Essentially Wealth & Essentially Mortgages

The client magazines are published quarterly (in the fourth week of the following months: January / April / July / October). They enable you to keep your clients fully up-to-date on current financial topics and give you a chance to engage with them on a regular basis.

We offer two versions, each focused on different financial issues and tailored to suit the needs of specific client groups:

• Positive Solutions Essentially Wealth – investment and wealth topics
• Positive Solutions Essentially Mortgages – mortgage, protection and general insurance related content
• Quilter Essentially Wealth – investment and wealth topics
• Quilter Essentially Mortgages – mortgage, protection and general insurance related content

The eight-page magazines are available in print, PDF, ‘online’ (flip book or turning page, see below) and – in a shortened format – as HTML*. They are professionally designed, approved by the Quilter compliance team, and can be personalised with your logo and contact details. Word versions are also available.

You can view examples of the online magazine by clicking the relevant link below:

• Essentially Wealth
• Essentially Mortgages
• Quilter Wealth
• Quilter Mortgages

PDF and HTML versions are available on a ‘pay as you go’ basis at just £45 (inc. vat). Click here to see our print price list. A FREE PDF version is included with every print order.

Subscribers to the Communication Package have unlimited access to personalised PDF or HTML versions of the magazines, and to the monthly Economic Review and Property Market Review documents.

For more information, or to arrange an online demo, please contact TOMD on 01279 657555 or email info@tomd.co.uk

* The HTML versions use approximately half of the articles in the magazine. These can be sent using our email solution. Access to the solution is included within the Communication Package. For those firms purchasing HTML documents on a pay as you go basis, use of our email solution can be obtained for £60 pa (inc. vat). There is a small cost for each email send of £6 plus 1p per record (vat is not charged).