Build a messaging framework

I work in marketing at a financial advice firm. Help me build a simple messaging framework for the firm.

Context: Advisers each describe the firm their own way in meetings and on LinkedIn. One agreed page keeps the website, the brochures and the advisers saying the same thing.

Before you start, ask me for anything missing from this list:
- Who we help
- What we do and how it differs
- Proof for each claim

Then:
1. Write one sentence that says who we help and how.
2. Add three supporting messages with proof.
3. List phrases to use and to avoid.

Give me:
- A one-page framework
- A 25-word and a 50-word description of the firm

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Proof behind each claim in the framework
- Use of independent, holistic, whole of market and similar terms
- Compliance agreement to the phrases before advisers use them