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Post Brexit Newsletter

1st July 2016

Post Brexit newsletter for IFAs

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

Personalised Budget Reports for IFAs

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

The Budget Report - Free branded newsletters for IFAs with your monthly website fee of 40 pm

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



Free client newsletters for IFAs with all our adviser websites

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.

Free Client newsletters

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



Summer Brochure 2015

5th August 2015

branded newsletters for IFAs - Summer Brochure 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



Helping IFAs keep in touch with their clients : Budget Report 2015

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”.

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Brochures 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

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The Adviser - Winter 2015

Add Winter Adviser Newletter to you website and let us help you with your marketing

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 added to your IFA website by 5pm 3rd December

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!

Demonstration Copy »

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