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.
Branded and white-label guides for financial advisers
Drawing financial advisers and clients together through the power of guides.
At Clients+, we know that financial advisers are expected by clients to offer them helpful content and thought leadership on a regular basis. Yet the time and resources to do this internally are usually lacking. Our team takes on the legwork for you by providing an online library of ready-made, downloadable guides on a wide range of topics that will interest and educate your clients. They can also be branded with your logo and content details, making them your own.
Some of our recent guides…
Autumn Budget Summary 2021
£150.00The New Social Care Cap: A Short Guide
£150.00A Short Guide to REITs (Real Estate Investment Trusts)
£150.00A Short Guide to Preparing Mentally for Retirement
£150.00A Short Guide to State Pension Top-Ups
£150.00A Short Guide to Wealth Preservation in Retirement
£150.00A Short Guide to Dividends and Tax
£150.00A Short Guide to Asset Allocation
£150.00What is the Value of Financial Advice?
£150.00Investing vs Speculating: A Short Guide
£150.00The Different Types of Pension – A Short Guide
£150.00A Short Guide to Remortgaging
£150.00
Some of our recent guides…
Autumn Budget Summary 2021
£150.00The New Social Care Cap: A Short Guide
£150.00A Short Guide to REITs (Real Estate Investment Trusts)
£150.00
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.
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.
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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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.