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What should a UK financial advice firm's website actually do?

A practical guide for UK IFAs, financial planners and wealth managers — what your website needs to do, how to keep it compliant with FCA financial promotions rules and Consumer Duty, and where the technology stack fits in. Includes a 14-point checklist for commissioning your next site.

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Step-by-step guides for the things small business owners actually need to do — written to be followed, not just read. No assumed knowledge, no unnecessary jargon.

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6-step guide
Email preheader text — the most overlooked line in your inbox

Most businesses leave the preheader blank — and their email client fills it with “View this email in your browser”. Here’s how to write preview text that works as a teaser and earns the open.

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6-step guide
How to write email subject lines that actually get opened

The four mistakes killing your open rates — and what to do instead. Mobile cut-offs, spam triggers, exclamation marks, caps, and how to test every subject line before you send.

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8-step guide
How to name your email campaigns consistently — and why it matters

A messy campaign archive makes reporting painful and handovers a nightmare. Here's how to build a naming convention your whole team will actually use — plus a free tool that does the work for you.

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5-step guide
How to write a welcome email that actually works

Most businesses skip this entirely. Here's how to write a welcome email that makes new subscribers feel seen, sets expectations, and turns one-time signups into repeat customers.

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Quick setup guide
How to set up a professional email address (and why it matters)

Step by step: how to get off Gmail or Hotmail and onto a proper domain email address — with your own name on it. Costs less than a coffee per month and makes an immediate difference.

Coming soon
How to set up your first email welcome sequence in Mailchimp

A walkthrough of the exact steps to get your first automated welcome sequence live in Mailchimp — from list setup to your first send.

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