Clients+ provides a range of clients newsletters for financial planners and advisers. Choose between our quarterly branded PDF newsletter called Invested Interests, which offers six timely and helpful articles – complete with great visual design and branded with your logo or our more tailored monthly client e-newsletter.
Invested Interests is written by our experienced team of copywriters. Many of them hail from the world of financial planning themselves. Rest confidently in the quality of your content.
We ensure that we cover multiple financial planning services in each edition including pensions, investments and protection. Topics are also selected in light of current news and trends.
Flexible to use
Looking for a versatile client newsletter? Invested Interests come in an easily downloadable PDF format – allowing you to upload to your website, post on social media or email to clients.
Clients expect to see your visual identity on any newsletter they receive from you. That’s why we make sure each Invested Interests edition can easily integrate with your company logo.
Our team takes great care to ensure a high quality design as well as excellent written content within each client newsletter. Each edition is attractive and pulls in the reader for more.
Financial planning is affected by new rules and regulations. That’s why we take great care to run our newsletters past compliance partners prior to upload onto our Clients+ platform.