Stay front of mind with every client you've ever worked hard to win

client confidence in their financial plan during a recession — with infrequent adviser contact

client confidence in the same scenario — with frequent adviser contact

of clients with $500k+ AUM say monthly is their ideal contact cadence

Monthly is the sweet spot for most financial adviser practices — frequent enough to stay front of mind, infrequent enough that each issue feels considered rather than spammy. Some practices send quarterly with great results. What matters most is consistency: a reliable cadence trains your audience to expect and look forward to your content.

The most effective adviser newsletters blend timely commentary (market updates, Budget responses, tax year reminders) with evergreen thought leadership (retirement planning, estate planning, financial wellbeing). The balance depends on your audience — but the golden rule is that every issue should give the reader something genuinely useful, not just remind them you exist.

Yes — email communications from regulated firms are subject to FCA rules on financial promotions and fair, clear, and not misleading communications. I'm not a compliance partner and won't sign off your content, but having spent years writing in this sector I understand the lines well enough to avoid the obvious problems. Content produced with that awareness typically passes compliance review with far less back-and-forth than anything a generalist copywriter would produce.

It will sound like you. Before the first issue is written, I spend time mapping your voice, your perspective, and the language your clients respond to. The goal is that a client who knows you reads it and thinks you wrote it personally — not that it was produced by a copywriter who's never met you.

Both. For existing clients, a regular newsletter reinforces your value, keeps them informed, and dramatically reduces the risk of them quietly drifting to a competitor. For prospects — people who've met you, attended an event, or downloaded something from your site — a newsletter is one of the most cost-effective nurture tools available. It keeps you in their peripheral vision until they're ready to act.

I'm platform-agnostic — I can work with whatever you're already using, whether that's Mailchimp, ActiveCampaign, Outlook, or anything else. If you don't have a platform set up yet, I can help you choose and configure the right one for your practice size and goals.

Reactive content — Budget responses, Autumn Statement summaries, tax year-end reminders — is some of the most valuable a financial adviser can send. I plan for these moments in advance and can turn around timely issues quickly so your newsletter hits inboxes while the topic is still relevant, not three weeks later.

I write everything. Your time investment is a brief onboarding conversation at the start, and occasional feedback on the first few issues as we calibrate your voice. After that, the newsletter runs with minimal input from you — which is rather the point.

Directly, no — email content isn't indexed by search engines. But indirectly, yes. Newsletter content is repurposed into blog articles and landing pages that do rank. And a well-nurtured email audience shares content, links back to your site, and generates the kind of engagement signals that support organic performance over time.

I work with any regulated financial planning professional in the UK — IFAs, restricted advisers, wealth managers, financial planners, and mortgage brokers. The newsletter strategy is always tailored to your specific client base, niche, and practice goals.