Financial topic guides for your clients
Topic guides are a great way to educate and inform your clients, both existing and potential, about the various financial areas you advise on. You can add them to a resources section on your website to demonstrate your knowledge and build your business’s credibility, email them to referrals or introducers, or even have them professionally printed to hand out at client meetings.
To make life easy for you, we’ve produced a suite of 21 guides (soon to be 22!) on a wide variety of financial topics. The extent of each guide depends on the complexity of the topic; some are two pages, while others are four or even eight pages apiece.
Each guide can be personalised with your logo and contact details, or we can make further changes to align them with your brand style for an extra cost.
Package prices
The full suite of 21 guides costs just £850 plus VAT for the PDF versions (the 22nd guide will be added at no extra cost). Once you have completed your purchase, you’ll get access to our online store where you’ll be able to download them. While the guides can be easily downloaded with just a few clicks as and when you want them, we provide a managed service where we’ll download them for you all in one go, this costs £75 plus vat.
We can recolour the full suite of guides to better match your brand, this will cost an additional £400 plus vat.
Want updates too?
Of course, the world of finance doesn’t stay still and rules, regulations and tax rates change and so we update the guides to take into account any such changes. For an extra £250 plus vat, you can access and download any of the updated guides, for 12 months after you initially purchased them. You will also be able to download any new guides we add to the package in that period.
Individual prices
If you prefer, you can order the guides individually. The price of each topic guide varies according to length, as follows.
- PDF 2-page guide: £50 + VAT
- PDF 4-page guide: £70 + VAT
- PDF 8-page guide: £120 + VAT
To recolour individual guides to better match your brand, this will cost an additional £40 per guide.
Purchasers of both the package and individual guides can also order printed copies or digital flipbooks for an additional cost. Please contact info@tomd.co.uk to discuss your needs with a member of our team.
Compliant content for peace of mind
All the guides have been compliance-checked, but of course you’ll need to make sure you’re happy with them before you use them.
If you’re a member of a network or service provider, please let us know. In addition to the fact that the guides have been checked by their own compliance teams, members often enjoy a discounted price.
To find out more, please contact info@tomd.co.uk for a chat.
