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For In-House Marketing

FCA-Compliant Marketing Workshop for In-House Marketing Teams at Directly Authorised Firms

Create marketing and communications that meet FCA rules, cut approval time and work harder for your budget, whatever the size.

Marketing in financial services isn’t straightforward. You need to engage clients, stand out in a competitive market and meet FCA requirements, all with limited time, budget and resource.

This hands-on, outcome-focused workshop gives your team the confidence and structure to deliver marketing and communications that work for your business, your clients and your compliance team.

An image of a young woman delivering an FCA-Compliant Marketing Workshop for We Are MW boutique financial services marketing agency

Common problems

  • You want to market more effectively, but you’re unsure how to stay on the right side of the rules
  • Creating content can feel time consuming, especially with compliance reviews
  • Consumer Duty adds pressure to show clear outcomes and client understanding
  • You’re aiming for consistency, but juggling compliance can lead to mixed messages.

The Implications

Without a clear structure, marketing can become reactive or inconsistent:

  • Wasted time on content that gets sent back or delayed.
  • Lack of confidence around what you can say or how to say it.
  • Missed opportunities to engage clients or stand out.
  • Higher risk of non-compliant communications slipping through.

 

How our workshop helps

Our FCA-Compliant Marketing Workshop helps your team: 

  • Understand what the FCA really expects from financial promotions and Consumer Duty.
  • Align messages with client needs.
  • Create compliant content that’s clear, outcome-focused and on brand.
  • Cut down compliance rewrites and delays.
  • Work better together across marketing and compliance.

How it makes a difference

  • Get it right first time: Fewer revisions, smoother sign-off.
  • Save time: No more second-guessing or rewriting content.
  • Save money:  Laser-focused communications.
  • Improve results: Clearer messaging that connects and converts.
  • Demonstrate compliance: With evidence of Financial Promotions and Consumer Duty alignment.

What’s covered

  • What FCA-compliant marketing looks like in plain language.
  • How to meet Consumer Duty expectations through communication.
  • The building blocks of a compliant campaign
  • Practical tips, tools and checklists to review and improve content.

 

What you get

  • ractical, engaging session tailored to your business, led by Marie Wimlett, our Brand & Marketing Strategist, Chartered Marketer and former FCA, Prudential and Barclays marketer.
  • Marie breaks down the rules and shows how to apply them across all client-facing marketing and comms with examples, templates and tools your team can use straight away.
  • Whether you’re launching a new campaign, refreshing your messaging or reviewing internal processes, this workshop sets a clear, compliant path forward.
  • Plus practical templates, examples and checklists you can use straight away.
  • Optional follow-up Q&A or session recording.

 

 

Want marketing and communications that connects with clients and sails through compliance?

Let’s talk – 01223 782535 or you can email hello@wearemw.co.uk or book a call here