Personalised Direct Mail for UK Financial Advisers
High-net-worth clients and business owners value genuine personal touch over generic digital emails. Personalized Marketing turns your CRM contacts into bespoke printed greeting cards, postcards, and letters sent automatically to celebrate key financial milestones and build long-term trust. Every piece features personalised messaging, local branding details, and trackable QR codes to drive reviews, appointments, and referrals.
Free to try · printing and UK postage included when you send
Put in your website and see the card your financial planning firm would send — in about a minute.
Try it freeWhen financial advisers send post
Six moments that work — each card written for the person it goes to.
Annual Wealth Review Reminder
Sent four weeks before a client's annual portfolio review meeting is due.
“Dear Sarah, it is time for our annual financial health check. Let's review your investment portfolio and update your long-term goals together. Scan the QR code to book a convenient time for your review meeting today.”
Welcome New Wealth Client
Sent immediately after onboarding a new private client or family office.
“Dear Sarah, thank you for choosing us to guide your financial journey. We are delighted to welcome you to the firm and look forward to helping you protect and grow your wealth for generations to come.”
Mortgage & Pension Anniversary
Sent on the anniversary of a key financial planning milestone or product setup.
“Dear Sarah, happy anniversary on completing your retirement plan with us. It has been a pleasure assisting you over the past year. Scan the QR code inside to view your latest estate planning updates and online resources.”
Commercial Client Referral Request
Sent to satisfied corporate clients after a successful tax or planning structure setup.
“Dear Sarah, we loved helping your business optimise its director pensions. If you know another business owner who could benefit from tailored wealth management, scan the code to send them an introduction to our private client team.”
Client Re-engagement & Win-Back
Sent to inactive clients who have not held a review meeting in over eighteen months.
“Dear Sarah, market conditions and personal goals evolve constantly over time. We would love to reconnect and ensure your current estate strategy remains fully aligned with your future plans. Scan here to schedule a relaxed catch-up call.”
Google Review & Testimonial
Sent following the completion of a major advice process or pension transfer.
“Dear Sarah, we hope you are delighted with the advice and ongoing care you received from our team. Would you mind leaving us a quick Google review? Simply scan the code below to share your experience with other local families.”
Seamless Integration with Your CRM
Connect your CRM software such as HubSpot, Zapier, or your existing client portal to automate mailings without adding administrative burdens to your practice staff. Printed cards, letters, and postcards are generated and posted automatically whenever triggers occur.
Bespoke Corporate & Individual Personalisation
For business recipients, our platform pulls recipient website photos, logos, and premises images into custom designs tailored to each adviser's voice. Personal touches build deeper professional relationships than cold digital newsletters ever can.
Built-in Tracking and Measurable Engagement
Track scans, link clicks, and scheduled reviews through dynamic QR codes attached to every card or letter. You gain full visibility into direct mail performance alongside offer code tracking and automated Google review links.
Questions financial advisers ask
How does the platform connect with our financial advisory CRM?+
We offer native integrations for Zapier, HubSpot, Shopify, and a robust API. Whenever a client milestone, review date, or status update occurs in your system, the platform automatically triggers, prints, and posts the personalised mailer with UK postage included.
Can we personalise cards specifically for commercial business clients?+
Yes, our system can automatically read the recipient business's website, retrieve their logo, and display pictures of their premises on their tailored letter or card. Combined with a message written in your tone of voice, it creates an unforgettable impact.
How do QR codes track client engagement for financial advisers?+
Every card, letter, or postcard includes a unique QR code leading to a bespoke landing page. You can monitor exactly who scanned the card, tracked clicks, booked an annual review, or left a Google review in real time.
Are postage and printing charges included in the automated service?+
Yes, standard postage is included with every card, A5 postcard, or letter sent through the platform. There are no separate mailing fees to calculate, making budget management straightforward for your firm.
See yours in a minute
Put in your website — our studio makes a card and postcard from your financial planning firm to your customers. Free.
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