Case Study: Hilltop Financial Planning improves client education and portal usability with CreativeAdviser

Hilltop Financial Planning delivers 5 booklets and a quarterly newsletter with CreativeAdviser

Hilltop Financial Planning, an independent financial adviser in Manchester, partnered with CreativeAdviser for content creation services. Their challenge was to produce a set of educational booklets, a custom guide for their Personal Finance Portal (PFP), and a quarterly newsletter for their clients.

CreativeAdviser provided a solution by writing and designing five bespoke financial planning booklets and an intuitive PFP guide. The vendor also delivered a quarterly PDF newsletter with multiple articles. The results were print-ready and digital materials that served as easy-to-understand client references, successfully raising the bar for Hilltop Financial Planning's client communications.

Hilltop Financial Planning