Financial Copywriter – clear, compliant and results-oriented copy
My experience as a financial copywriter spans over 25 years. From big brand consumer advertising through to writing fin-tech blog posts via multiple award-winning direct response advertising, I can deliver the clear messaging and persuasive financial services content you are looking for, to both specialist and lay financial audiences.
Media: websites (including SEO advisory), videos, annual report editing, direct response, recruitment ads & employee engagement, digital advertising, white papers, blog posts, social media, html emails.
Clients: leading UK and international banks, fintech providers, merchant banks, financial advisers, insurance brokers, financial services providers, compliance advisers, foreign exchange companies, spread betting and forex trading specialists.
AI and financial copywriting – in 60 seconds
Is AI the answer for financial copywriting? Here’s a one-minute guide.
Recent financial copywriting projects
CMC Markets – financial spread betting guide and SEO.
Vanguard – web copy, articles, videos, discussion guides, print ads.
Janus Henderson – comprehensive retirement hub, including retirement guide, articles and videos, plus press ads, emails, landing page. Visit the retirement hub.
Below are samples of these and many more of my financial copywriting projects.
Financial copywriter – banks, investment and insurance companies
Royal London: web copy & brochures
Royal London: web copy & brochures II
Royal London: web copy & brochures
Citibank : web copy and ads
Citibank: email
Lusail Investments, Bahrain : web content
Asda Money : website copy
Eagle Star motor insurance : press campaign
Eagle Star Insurance: II
Travelers : cyber insurance interactive brochure I
Travelers : II
Travelers : III
Access Bank : annual report editing
Access Bank, Nigeria : II
Virgin Money : award-winning mailer
American Express : consumer promotion
Citibank : brochure I
Citibank : brochure II
Aurexia : financial consulting website
M&G : consumer direct mail
M&G : II
Citibank : international personal banking brochure I
Citibank : II
Citibank : III
Travelers Legal Insurance – microsite
Travelers Legal Insurance : II
Travelers Legal Insurance : III
AAG : website
Eagle Star investments : fold-across press ad
Eagle Star: transparent insert and mailer
MyJar Loans : website & emails
MyJar Loans : II
MyJar Loans : III
Access Bank : 2019 Annual Report
Access Bank: II
Access Bank : III
Janus Henderson : investment podcast
Atradius : financial blog I
Atradius : financial blog II
Lazard Careers : I
Lazard Careers : II
Lazard Careers : III
Janus Henderson : retirement guide
Janus Henderson : guide II
Janus Henderson : guide III
Janus Henderson : guide IV
Janus Henderson : guide V
Janus Henderson : guide VI
American Express : landing page I
American Express : landing page II
American Express : landing page III
Vanguard : ETFs explainer
Vanguard : ETFs II
Vanguard : ETFs III
Janus Henderson : investment articles
Janus Henderson : article II
Janus Henderson : article III
Financial copywriter – financial advisers, fintech and other service companies
MyComplianceOffice : consolidation technology white paper I
MyComplianceOffice : white paper II
MyComplianceOffice : white paper III
MyComplianceOffice : white paper IV
Plenitude Consulting : fintech software I
Plenitude Consulting : II
Meritsoft : FinTech blog post III
Meritsoft : FinTech blog post II
Meritsoft : FinTech blog post I
Independent Financial Advisers Association : brochure I
Independent Financial Advisers Asociation : II
CEDR : mediation skills for HNW advisers
Rutherford Search : financial recruitment eBook
Rutherford Search : II
Rutherford Search : III
Henry Dannell : HNW insurance blog I
Henry Dannell : HNW insurance II
Henry Dannell : HNW insurance III
Henry Dannell : HNW mortgage v cash III
Henry Dannell : HNW mortgage v cash blog I
Henry Dannell : HNW mortgage v cash II
Första Entreprenörsfonden, Sweden : investment proposal
Första : II
Första : III
KPMG : “Slant” financial trends microsite
KPMG : II
KPMG : III
Technology Banker, Nigeria : web launch
Fisher Investments : investing timing article
Fisher Investments : pension choices article
RiskScreen software : FATF Plenary article I
RiskScreen software : FATF Plenary article II
RiskScreen software : Cost of Compliance article I
RiskScreen software : Cost of Compliance article II
Taulia – Virtual Payment Cards : Landing Page I
Taulia – Virtual Payment Cards : Landing Page II
CMC Markets : spread betting explainer I
CMC Markets : spread betting explainer II
CMC Markets : spread betting explainer III
Financial video script writing
Videos have a big role to play in financial marketing. As well as brand adverts like the one below, they are excellent for explaining complicated products or strategies.
This video for Janus Henderson received over one million views in less than three months, with a click-through rate on YouTube over 280% above target. The accompanying print ads and articles which I wrote delivered over three million hits. You can read a case study about it here.
“Pete helped us tidy up all our marketing materials and website. The previous material had been badly translated by my French colleagues. I worked with Pete and he quickly turn around tight copy that could use to more successfully market our business in the UK.”
Tim Taylor, Aurexia UK
“We were very impressed with the quality of your work and good copywriters are hard to find these days, particularly those who combine creative and strategic words with SEO content.”
David Lee, DLB Media
“In a shocking and genuinely impressive turn of events, the clients have no feedback on either the copy changes to the web-chat or the guidelines! I just called them to double check and they were really pleased with the work! This is definitely a first in [Client Name] history. Brilliant news, thanks so much for all your help.”
Olivia Packshaw, VCCP ME
Financial copywriting and compliance
Not so long ago, the Economist Intelligence Unit surveyed financial institutions, asking how many different regulators oversaw their organisation. The most popular figure among respondents was “10 or more”. That means whoever writes copy or content needs to be very careful what they say. I have extensive experience in writing compliant copy, and will work with your compliance team to ensure that anything I write meets all requirements. Better still, I have even written about compliance, for businesses such as MyComplianceOffice, RiskScreen and Plenitude, so have a working knowledge of subjects such as 871(m) and MiFID II.
FCA Consumer Duty copywriter – rewriting your financial communications
The Consumer Duty took effect on 31st July 2023. It requires all financial organisations to ensure that their customers can choose products and services that meet their needs. and receive communications that they can understand.
Many firms are having to take a long, hard look at their current customer communications. The good news is that I can edit or rewrite what you have to ensure you comply with the regulations. At the same time, a more consumer-centric approach like this can help you keep current customers and attract new ones.
Five reasons to choose me as your financial copywriter
I’ve written for clients right across the spectrum, from big multinational banks and financial corporations through to advisers, traders and fintech providers.
I’ve worked for financial clients in over 20 countries, including many businesses in Europe, Africa and the Middle East. I can write in both US and UK English.
I offer a fixed price, which always includes amends if you require them – so there are no hidden costs.
I never miss deadlines, and I’m always reliable and helpful.
With websites and other digital copywriting, I understand SEO. If it’s important that your online copy ranks well with Google, I always include writing meta tags in the costs. I can also provide keyword guidance and suggestions.
Financial copywriter – contact me now for a free quote
To find out more about my financial copywriting services, just call +44 (0) 7767 687524 or email peter@ideaswise.com or complete the form below.
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