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

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.

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


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.

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.

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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.

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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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Client Branded Guides

4 Ideas to use Your Financial Planning Guides

PDF guides can be a fantastic tool for financial planners wanting to engage their clients and prospects. Not only can you design them to perfectly reflect your…
Client Branded Guides

6 Ways Financial Planning Guides Will Help Your Business Stand Out

Effective content marketing for financial advisers is all about finding new ways to make your financial planning firm (and your financial planning content) stand out. One great…
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

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