Sectors

Financial Services

Content marketingfor financial services

Need to explain a complex product in plain English? Or give your in-house team some extra support with a content strategy, report or white paper? We can help.

Whether you want to raise your profile, attract new clients or strengthen relationships with existing ones, we’ll shape the content around what you want to achieve. Our team supports financial planners, wealth managers, accountants and insurers with everything from content strategy and website copy to client guides, reports and thought leadership.

Treating customers fairly shapes how we write about financial products and services. Readers need to understand the benefits, risks and limitations, so we explain them in plain English. Having worked with compliance teams for years, we build time for their review and feedback into the plan from the start.

Speak to us today

What we do

Our approach to financial services marketing

  • Mixed group of men and women around a table having a discussion

    Step One

    Get to know you

    We start by finding out what you want to achieve, who you need to reach and what’s getting in the way. We’ll also talk about what your team can handle in-house and where you need our support.

  • Over shoulder shot of a man working a laptop

    Step Two

    Develop a plan

    We’ll agree what we’re delivering, when you’ll see drafts and who needs to review them. That gives everyone a clear plan before work begins.

  • Woman at a table, working on a laptop

    Step Three

    Interview key stakeholders

    Where it’s useful, we’ll speak to your team, clients or other specialists. Those conversations help us understand what sets your firm apart, what clients value and which examples bring your work to life.

  • Woman at a desk, writing notes in her notebook with a laptop open in front of her

    Step Four

    Create your content

    We write first drafts in your tone of voice, incorporating search terms, links and quotes where they’re useful. We’ll work through feedback from your team and make any changes requested as part of your compliance review.

  • A woman reviewing and annotating a printed document

    Step Five

    Proofread content

    Once revisions are complete, we proofread the copy for typos and inconsistencies. It’s a final check to make sure your content reflects the care and attention to detail clients expect.

  • Woman working at a laptop, taken from above.

    Step six

    Share your content

    We can plan how to get your content in front of the right people, whether that means publishing it on your website, sharing it with clients by email or distributing it through social media and partner channels. Your team can take it from there, or we can help with delivery.

  • "Absolute pleasure to work with"

    Lucy has supported us for SEO strategy, content, PPC and onsite optimisation. She is an absolute pleasure to work with - always professional, proactive, friendly, positive and efficient and very knowledgeable. It has been fantastic seeing Method Marketing going from strength to strength - very well deserved.

    Hatch Brenner / Hatch Brenner

  • "From the start we have been impressed"

    From the start we have been impressed by Lucy's work. Not just her knowledge and advice but also the execution and simply making it all happen - long may that continue!

    Sean Clark / Managing Director, One Broker

See all testimonials

FAQs

Your financial services marketing questions answered

What are the benefits of content marketing for financial services?

Content marketing helps more people discover your firm, gives prospective clients confidence in your expertise and helps you stay in touch with existing contacts.

Prospective clients often have questions long before they’re ready to speak to an adviser. A product guide can help them understand their options, while a case study can show what it’s like to work with you.

Thought leadership gives your specialists a chance to share their perspective on issues your clients care about. It helps people get a feel for how your team thinks and the expertise they can draw on.

Search-friendly articles can reach people who are already looking for answers, and social media posts can introduce your firm to people who haven’t heard of you. For existing clients, a timely newsletter can explain what a change in the market means for them between adviser meetings.

Do we need to know what we want before speaking to you?

Not at all. You can come to us with a brief or a problem you’d like to solve. If prospective clients struggle to tell your services apart, for example, we can look at where the confusion starts and help you decide what to tackle first.

What types of marketing can you provide for financial services companies?

We specialise in content marketing, marketing strategy and copywriting. We can help you decide which audiences to prioritise, what you want them to know and where to reach them. From there, we can put together a practical content plan and help you deliver it.

Which types of content do you create for financial services clients?

We write for print and digital, including:

  • Website copy and service pages
  • SEO articles
  • Thought leadership articles
  • Reports and white papers
  • Case studies
  • Client emails and newsletters
  • Brochures, leaflets and handouts
  • Social media posts

Do you have experience working with wealth managers?

Yes. We’ve supported wealth managers with marketing planning and content for print and digital channels.

If you’re looking to reach high-net-worth clients, we’ll start by understanding the questions they bring to your advisers and the decisions they’re weighing up. That helps us create content that’s relevant to them, whether it’s a printed guide or an article for your website.

How does content marketing work with Method Marketing?

You can work with us on a one-off project or bring us in on a retainer for an agreed period.

We’ll start by getting to know your business, what you want to achieve and where you need support. If you already have an idea in mind, we’ll talk it through with you and suggest ways to make it work harder for your audience.

We develop strategies, plans and content in collaboration with your team. We’ll share drafts, talk through your feedback and make any changes requested by your compliance team before publication. If you’d like help getting the finished content out, we can also support you with email, social media and partner channels.

We take confidentiality seriously and are happy to sign an NDA or work in your own systems where needed.

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Speak to us about financial services marketing

Whether you’re planning your next campaign or need an experienced writer for a specific project, tell us what you’re working on. We’d love to talk about how we can help.

Get in touch today