The newsletter that tells you who to call.
More client conversations, without more admin. We write, brand, send and report on your client newsletter – so you always know exactly who's ready to talk.
- JS John Smith 🔥
- SJ Sarah Jones 🔥
- DB David Brown 🔥
- EW Emma Wilson 🔥
Most newsletters don't generate conversations.
Most firms send a newsletter because they know they should. But after pressing send, the same questions come up.
- Who actually read it?
- Which clients are ready for a follow-up?
- Who should you contact?
- Was it worth sending?
Most advisers never know.
Know exactly who to call.
The newsletter is simply the mechanism. After every edition, you'll see exactly which clients clicked, what they read and how long they spent – a ready-made list for your next mortgage, protection or pension conversation.
This is what you actually receive.
- AK Amara Khan 🔥
- TM Tom Marsh 🔥
- RP Ravi Patel 🔥
Built around three things advisers actually need.
Save hours every month
Writing, design and sending are all handled for you – freeing up hours you can spend with clients instead of content.
Stay front of mind
Regular, branded contact keeps your firm visible between reviews – strengthening the relationships that lead to retention and referrals.
Know who's ready to talk
No digging through statistics – just a clear, prioritised list of who to call next.
Four steps, then one small job a month.
Onboard
Complete a short onboarding so we understand your firm and your brand.
We build it
We build your fully branded newsletter template, ready for your approval.
You choose
Each edition we write a set of articles – you pick the three that suit your clients. That is the only thing we ask of you.
We send, you follow up
We send on your behalf on the frequency you choose, then your engagement report shows exactly who to contact, and why.
Everything handled. Nothing to learn.
Included
- Fully branded newsletter
- Written specifically for UK advisers
- Professional email template
- Monthly, bi-monthly or quarterly delivery
- Delivery handled for you
- Engagement reporting
- Ongoing support
You won't need
- Platforms
- Writing
- Templates
- AI prompts
- Marketing knowledge
- Admin
Built for the advice profession.
Simple, transparent pricing.
Billed monthly.
Billed every two months.
Billed quarterly.
Branding, template build and onboarding.
Good questions.
Almost none. Once you're set up, we manage everything – writing, branding, sending and reporting.
No. Everything is professionally written specifically for UK financial advisers.
Yes. Each edition we write a set of articles and you choose the three you want, from your own dashboard. Your header and footer are agreed with you before the first send and reused after that, so you always know what is going out under your name.
No. Content is general in nature and designed to support client engagement, not to advise.
You upload it yourself in your dashboard, over an encrypted connection. It checks the file as it goes – flagging duplicates, invalid addresses and missing first names before anything is saved.
If it leads to just a handful of client conversations each month...