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What Is Financial Planning? Video

£320.00£400.00 + VAT

*Please see the description section below before selecting your 'version'.

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Have you ever struggled to explain exactly what a financial planner does? Our ‘What Is Financial Planning?’ video saves you the effort by summarising the key benefits of hiring a financial planner in less than 2 minutes.

This video is available to purchase from Adviser-Store and can be uploaded to your company website, built into a newsletter or even posted across your social media platforms. Easily understandable, informative and quick, this video can be used as an effective marketing tool to attract your prospective clients.

There are a couple of options available to you when purchasing this video:

The video alone, as is featured below, can be purchased with no branding added.

Alternatively, the video can be branded with your company logo and contact details – an intro and outro will be added to promote these.

So, shed some light on the world of financial planning to your prospective clients…

For something completely bespoke, please contact a member of our team by clicking here

Additional Product Information

Pricing Notes

Our ‘What Is Financial Planning?’ video saves you the effort by summarising the key benefits of hiring a financial planner in less than 2 minutes.

This video can be purchased ‘off the shelf’ or customised with your own bespoke video intro and outro.

The options are:

1: Unbranded video to use on your site £320+vat.

2: Branded video with animated intro and outro £400+vat.

Once you’ve purchased the video, combine it with our Website Hosting product and we will embed the video onto your site as part of your first hosting fee.

If you have any questions relating to this product, please contact our Product Marketing Manager by clicking here

If you want something completely bespoke, please contact one of our team by clicking here


This product is dispatched to you by ClientsFirst Limited.

Once your order reaches us, you will receive confirmation within 24-working hours to the email inbox specified at point of order. If you don’t receive confirmation within this time, please check your spam folder.

Our Product Marketing Manager will then be in touch to obtain the following information:

  1. A high res copy of your logo
  2. Any branding guidelines

Once received, there will be a maximum 14-working day turnaround on the production of the Video*. We allow for one round of amends on the Video Intro and Outro before they are stitched onto the video.

*This will be less if you are not purchasing a customised Video Intro and Outro.

License Agreement

We shall supply the selected product in accordance with the order in all material respects.

We shall use reasonable endeavours to meet any performance dates but any such dates shall be estimates only and time shall not be of the essence for performance of the Services.

We shall have the right to make any changes to the Services which are necessary to comply with any applicable law or safety requirement, to amend any technical issues which are occurring in respect of any of the Services or to make any changes which do not materially affect the nature or quality of the Services.

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