Keeping in touch with clients

Magazines and newsletters

A cost-effective way to keep in contact with existing and potential clients. The newsletters are 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 and 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.

To place an order, please email

Quarterly newsletters

We offer three versions of the client newsletter, each focused on different financial issues and tailored to suit the needs of specific client groups.

PDF versions of newsletters are just £40 plus 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.


Please note that sample versions are subject to change following compliance approval.

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

For our full price list please click here.

For more information, please contact us on 01279 882519 or email – we’re happy to help!

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