Clients+ is a client communications service offering downloadable, branded guides to financial planning firms, by the team at. Our mission is to create high-quality, interesting guides that your clients will read and engage with.
Some of our recent guides…
What is the Value of Financial Advice?£150.00
Investing vs Speculating: A Short Guide£150.00
The Different Types of Pension – A Short Guide£150.00
A Short Guide to Remortgaging£150.00
A Short Guide to the Residence Nil Rate Band£150.00
A Short Guide to Wills, Trusts and LPAs£150.00
A Short Guide to Pension Drawdown£150.00
A Short Guide to Life Insurance£150.00
A Short Guide to Financing Long Term Care£150.00
A Short Guide to Annuities£150.00
A Short Guide to Reducing Taxes in Retirement£150.00
A Short Guide to Estate Planning£150.00
Each guide can be updated to include your own company logo, compliance information and contact details. Make it your own when presented to clients.
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.
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.
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!
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.