Taxbriefs Commentary Library

Duchy Wealth Management embrace digital marketing

Alex Broughton, 13 Nov 2013


Welcome to the latest in our series of case studies sharing with you how some of our clients are benefiting from Taxbriefs marketing materials.

Duchy Wealth Management's aim is to provide their clients and potential clients with completely bespoke informative and credible communications. It is essential that the content is of the best quality and technically sound as well as fully approved by their Network.

Duchy decided on building a full marketing package with Taxbriefs. We created an annual plan to enable consistent communication as well as monthly updates to the content available on their website. As part of their marketing subscription, they receive a quarterly printed & digital newsletter, our monthly content service as well as our timely Budget and Autumn Statement reports. We took the hassle of compliance away by liaising directly with their network and forwarding on the relevant approval certificates with every edition.

Why did Duchy Wealth Managment choose Taxbriefs?
As a long-standing client, Duchy were confident in our ability to not only to deliver what they needed but to provide unbeatable after-sales care. Having produced client marketing products for over 35 years, Taxbriefs has an exceptional team of writers that are highly experienced in writing client communications that are topical, engaging and of the best quality. Having our capable production team on board has meant that we have been able to produce completely bespoke designs with a quality finish to an impressive standard.

How did we do it?
The best product fit was decided upon, then Taxbriefs started design work and we tailored each product to the Duchy Wealth Management brand. We also created a template to allow Simon to add his own introductory article each time to increase the impact of the newsletter and the personal touch for his clients.

The end result:
Duchy have used Taxbriefs for their marketing solutions for many years now and continue to receive regular positive feedback from clients.

Client feedback:
“Over the years that we have used Taxbriefs, I have found that being able to send out well produced and personalised newsletters and special publications has built understanding and credibility with clients and potential clients.

More recently the monthly email with more bite sized viewpoints has consistently produced excellent feedback and on-going communication with clients and strengthened our relationship. I would highlight the ability to have our own company specific logo, and articles, in the quarterly newsletter and also the next day delivery of the printed reports ready for distribution immediately after, such as a Budget or Autumn Statement.”

Investing in a digital marketing bundle is an easy and cost effective way to communicate with your clients. Call us on 020 7970 4142 to find out more or email


Print  | 
 |  Back to Library

Alex Broughton

Head of Sales

Contact me on 020 7970 4196 or email


© Taxbriefs Limited 2012-2018
Registered in England No. 1247331
Registered Office: Wells Point, 79 Wells Street, London W1T 3QN

Centaur Media
Join us on LinkedIn