Clients+ is a client communications service offering downloadable, branded guides to financial planning firms, by the team at CreativeAdviser. Our mission is to create high-quality, interesting guides that your clients will read and engage with.
Branded and white-label client guides for financial planners
Bringing you and your clients together with engaging and inspiring guides.
At Clients+, we recognise that there is a deep need for financial planners to communicate meaningfully with their clients. This is why we have developed a series of engaging guides and a platform where you can access the content you need to engage and educate your clients on a regular basis. All you do is log in, download the guide you need as part of your subscription. Simple.
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
Each guide can be updated to include your own company logo, compliance information and contact details. Make it your own when presented to clients.
Expert writers
Each guide is written by an experienced writer – many of whom hail from the financial planning world themselves. You can be confident that the quality of the text is to a high standard.
Beautifully designed
Our content team at Clients+ not only cares about great writing, but also great presentation. In each guide, the reader can enjoy a great visual experience as they read through.
Great topics
Financial services does not need to be boring to read about. Our content team offers a great range of interesting topics across our library of guides, making the reader want more.
Flexible to use
A guide from the Clients+ library can be put to multiple uses. Include it as a resource in an email newsletter to clients. Upload to your website as a helpful resource. Post it to social media!
Frequent updates
The world of financial planning does not stand still. Rules and market conditions change. This is why we commit to regularly updating the guides offered in our library at least once per tax year.
Pension, tax, retirement and savings guides
Financial planning guides covering a broad range of topics.
One of the biggest areas of concern for clients is how they will be able to provide for themselves over the long term, enabling financial freedom and stability well into their later years. Our range of guides covering pensions, investments, retirement and more could be a great resource to help.
Available in PDF and flipbook formats that can be attached in an email to a client or posted on your website or portal. Our guides at Clients+ can be a great way to address pressing questions and concerns – saving you time and building long-lasting relationships of trust.
Branded and white-label guides
Branded PDF guides designed to raise the profile of your firm.
In today’s digital world, clients increasingly expect financial planners to provide thought leadership and to provide value before a transaction. This takes time and attention that, frankly, many financial planners do not have.
At Clients+, we solve that problem by offering branded guides for you to download and include on your wide range of marketing and communications channels. Build your very own content library on your website, newsletter and other accounts today.
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Financial planning guides
A range of guides to easily engage and educate your clients.
Financial planning is a broad topic with many rich sub-topics to discuss with clients and educate them about, for their benefit. The beauty of Clients+ is that our guides take away much of the heavy lifting involved with doing this yourself.
Has a client approached you with a question about how to plan for their long term care, as an example? Send them a branded guide from Clients+ to lay the groundwork for a potential future discussion, allowing you to both get more out of the meeting.