Client newsletters for financial planners.

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.

Get Started

Expert writers

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.

Great topics

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.

Brandable

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.

Beautiful images

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.

Compliance-ready

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.

Branded and white-label newsletters

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

Whether you opt for a PDF newsletter or a digitally-based newsletter, we make sure that your logo and compliance information can be easily integrated. 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+ (after telling us which newsletter you need) and we can integrate it for you.

Browse Previous Editions
Looking for a client e-newsletter?

Monthly topical e-newsletters to engage your current clients.

At Clients+ we also offer an e-newsletter for financial planners. Here, you select a range of articles from our content library and upload them to your website. We then design the newsletter to link to these articles – including a personalised introduction, your branding and snippets from the articles to tease the reader to click.

This approach is a great option for financial planners who not only want to engage their current clients, but also encourage website traffic and engagement. There can also be a social media benefit too. You never know who might read an article on your website and decide to share it!

Get In Touch
Financial planning newsletters

Newsletters clients look forward to receiving and enjoy reading.

Do you want to offer clients a newsletter that they look forward to receiving and enjoy reading? At Clients+, we put great care into creating a great impression for your clients. With our Invested Interests newsletter, each page is crafted for maximum impact.

The broad range of topics covered makes the newsletter a great resource for clients to consume over a hot cup of coffee, or tea. Each article included leads with value – offering helpful insights and information on key financial planning topics which may affect them.

Browse Topics and Articles
Client Newsletters

Newsletters for Financial Planners: Your Content Audit Checklist

If you’ve ever wondered what to include in your newsletter, you’re in the right place. Newsletters, for financial planners, are a great marketing move. But if your…
Client Newsletters

How Financial Newsletters Can Help Client Referrals

Client referrals are one of the easiest ways, on the part of the financial planner, to attract new business and build your customer base. But how do…
Client Newsletters

5 Ways to Create Great Headlines for your Financial Newsletter

Headlines are the one aspect of your copy that you can guarantee everyone will read. They are the key to creating engaging content, that will pull your…

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