A Financial Copywriter Who Brings Structure and Meaning to Complex Financial Messaging
I help financial services firms define their positioning, develop messaging systems, and translate complex financial propositions into language that senior stakeholders can support with confidence.
What Makes a Good Financial Services Copywriter?
‘In financial copywriting, credibility is earned through restraint. Messaging needs to reflect how products are assessed, how risk is perceived, and how decisions are made. That requires sector knowledge, regulatory awareness, and the ability to frame complex propositions without overstatement. The most effective financial copywriting establishes a consistent language early on, one that scales across websites, reports, investor materials, and thought leadership.’
Jamie Thomson, Brand New Copy
Freelance Financial Services Copywriter
I work as a financial copywriter and messaging consultant, partnering with financial services firms that need clarity at a strategic level. My role is to bring structure to complex propositions and ensure messaging reflects how the business needs to be understood by investors, clients, regulators, and internal stakeholders.
Financial organisations rarely struggle with information. They struggle with alignment. Products evolve, markets change, regulatory pressure increases, and messaging fragments across teams and channels. I help address that by developing a clear strategic foundation before any copy is written.
This foundation guides everything that follows. The result is communication that feels deliberate, consistent, and grounded in commercial and regulatory context, rather than being reactive or promotional.
''Made Our Lives Easier''
''Thoroughly Impressed''
‘For the past year, Jamie has been helping us develop video scripts as part of the My Trading Skills platform. We’ve been thoroughly impressed with his ability to take complex information and make it simple and easy to understand. He has really helped establish the tone of voice for our course materials. His attention to detail and commitment to delivering copy on time is second to none.’
Philip Konchar, My Trading Skills
''Superb Communication''
''My Go-To Man''
How a Financial Copywriter Can Help
In financial services, effective communication creates trust, informs decision-making, and reinforces how a firm is perceived by investors, clients, regulators, and partners. When messaging lacks structure or consistency, even strong products can struggle to gain traction or credibility.
My work focuses on helping financial organisations articulate their value with precision. That means clarifying positioning, defining messaging frameworks, and ensuring complex financial propositions are expressed in a way that reflects how they are assessed in real-world commercial and regulatory contexts.
Rather than treating copy as a series of isolated deliverables, I work across systems. Messaging is developed once, then applied consistently across channels. This approach reduces risk, improves coherence, and gives senior teams confidence that communications are aligned with how the business wants to be understood.
Financial Copywriting Services Built on Strategy and Messaging
My work spans a wide range of financial services content, though the starting point is always the same. Positioning and messaging are defined first, then applied consistently across the materials your business relies on to communicate with external and internal audiences.
Typical applications of this work include:
Website copywriting
Core messaging developed for asset managers, fintech platforms, and financial institutions, then applied across homepages, service pages, and product sections with consistency.
Financial white papers
Research-led content designed to support investment conversations, institutional sales cycles, or market education, written with accuracy and commercial context in mind.
Reports and annual reports
Structured narrative development that balances transparency, compliance, and clarity for investors, boards, and regulators.
Brochures and sales materials
Messaging that supports complex propositions without oversimplification, aligned with how offerings are assessed by sophisticated buyers.
Thought leadership and content programmes
Articles and long-form content that reflect informed perspectives on markets, regulation, technology, and financial trends, positioning organisations as credible voices rather than commentators.
I work across asset management, banking, fintech, investment platforms, insurance, and adjacent sectors where financial and economic context plays a central role. My experience also extends into energy, technology, and infrastructure, where financial modelling, regulation, and market dynamics intersect.
Content Strategy and Thought Leadership Writing for Payoneer
Payoneer is a global fintech company offering cross-border payment solutions to businesses and professionals in over 190 countries. Its platform serves a broad audience, from eCommerce sellers to freelancers and enterprise clients. I was brought in by Leeds-based agency Engage Interactive to support Payoneer’s content marketing efforts.
Tone of Voice and Website Copywriting for Germany Pension Refund
I ran a tone of voice workshop and developed a tone of voice guide, messaging guide, and website copy for Germany Pension Refund to support its international growth.
Tone of Voice, Website Copy and Brochure for Quantik
Quantik is a specialist quantity surveying and dispute resolution firm working with major construction and engineering companies. I worked closely with the founder to develop the company’s tone of voice and core messaging. I also wrote website and marketing copy to help support business growth.
Sales Deck Copywriting for Enmacc
I created a series of sales decks for Enmacc, helping its sales team present the features and benefits of their energy trading platform more effectively to prospective clients.
80 website pages written for infrastructure and real estate leadership company, Vercity
Vercity (formerly HCP), was established in 1997 as a specialist healthcare PFI (Private Finance Initiative) and PPP (Public-Private Partnership) developer. This project was a collaboration between Brand New Copy and Edinburgh creative agency, Elastic.
47 Course Modules Written for My Trading Skills Platform
Over the course of one year, I worked with financial trading platform My Trading Skills. I was responsible for writing 47 voiceover scripts for the platform’s educational course content. The client was delighted with my work and the course is now live.
A Corporate Brochure for International Energy Trading House DXT Commodities
Energy trading company DXT Commodities required a corporate brochure for its European services. After analysing the company’s competitors, I helped position DXT in the marketplace through my tone of voice guidelines. The guidelines were then used to form the basis of their 10-page brochure.
Financial White Paper Copywriting for Jobs Board RetailChoice
Based on my copywriting work with CWJobs, RetailChoice asked me to write a white paper as part of their upcoming Christmas marketing campaign. I was asked to compile their survey findings into a 2,000 word whitepaper that would engage the retail industry by providing insights into consumer shopping trends over the festive period.
Financial Services Brochure for Acorn Business Finance
Acorn Business Finance asked me to write the copy for their new corporate brochure. They wanted to draw out the benefits of using their services and demonstrate their unique selling points.
Thought Leadership Articles for FinTech Company WiseTime
WiseTime is a software development company who required thought leadership articles to grow their presence in the timekeeping software marketplace. I wrote a series of articles on emerging technologies, billing optimisation and cyber security.
A Series of Video Scripts for Financial Services Company IHS Markit
IHS Markit asked me to write seven video scripts, explaining data science to their B2B audience. Each video was used to promote their data science tools, explaining their benefits and features. The client was very happy with the final scripts, which are now being used as part of IHS Markit’s marketing.
Thought Leadership Articles for Venture Capital Company Pitchdrive
Pitchdrive asked me to write a series of thought leadership articles on the topics of investing. As part of my research, I carried out interviews with investors and included their responses in the final articles. The client was very pleased with the final articles.
A White Paper for Church House Investments
Church House Investments was looking for a financial copywriter that could write a white paper about the growing importance of community foundations in the UK. The aim of the paper was to build awareness about how financial investments can support local communities.
Website Copy and Messaging for Baillie Gifford
HR communications consultancy, Conversio Consulting asked me to work on a messaging project for the Early Careers section of Baillie Gifford’s website. The copy had to highlight the career opportunities available to young people across the company.
A White Paper for Asset Management Company, Indicatura
Indicatura asked me to write a white paper on asset management and sustainable business planning. The paper had to incorporate key messaging and showcase the organisations products, services, and case studies.
A Video Script for Lexis Nexis
London creative agency, Designhouse, asked me to write a video script for Lexis Nexis about rising financial crime in the Nordics. The video had to be concise, while providing an overview of the issue and promoting the client’s services.
A White Paper on Trading Signals for SignalDP
Having worked with the team behind SignalDP on a different project, I was asked to structure and edit a 5,000-word guide on how to make money by trading signals on Telegram. The content had to be engaging, concise, and highly accurate.
How My Financial Copywriting Services Work
Every engagement begins with context. Before any copy is written, I take time to understand how your business operates, how it is assessed by investors, clients, regulators, and partners, and what the communication needs to achieve at a strategic level. This typically involves reviewing existing materials, speaking with senior stakeholders, and identifying where messaging needs greater precision.
From there, I develop a structured messaging foundation that reflects your positioning, regulatory environment, and commercial objectives. That foundation guides all subsequent work, ensuring consistency across deliverables. Your copy will be developed with care, treating financial claims and language with the judgement required in regulated markets, and refined through considered revision.
I work independently but collaboratively, often alongside senior marketing, strategy, or leadership teams. The focus is on communication that stands up to scrutiny and supports long-term positioning. Messaging is developed with clear awareness of Financial Conduct Authority expectations, so it remains accurate, fair, and appropriate across all channels.
Investing in Strategic Financial Copywriting
Financial copywriting at this level is an investment in positioning, credibility, and decision support. My work is scoped around outcomes rather than word counts or production volume, with each engagement priced as a fixed project so expectations are clear from the outset.
Pricing reflects the depth of strategic involvement, the regulatory context, and the level of judgement required. Projects typically involve senior stakeholder input, careful treatment of financial claims, and messaging that needs to perform across multiple audiences and channels.
To give an indication of typical investment levels:
Website messaging and copywriting – From £4,000, including strategic positioning and messaging applied across core pages.
Financial white papers – From £3,500, including research-led documents developed to support institutional sales, investor communication, or market education.
Reports and annual reports – From £5,000, including structured narrative development balancing transparency, regulatory context, and commercial intent.
Brochures and sales materials – From £1,500, consisting of carefully framed messaging designed for sophisticated financial audiences.
Thought leadership articles – From £750, including insight-led writing that reflects informed perspectives on markets, regulation, and financial trends.
All projects include consultation, research, drafting, refinement, and collaboration as standard. The emphasis throughout is on delivering communication that supports long-term positioning and holds up in complex, regulated environments.
Financial Copywriting Guides
9 Great Examples of Financial Copywriting
Financial copywriting doesn’t need to be dry and technical. Carefully considered brand language and a consistent tone of voice can help financial companies stand out in their sector. In this post, we’ve taken our pick of our favourite financial copywriting examples and explain what makes them effective.
Restructuring a Quantity Surveyor’s Homepage – Here’s What Changed
One of my quantity surveying clients had a site that appeared solid at first glance – clean design, polished copy, and a professional finish. But despite the presentation, it wasn’t turning visitors into enquiries.
Frequently Asked Questions
What is a financial copywriter?
A financial copywriter specialises in communicating complex financial products, services, and ideas in a way that is accurate, credible, and commercially effective. This includes translating technical and regulatory detail into clear messaging that investors, clients, and other stakeholders can understand and assess with confidence.
What does a financial copywriter do?
A financial copywriter supports financial services firms by developing positioning, messaging, and written communications that reflect how products and services are assessed by sophisticated audiences. My work focuses on structuring complex financial propositions into language that senior stakeholders can rely on across websites, reports, white papers, and thought leadership.
How is a financial copywriter different from a general copywriter?
Financial copywriting requires sector knowledge, regulatory awareness, and careful judgement around claims and tone. I work specifically with asset management, fintech, and institutional finance teams where messaging needs to withstand investor scrutiny, compliance review, and long decision cycles. The focus is strategic alignment rather than surface-level content.
Do you work with regulated financial services firms?
Yes. I regularly work with firms operating under Financial Conduct Authority oversight and similar regulatory frameworks. Messaging is developed with awareness of how financial communications are assessed, ensuring language remains accurate, fair, and appropriate across all channels.
How much does financial copywriting cost?
Pricing depends on scope, regulatory context, and the level of strategic involvement required. Projects are priced as fixed investments rather than hourly rates. As a guide, website engagements typically start from £4,000, white papers from £3,500, and reports from £5,000.
Who are the best financial copywriters?
The strongest financial copywriters combine sector knowledge, regulatory awareness, and strategic judgement. They understand how financial propositions are evaluated, how claims are scrutinised, and how messaging needs to adapt across audiences. Experience working with asset management, fintech, and institutional finance organisations is a key indicator, as is the ability to operate as a strategic partner rather than a production resource.
Strategic Financial Copywriting That Supports Confidence and Credibility
As a UK-based financial copywriter and messaging consultant, I work with asset management, fintech, and investment firms to translate complex propositions into communication senior stakeholders can rely on.