Client newsletters for financial advisers.

Clients+ is a dedicated online portal where financial advisers can log in, browse client newsletters and articles to populate them. Choose between a more personalised monthly e-newsletter or a quarterly PDF newsletter complete with great visual design and integrated with your logo and contact details.

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Expert writers

If you’re looking for writing quality, rest assured that our copywriters at Clients+ are experienced in your sector and understand the jargon. Many are financial advisers themselves.

Great topics

The world of financial advice does not need to be boring. Our team takes time to populate each newsletter with interesting, timely content which appeals and adds value to readers.

Flexible to use

Looking to put your newsletter to multiple uses? Financial advisers can not only select articles for their e-newsletter but can also use them on social media, websites and client emails.


Make your client newsletter your own by integrating your logo on any client newsletter from our content library. Simply choose your content, send us the files and we do the rest!

Beautiful images

Each newsletter at Clients+ is carefully crafted with compelling text and visual design, ensuring a great reading experience for your clients. Each edition is one you can be proud of.


All of our newsletters and articles are checked by our compliance partner prior to inclusion on our Clients+ platform, ensuring that every effort is made to keep these up-to-date.

Branded and white-label newsletters

Make your firm’s PDF newsletter your own with Invested Interests.

Invested Interests is the name for our PDF-based client newsletter, complete with 6 timely articles from our content library and fully integrated with your logo. We can also include your contact details to encourage clients (and their referrals) to contact you for more details – encouraging brand touchpoints and loyalty. All you need to do is send us your logo file after you sign up to Clients+ and we can integrate it for you.

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Looking for a client e-newsletter?

Monthly topical e-newsletters to engage your current clients.

Many financial advisers want a PDF newsletter, which we can provide. However, we also offer a more bespoke monthly e-newsletter. This allows you to choose different articles from the content library and includes a more personalised introduction.

Our team can provide the finished newsletter – ready to use and send internally if you like. Or, we can offer a managed service where we not only design the e-newsletter, but organise the mail-out and subsequent campaign reporting on performance.

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Financial adviser newsletters

Newsletters clients look forward to receiving and enjoy reading.

Looking to send your clients a newsletter which puts your brand in a great light and offers useful answers to their pressing financial advice questions? Each newsletter at Clients+ is crafted with these purposes specifically in mind, resulting in more brand touchpoints and loyalty.

Our newsletters are also designed to encourage referrals from current clients, and include calls to action for new prospects. This makes your newsletter a powerful tool to not only engage your current clients, but potentially draw in new ones too!

Browse Topics and Articles
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How Financial Newsletters Can Help Client Referrals

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