Trusted Financial Advice

Newsletters are an excellent way for keeping in contact with your clients and complying with TCF – Treating Clients Fairly . All content for Newsletters must be approved by marketing and compliance prior to sending and also recorded as they constitute a financial promotion.

We have created a TFA template within Mailchimp which can be tailored to meet your needs. With sections specifically tailored for the areas of information you would like to communicate to your clients.

We will be creating content which will be posted on our NEWS section of the website and can be used within the newsletters for your clients.

We are also creating specific quarterly newsletters relevant to both Mortgage & Protection clients and Wealth Management & Investment Clients. Please let us have your thoughts on what should be included within these or if you would like to specifically write a piece to be included.

If you would like to find out more about sending either the quarterly or bespoke targeted newsletters to your clients please contact Charlotte.