A collection of branded and white-label guides for financial advisers.

Clients+ is a content service and exclusive online content library for financial advisers, by the team at CreativeAdviser. We exist to provide compelling, beautifully-designed guides for your clients to read on your website, newsletter and social media.

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Some of our recent guides…
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Some of our recent guides…
Browse All Guides

Brandable

Our Clients+ guides include the ability to integrate your company logo, compliance statement and content details – increasing your perception as a thought leader when clients read them.

Expert writers

The text within each guide is written by a seasoned copywriter. Many even have experience as financial advisers themselves. Never sweat about whether you will be funding a learning curve.

Beautifully designed

Design matters. That’s why our team puts just as much care into the aesthetics of your guide as it does the written content – including compelling images and photography for reading pleasure.

Great topics

Many perceive financial services to be a dull sphere, yet there are many exciting topics and angles to offer your readers. Each guide is positioned for maximum interest and engagement.

Flexible to use

Our PDF guides are ready for download and can be used across many marketing platforms and channels including your website, social media accounts and client email communications.

Frequent updates

Financial advisers need to communicate with clients because the financial landscape constantly changes. That’s why our guides are updated at least once per tax year to stay relevant.

Financial adviser guides

A selection of high-quality financial adviser guides for your clients.

Looking to educate your clients on the value of financial advice? A PDF guide from Clients+ could be the perfect resource for them to read – complete with your logo. Our library covers a wide range of topics including pensions, investments, protection and more.

If a client has approached you about a particular question pertaining to financial advice, then offering them a guide could be a great way to lay the foundation for further discussion. Offer it via your website, emails, social media accounts and more.

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Pension, tax, retirement and savings guides

Guides covering a broad range of topics on financial advice.

One of the biggest areas of interest (and confusion!) for clients is the realm of pensions and retirement. Our Clients+ library has you covered. Our portal contains a wide range of topics such as pension transfers, consolidation, SIPPs and more.

The guides are offered in PDF format, but can also be presented to clients in an online “flip book” version for a compelling digital experience. Each guide in our library is also subject to a yearly review to keep the content up-to-date for compliance purposes.

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Branded and white label guides

Branded PDF guides designed to keep your clients informed.

Clients increasingly expect financial firms to offer thought leadership which shows them that their adviser cares about their wellbeing. This takes time, skill and resources to produce – which are in limited supply for a financial adviser!

Clients+ takes away that legwork by offering the PDF guides and thought leadership you need in one easily-accessible place. These can be integrated with your logo, contact details and also your compliance statement to keep them relevant and targeted to your own clients.

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Client Branded Guides

5 Ways to Use Financial Planning Guides on a Website

Content marketing for financial advisers should be easy. Accountants, planners and advisers have so much valuable information to offer their customers. But sharing that
Client Branded Guides

6 Hallmarks of a Great Financial Planning PDF Guide

Financial planning PDF guides are an invaluable source of content. They add value to your clients, solve their pain points, help to position you as an industry…
Client Branded Guides

4 Ways Financial Planners and Advisers Can Engage Clients With Branded Guides

Branded financial guides and reports are one of the most overlooked aspects of client content by financial planners and advisers. They’re engaging, high value to your clients,…

If you’re ready, create a free account today. Or contact sales on 0117 374 2000.