Client Newsletters for Financial Planners

Newsletters and content to educate, inspire and engage.

Increase trust in your brand amongst your clients by providing them with regular brand touchpoints and thought leaderhip. We offer both bespoke and white-labelled content options here at CreativeAdviser, specifically to clients of financial planners. Get in touch below to find out more.

Great for clients
Content provided
Fully managed by us
Minimal work for you
CA Client Portal

Tailored to your financial planning firm’s logo and colours.

Our background here at CreativeAdviser is in design and branding services for financial planners. In recent years, we have re-positioned to include excellent copywriting services at the heart of our business. That means you can be confident that not only will your content be well-written, but also contain excellent design and presentation.

CA Client Portal
Tailored to your firm
Engaging topics
Bespoke content
White-label solutions
Financial Newsletter Content & Articles

Monthly newsletters. Managed by us & written by financial planning specialists.

Our writing team here at CreativeAdviser includes experienced copywriters in the financial planning sector, as well as practitioners of financial planning. In other words, we have high confidence in your subject matter and can write the “meaty stuff” without it becoming impenetrable to your client base. We make the jargon accessible, interesting and even compelling.

Topics where we have experience, include:

Expat financial planning, QROPS & QNUPS, pension transfers, estate planning, inheritance tax, tax planning, mortages, insurance and protection, wealth management, savings and investments.

For UK-Based Financial Planning Firms

Dedicated guides for the end of tax year, Spring Statement & more.

Specific times of each year can present great opportunities to market to your client base and email list. The end of tax year and Spring Statement are two great examples, and we can provide the content you need during these important periods to inform and add value to your clients. We can present these guides with your logo, colours and contact information – making it your own. We can also advise on the best time and manner to send out your content.
Newsletter Features

Digital integration; ideal for modern, time-poor clients

Wouldn’t it be fantastic if your content strategy not only informed and engaged your clients, but also helped to increase your website search engine rankings? What if it also helped to increase footfall onto your website, and improved your advocacy and referral rates from existing clients?

With our content here at CreativeAdviser, you can achieve exactly those things and more. Our content integrates your newsletter and website content together, helping you draw clients into the content with most interests 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

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.

Ready to engage your clients?

Get in touch for a free quote and project proposal. Start a friendly, no-obligation conversation with a member of our team, today.
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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
Free resources
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If you’re ready, start your project today. Or contact sales on 0117 374 2000.