The library · Financial advice firms · Planning and positioning

Explain our pricing

Few advice firms publish their fees clearly, so those that do stand out. Percentages mean little to most readers until they see them in pounds.

The prompt
I work in marketing at a financial advice firm. Help me explain how our pricing works on the website.

Context: Few advice firms publish their fees clearly, so those that do stand out. Percentages mean little to most readers until they see them in pounds.

Before you start, ask me for anything missing from this list:
- How we charge, with real examples
- What affects the cost
- What is included and what is extra

Then:
1. Say how pricing works in the first paragraph.
2. Give examples with ranges where I supplied them.
3. Say what changes the price.

Give me:
- The page copy
- Five pricing questions with answers

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:
- That initial and ongoing charges match the firm's disclosure documents
- Worked examples in pounds that reflect what clients really pay
- Product, platform and fund costs that sit outside our own fee

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • That initial and ongoing charges match the firm's disclosure documents
  • Worked examples in pounds that reflect what clients really pay
  • Product, platform and fund costs that sit outside our own fee

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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