Free financial newsletters are included within your monthly website fee, they're to help your market your firm
To assist IFAs with their marketing, IFA Web Pro publish a regular and reliable stream of branded documents for Financial Advisors and Financial Planners:
Winter: Jan/Feb Spring: April/May Summer: July/August Autumn: October/November
We email all brochures and newsletters out individually and upload them automatically to our clients' websites.
All newsletters and brochures are on relevant financial articles, They are all customised with your company name, address, contact details and regulatory statement and come included in your monthly fee.
Helping you stay in touch with your clients - we even brand them with your company details
The content in our newsletters is compliant with FCA guidelines. They are all passed through a number of major compliance companies first, before they are published.
|IFA Web Pro Clients||Brochure only (no Website)|
|Logo and Company Colours||Small Charge||£60|
See some of our customised Budget Reports »
What brochures do we produce for IFAs?
We produce quarterly brochures (branded with your company regulatory details) timed to include relevant financial articles from The Autumn Statement and Budget Reports, including topical information on Pensions and Retirement.
Planning can be key to a successful financial future.
“Thinking about your financial future?”
Focusing on the last Budget, changes to charities and pensions tax relief.
“Are you making the most of your pensions tax relief? ”
Focusing on Retirement, the pitfalls to avoid and the pros & cons of annuities.
“Avoid retirement planning pitfalls”
Looking at the differing ISA products that are available and changes with the Buy-to-Let market.
“Choosing the right Individual Savings Account (ISA)”
Post RDR - meeting the needs of your clients
We've been looking closely at suiting your business needs post RDR. Although RDR reforms have posed new challenges, you can embrace the required changes by improved communication and addressing the increase in client expectation. This will leave you front of mind with clients and prospects, it's all good marketing practice.
We are also able to advise and support you with using an external platform for communication and marketing.