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Our Workshops

FCA-Compliant Marketing Workshops 

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

 Led by Marie Wimlett, FCIM, Chartered Marketer and former senior marketing lead at the FSA (FCA), Money Advice Service, Prudential and Barclays.

Whether you’re creating client-facing marketing and communications in-house or supporting your ARs with theirs, marketing in financial services isn’t straightforward. You need to engage clients, demonstrate good outcomes and meet strict FCA rules, without endless rounds of revisions.

Our workshops give you the clarity, structure and confidence to deliver compliant marketing and communications that make a real impact, even on tight budgets.

 

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

For Principal Firms

Support your ARs. Reduce the pressure on oversight.

As a principal firm, you’re responsible for ensuring every client-facing communication from your ARs meets FCA standards and Consumer Duty has only raised expectations. Our workshops are designed to give your ARs the tools and understanding to get their marketing and comms right first time.

We help you:

  • Reduce time spent reviewing and rejecting content
  • Strengthen oversight processes with minimal extra admin
  • Improve the clarity, quality and compliance of AR communications
  • Demonstrate meaningful training under Consumer Duty

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For In-House Marketing

Confidently create compliant campaigns in-house

If you’re directly authorised and manage your own marketing, whether as a solo adviser or a team, this workshop will help you create compliant, engaging communications that resonate with clients and meet regulatory requirements.

You’ll learn how to:

  • Apply Consumer Duty and financial promotion rules to your own materials

  • Better segment your clients, especially important under Consumer Duty and for Targeted Support 

  • Create client-friendly, FCA-friendly marketing and comms
  • Streamline compliance signoff with fewer rewrites
  • Build trust and stand out without falling foul of the rules

Learn more

 

Our workshops include interactive breakouts, safe practice with fictional case studies and a comprehensive toolkit to put learning into action.

For more information, please get in touch: you can phone 01223 782535, email hello@wearemw.co.uk or book a call here