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Client Letters

Helping you to communicate better with your clients

In this section you can find our client letters. Client communication is arguably one of the most important parts of your role as a financial adviser. Yet, with little time to spare, client contact can sometimes be left by the wayside. This is where we hope Adviser-Hub can help; we have created a selection of draft letters aimed at communicating with your clients across a range of issues, such as reviewing their investments, looking at their annuity options, updating them on economic developments and much more. Below you can download any of these letters and tailor them to your business style and clients.

  • Aberdeen Asset Management
  • AXA Investmnent Managers
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • First State Investments
  • Goldman Sachs Asset Management
  • Henderson Global Investors
  • Investec Asset Management
  • Invesco Perpetual
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors