorised financial advisers with decades of industry experience. At CreativeAdviser, we know the jargon but help you avoid it to properly engage your clients. Get hold of insightful, engaging newsletter content without funding the learning curve of a generic copywriter.

A range of specialist topics
Pensions and retirement, investments, EIS / SEIS, inheritance tax, pension transfers, QROPS, business financial planning, wealth management and more. Our writers can write about it.

Choose between bespoke or white-labelled content
Whether you need pre-written articles from our content library, or something more bespoke, we have the resources and capabilities you need to serve your clients.

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Free resources
Financial Newsletters

Does Your Financial Newsletter Have These 6 Key Components?

A newsletter is one of the best ways for financial firms to engage its client base and encourage referrals. Yet, is your financial newsletter being used to…
Financial Newsletters

Financial marketing: avoid these common lead magnet mistakes

A lead magnet is a resource - or something of value - that you offer to your audience, with the intention that their acceptance turns them into…
Financial Newsletters

8 tips to create a great IFA newsletter

One of the most powerful ways for an IFA to communicate with current clients (and reach prospective ones) is via a newsletter. Yet how do you ensure…

Frequently asked questions

Who writes the content for your financial newsletters?

Our content is completely written by us and our extended network of financial services writers. The articles you receive can be either pre-written (from our content library) or unique to your brand. The latter can be hosted on your website, providing additional search engine benefits. Our writers are highly experienced in the financial services industry and can assist on a wide range of topics including pensions, tax planning, foreign exchange, inheritance tax planning, investments and more.

Is all of the content compliance checked beforehand?

In our experience, financial advisers and other firms have their own compliance arrangements and like to use these to sign content off. Moreover, their respective compliance checks tend to come back with varying degrees of feedback. So we find it best if our copywriters produce the content, check for spelling and grammar, do a final fact-check and then send to you for compliance to review. This lets you focus on your business whilst your content production works in the background.

Is there any flexibility with the frequency of your financial newsletters?

Our financial newsletters work best when they provide a regular touchpoint between your brand and your clients. Our packages therefore recommend running your bespoke newsletter on a monthly or bi-monthly basis. However, we are happy to discuss an alternative frequency with you if you believe this would suit your clients better (e.g. quarterly). Please get in touch to speak to one of our newsletter specialists to discuss your campaign needs.

Can we run multiple newsletters at the same time?

The off-the-shelf packages we offer are focused around a single financial newsletter, although our Enterprise plan allows you to send out to multiple segments on your list. If you are looking to run multiple, regular financial newsletters to a number of email lists or segments then we can provide a bespoke package if you inform us about your needs. For instance, larger financial firms with different financial services divisions might benefit from this solution.

How do you send out the newsletter?

We use MailChimp as our newsletter delivery system to your clients. This is where we design and build your newsletter prior to review. It is also where we build your campaign for the month, and generate the engagement report once your financial newsletter has been sent off. Sometimes clients already have a MailChimp account which they are happy to give us access to. Others will likely need us to set one up for them, which we are glad to assist with.

How do you choose topics for the newsletters?

A range of factors goes into choosing topics for a bespoke newsletter. Generally speaking, we agree a content calendar with you ahead of time, to cover the next 2-3 months. The topics are partly chosen based on what you believe your clients will be interested in, or worried about. Other considerations will be current trends in the news, and important keywords you might wish to go after in Google search in order to increase your search engine rankings.

Do we contribute content to the newsletter ourselves?

Sometimes clients want to include content they have written within the financial newsletters we send out. If you would like to contribute in this way to your own newsletter in addition to the content we write, then you are of course welcome to do so! Others simply want to let our writers get on with things, which is also fine. Occasionally, we might ask you to write a short message to your clients when appropriate (e.g. a short festive message leading up to Christmas).

Do the newsletters work on mobiles and tablets?

Your clients will be able to read the content we send in our financial newsletters regardless of the device including mobile, tablet and desktop. Since our newsletters do not contain articles as attachments, this means your emails are more likely to pass your clients’ spam filters and actually arrive in their inboxes. Please note that we test your newsletter on multiple devices and platforms prior to sending to your clients, to ensure as much as possible that it renders properly.

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”After a thorough procurement process I settled on CreativeAdviser and was ultimately delighted with the choice. Their almost uncanny ability to understand my need and intentions was met with a quick and attentive delivery process. Importantly, they were also a pleasure to work with. I happily recommend them.

John Featherby, CEO - Shoremount