Skip to main content
Search

Marketing Toolkit

December's campaign is all about gifting. Click on the link below to get going.
Start using your gifting campaign

Breaking down the Budget

Encourage clients and prospects to get in touch and find out what the Autumn 2025 Budget means for them using pre-approved marketing materials.

Your Budget response material

Christmas is coming

Before you get swept up in the tinsel tornado, there’s one small decision that can make a big impact: your Christmas cards.

Pick cards that suit your style

Prepare and launch your marketing

Get set up

Visiting the Marketing Toolkit for the first time? Here’s where you start.

Marketing essentials

All the core brochureware you’ll need, plus your digital adviser profile.

Launch a campaign

Ready-to-use financial promotions. Your ‘must do’ activity each month.

Have a marketing goal in mind?

Generate leads

Grow your client book with ready-made marketing tools to pique people’s interest.

Convert leads into clients

You’ve got their attention, now turn them into clients, with dedicated support material.

Develop existing clients

Keep in touch with existing clients to see how you can help them further, and build your business.
The Marketing Toolkit provides advisers with access to ready-made marketing campaigns, to promote our services in a pretty and professional way.
Joshua Martin DipFA Financial Planning Consultant