Blog : Newsletters
Category
Post Brexit Newsletter
1st July 2016
Adviser Summer 2016
In this issue we focus on your pension post Brexit, the new LISA and the risks of inheriting without a will.
“Hello LISA and Post Brexit”
What tends to happen during periods of market uncertainty and shocks like this is that everybody assumes the worst, but the reality is that the fundamentals usually aren't as bad as people think
1st April 2016
Personalised Budget Report
You can purchase a branded brochure that includes your logo and is customised to your company colours.
Price: £20 (clients) or £70 (non clients). No VAT.
Price
| IFA Web Pro Clients | Brochure Only (No website) | |
| Company Details | Free | £50 |
| Logo and company colours | £20 | £70 |
Personalised Brochure
18th March 2016
Your 2016 Budget Brochure
Your branded Budget reports are on their way, they have been passed by a number of compliance officers and have been emailed out to you. They will be on your website in the next day or so.
If you currently don't receive a branded quarterly newsletter and would like to just let us know, they are free with your monthly website fee of £40.
Budget Brochure
Autumn Brochure 2015
22nd October 2015
Newletters for IFAs
Your Autumn Brochure will be hitting your inbox today.
Regular financial newsletters you can send to your clients to help you to keep in touch.
In this issue we focus on some of the savings and investment changes taking place in April 2016: Tax free Personal Saving allowance, tax on savings interest and the new dividend tax.
Branded Quarterly brochures are included with all our adviser websites.
It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.
Let us help you keep in touch with your clients
Take a lookSummer Brochure 2015
5th August 2015
Free Branded Brochures
Your summer brochure for your clients has arrived. It will be on your website (or with your compliance officer if you're not directly regulated) and emailed to you. Client newsletters can be a useful marketing tool by helping you to keep in touch with your clients and. If you're not receiving our quarterly branded newsletters (for YOUR Clients) and you'd like to let us know. They're free, it's all part of our service.
It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.
Let us help you keep in touch with your clients
Take a look
Budget Report 2015
25th March 2015
Being emailed out to you!
We have just finished drafting our Spring Newsletter, which contains news from the 2015 Budget Report.
It has just been passed by our preferred compliance company to give you peace of mind, before we can add it to your website.
Latest Newsletter for IFAs to keep in touch
The last Budget was seen as the “Pension Budget” this one is seen as the “Savers Budget”.
Read MoreBrochures for IFAs, what to expect when
12th February 2015
Spring / Budget Newsletter: Second Week in April
Summer Newsletter: Last week in July
Autumn Newsletter: Last week in October
Winter / Autumn Statement: Second week in January
Read MoreThe Adviser - Winter 2015
19th January 2015
We have just produced our Winter newsletter for Advisers. It will be emailed to you and automatically added onto your website this week. It's full of financial articles to show your worth to your clients, a very useful marketing tool.
All newsletters are branded with your company details and regulatory statement. They are free of charge and automatically added onto your website.
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Autumn Statement
3rd December 2014
George Osborne gave his annual Autumn Statement to Parliament on 3rd December 2014.
We created each of our clients a 6 page Brochure after the speech, which we emailed out that day (and also added to client's websites for all clients who choose to have a newsletter page). We included free branding with each of our Autumn Statement brochures (Company details and regulatory statement) for all of our clients.
There is no charge for a branded copy of our Autumn Statement brochure, it is all included within the monthly fee for your IFA website. We believe in the importance of supporting our clients to stay within budget.
...now to put our feet up, a very well deserved rest is very much needed!
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