Taxbriefs Commentary Library

Rosan Helmsley get positive feedback to new Key Guides

Jamie Pearce, 11 Dec 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. In this issue we focus on Rosan Helmsley.

Rosan Helmsley is a Guildford-based firm of Financial Advisers who advise clients throughout the UK on a wide range of financial planning issues.

The challenge the company was facing?
Different clients have varied knowledge and understanding of key topics. The necessary face to face explanations are time-consuming and can be overwhelming for clients. Drafting factsheets is also time-consuming.

How did we do it?
Rosan Helmsley wanted a simple and cost-effective way to keep their clients informed which would create a proactive dialogue. After looking at Taxbriefs Key Guides series they were able to choose from the range of designs to create a design which would reflect their branding.

After input from Rosan Helmsley’s, we created a mock-up with the company’s logo, colours, contact details and compliance disclaimers applied and agreed the final cover layout that would be applied to the finished guides. They were then dispatched to the company’s inbox within two days for them to upload and use with clients.

Why did Rosan Helmsley choose Taxbriefs?
Taxbriefs have provided Rosan Helmsley with quality branded Newsletters for their clients for many years. They discussed their frustration at not having a similar ‘low maintenance’ answer to other corporate literature with their account manager, Jamie, at the same time Taxbriefs was developing their Key Guides series.

Taxbriefs has produced client marketing products for over 35 years, collaborating with an exceptional team of highly experienced writers. Moreover, our capable production team and full range of design options meant that Taxbriefs could produce impressive bespoke designs with a quality finish.

The end result?
Rosan Helmsley continue to regularly get positive feedback and enquiries from clients. As a result, the company is now exploring the opportunity of having a mobile Smartphone App built by Taxbriefs.

Client feedback?
 “Rosan Helmsley have enjoyed an excellent working relationship with Taxbriefs for the last decade subscribing to a number of their publications. Marketing and promoting the brand is a hugely important part of any successful investment advisory business and Taxbriefs provides a service that allows our firm to share important topical content with our clients in a professionally presented way.

We work with Taxbriefs to provide our clients with Budget updates, newsletters and topical briefings. In the last two years we have also subscribed to the ‘Key Guide’ service which presents succinct, well-presented guides on issues such as estate planning, pensions and tax planning for high earners and domicile and residency rules among others.

We find these documents sit well as addenda to our reports and advisory documents as well as providing fresh content on our web site. The production of these documents is a real value add for our business – they save time, promote our brand and most importantly develop debate and discussion in client relationships as part of the advisory process”.

Taxbriefs key guides offer an easy and cost effective way to communicate with your clients, click here to find out more. Call me on 020 7970 4141 to find out more or email



Print  | 
 |  Back to Library

Jamie Pearce

Account Manager

Contact me on 020 7970 4141 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