Client  Magazine and  Newsletters 

Client Magazine and Newsletters

A cost-effective way to keep in contact with existing and potential clients. The new and improved design of the newsletters are now available in either English or Scottish versions reflecting the appropriate legislation and taxation in each domain. The newsletters are published at the start of every quarter (January / April / July / October). These publications allow you to keep your clients fully up-to-date on current financial topics and give you a chance to engage with them on a regular basis. All the publications are professionally designed, compliance approved and can be personalised with your logo and contact details.

To be notified when the new Client Magazine and Newsletters are released, please click here.

Quarterly Newsletters

We offer three versions of the client newsletter, each focussed on different financial issues and tailored to suit the needs of specific client groups. Please note the content is subject to change following compliance approval.

PDF versions of newsletters are just £40 + VAT.
Print prices start from £75 for 50 copies (no VAT on the print price) and include a FREE PDF version.

Your Window on Wealth – Content focused on investment topics.

Your Window on Money – A mix of general financial services articles.

Your Window on Home Finance – Mortgage and general insurance related content.

Quarterly Magazine: Your Finance Matters

An A4, 12 page magazine that includes content from the Wealth and Money newsletters. It is available in print or PDF format.


The PDF version costs £75 plus VAT , to view a sample please click here.

Printed copies start from £95 for 25 (no VAT on the print price). All print orders receive a FREE PDF version

Placing an order:

Placing an order is very easy. Please click here to view the order form. Simply fill out the order form with your details and desired newsletter (or magazine), then email this to We will contact you as soon as we receive your order form to confirm your details have been added to our order list. To view the price list of all available materials please click here

In order to use some of the literature with clients you would need to have the correct permissions