A range of materials to use with existing clients and new client to help them understand the importance of advice when it comes to making important decisions about their finances. 

There are versions for you to use with both existing clients and new clients.

Editing your templates

Best practice on how to edit the templates, including how to add your company logo to the templates.

The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.