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10 life milestones that financial advice could help you navigate

£250.00£350.00

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While financial advice can add value at any time, it could be particularly useful during life milestones, from going through a divorce to retiring.

This comprehensive, useful e-zine explains the challenges that may accompany milestone events and demonstrates how financial planning could improve long-term finances and overall wellbeing.

We know that allowances, tax rates, and more can change. To ensure your e-zine is accurate, we will review and update the content, if necessary, when you place an order. That way, you can rest assured that your e-zine will reflect current legislation and add value to your clients.

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What happens after you order?
Terms & Conditions

The package includes:

  • The e-zine rebranded with your corporate colours, logo and contact details
  • If we have previously developed your website, or you take Yardstick Membership from us (our newsletter and blog packages), we will also add the e-zine to your website

After you have placed your order:

For existing clients:

We will:

  • Contact you if there’s information that we need
  • Update the e-zine content if necessary
  • Produce the e-zine
  • Send it to you for approval
  • Add it to your website.

For new clients:

We will:

  • Contact you to get the information we need
  • Update the e-zine content if necessary
  • Produce the e-zine
  • Send it to you for approval.

We like to keep things as simple as we can, but there are a few things you should know:

  • The e-zine is yours to use as you wish. There are no restrictions on how or where you can use it.
  • This is an electronic publication. We can provide final print files for an extra cost if you plan to print copies. Please contact us for more information.
  • The price includes reasonable amendments requested by your compliance department.
  • We’ll always do our best to deliver the e-zine to you as quickly as possible. However, delays sometimes occur. If this is the case, we’ll always keep you fully informed.
  • The e-zine is a one-off purchase. All information is correct at the time of purchase. Updated versions can be purchased in the future for a significantly discounted price.

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