Newsletters Made Specially For Financial Advisers

Are you looking to engage your client base with compelling, unique content? At CreativeAdviser, our team specialises in creating amazing articles and newsletters which provide stimulating reading for your clients, increasing your brand authority and advocacy.

Regular newsletters make people feel like they’re part of your business and build trust. Whether you want to write copy yourself and have us help with managing your newsletter, or you want a full-service newsletter solution, our experienced team can help.

Increase Your Search Engine Rankings

Our approach to financial newsletters essentially combines email marketing with search engine optimisation.

This means that not only will your clients be engaged by the content they receive from you in their inbox. The content is housed online, allowing it to be picked up by search engines – therefore increasing your website traffic and rankings.

Our digital marketing consultants work with you regularly to create an effective strategy to optimise this strategy, helping you increase client engagement, increase your brand awareness and exposure, and drive more referrals.

One of our newsletter templates used in financial marketing

Flexible Packages

Some IFAs want us to write all of the content for their newsletter. Others want to contribute their own thoughts and articles. Whatever your needs, we can devise a package which works for you.

We care of all the technical stuff. We’ll design your bespoke HTML e-newsletters based on your firm’s logos, branding and colour scheme. Every template carries your contact details and website address.

Our service includes weaving in special promotions, offers and vouchers that will drive traffic to your website. We’ll also add “Share with a friend” buttons too, enabling you to increase your referral opportunities from current clients.

Promote anything from articles, events or even featured funds, all of which can be linked through to your website. Weekly, monthly or quarterly – you decide how often you publish.

Complete Set-up And Integration

Do you have a customer relationship management system (CRM) that you want to integrate with your financial newsletter? Or perhaps you use a marketing platform like Hubspot, which you want to link things together with your campaign?

We set-up the campaign for you, taking care of everything from importing contacts to integrating a sign-up form into your website. We work with you to create incentives to encourage people to sign-up for the newsletter.


Easy Management & Actionable Data

We use a range of popular email platforms (MailChimp, Constant Contact and iContact) to create and send email campaigns. Not only does this facilitate integrations with third party software, it also helps you create and manage adhoc campaigns yourself.

Every month, you receive clear reports about how your financial newsletter is performing. Our online Portal gives you access to bounce rates, open rates and click through rates. The system also enables you to view your website’s search engine rankings over time, as well as Analytics data such as website traffic and behaviour.

Start your project

CreativeAdviser has over 25 years experience in the financial sector working with a broad range of Financial Advisers, Financial Planners, Investment firms and Wealth Management companies from around the UK.

Get in touch today and discover how we can help you.

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Financial Newsletters

Happy Clients. Happy Adviser.

Are you a financial adviser or financial planner looking to engage your clients with a regular, high-quality newsletter? Look no further. At CreativeAdviser, we specialise in bespoke newsletter design and management for IFAs.

Our monthly newsletter solution enables you to provide a regular touchpoint with your clients, using high-quality content including branded articles, infographics and videos.

Completely managed by us. Less work for you.

All of the content for our financial newsletters is written by our specialist copywriters. The content you receive will be seen nowhere else, giving you a unique voice in a market saturated with recycled eBooks and articles.

The great news is, you can be as involved as much or as little as you like. Feel free to contribute your own articles your financial newsletter. Or, simply let our writers get on with it and simple sit back, review the work, and watch your newsletter go out.

A financial newsletter tailored to your firm.

The client in your monthly, client newsletter will appear as completely yours. We integrate your logo, corporate colours, brand imagery and identity into each monthly newsletter we create, manage and optimise.

Regular articles from experienced writers

Having spent over 25 years serving the creative needs of IFAs and other financial firms, our team is well-versed in your industry language, landscape and client-base.

Not only do we keep your content topical through links to current trends and media coverage. We provide unique content which addresses different pain-points across your client base, increasing your brand appeal and social sharing potential.

High-quality videos integrated into your newsletter

Many financial newsletters available to you on the market offer recycled, unoriginal written content with your logo attached to it. We offer not only original articles and blogs to link to your monthly newsletter, but a high-quality video as well.

These engage your clients and add to your brand prestige and thought-leadership, covering important topics such as investment management, pensions, inheritance tax, and the chancellor’s autumn budget.

An in-built client referral scheme

One of the important purposes of any financial newsletter is to encourage new business through client referrals. Our newsletter solutions achieve this through integrated social sharing buttons, clear & strategic calls to action, and powerful client incentives.

Continual performance monitoring

After your newsletter is sent out each month to your clients, our analytics team assesses your campaign performance in light of transparent, real-time reports. Using this information, we can tailor the email subject line, newsletter article topics, days of the week and times of day to send out. All with the express aim to improve engagement rates month-on-month, so that your results improve even more over time.

Start your project with CreativeAdviser today…