the choice of financial professionals

Client factsheets

Client factsheets

Goldmine Media's professional financial adviser factsheets will enable your business to extend client communication, raise brand awareness, improve marketing efficiency, enhance client retention and increase sales.

Client factsheets

Generate further
repeat-business opportunities

This service has been designed to generate further repeat-business opportunities and referrals from your clients. Besides educating and informing clients, you're also achieving greater brand and name recognition, which is a very beneficial way to build lasting relationships.

Each factsheet is fully personalised and features your business name, logo (photograph if required), contact details and regulatory statement. We even use your dominant trading style colour on the headers and sub-headers to create a publication that is consistent with your other marketing collateral.

Nurture relationships as part of
your ongoing service proposition

In a post-RDR environment, there has never been a more important time to communicate with your clients on a regular basis, and each factsheet will ensure that you're able to nurture relationships as part of your ongoing client service proposition.

Client factsheets

The perfect solution to:

  • Communicate timely information and generate further new business opportunities and leads
  • Add further client value and build further loyalty to increase your professional standing post-RDR
  • Improve your brand awareness with prospective clients in a highly competitive arena
  • Engage with your clients to help them focus on the issues that matter and further seek your professional financial advice
  • Dual brand and send to the clients of a professional connection
  • Include as part of a client or prospect marketing pack
  • Provide a cost-effective and time-saving marketing channel for delivering higher revenues for your business

Portfolio of fully personalised factsheets

Goldmine Media's portfolio of cost-effective, personalised client-facing factsheets cover topics ranging from retirement and investment themes (including pension freedoms and auto-enrolment) to key announcements delivered during Budget statements. We also cover business protection themes, such as keyman and shareholder protection, and individual life cover and critical illness cover options.

Want your business to stand out from the crowd?

To discuss your requirements, contact Goldmine Media today. Please complete our enquiry form or call us on

0845 686 0055