Fintech: where financial copywriting and IT copywriting intersect

If you’re developing products for the financial markets, I can help. As a financial copywriter, I’ve created propositions for 300+ firms and institutions. Wealth management, insurance, mortgages and loans, pensions, advice, spreadbetting, FX—they’re the sectors and products I know about. I also know that 'digital', holds the key to growth and profitability for any and every financial services provider in the industry.

My fintech experience
I’ve written copy for fintech that automates pension scheme management, enables wealth managers to digitise their operations, provides a platform for securitised lending and helps people select and make investments. In the process, I’ve got up close and personal with all the stuff that makes fintech tick. SaaS, managed services, AI, ML, private and public clouds, APIs, blockchain and cryptos—none hold any mystery for me. My words for fintechs are used for websites, blogs, thought leadership pieces, case studies and most other forms of marketing collateral. What can I write for you?

Sector Experience

  • Wealth Management
  • Pension Administration
  • Investment Selection
  • Securitised Lending
  • Invoice Finance

Portfolio

Client: Dancerace
Receivable Systems

Dancerace website screenshot

Client: Delta Financial Systems
Pension administration

Delta Financial Systems website screenshot

Client: JHC Systems
Wealth management

JHC Systems website screenshot

Client: X (NDA)
Securitised lending platform

NDA client

Client: Munnypot
Online Investment Management

Munnypot website screenshot

Ts and Cs

Experience suggests that our working relationship will be all the better if we have a clear understanding of each other’s expectations with regards to costs, payment terms and other commercial fundamentals, at the outset. If you would prefer to establish different arrangements to those proposed here, let's discuss your requirements before I start working on your behalf.

Fundamentals
I charge £500 a day
My fee is subject to 20% VAT if your business is based in the UK or if your business is based in a EU member state and you do not have a VAT ID
For the first project, a deposit of £500 is required
Subsequent invoices must be paid no later than 14 days from the invoice date

Fees
My daily rate, for any and all types of writing, is £500 which may be subject to 20% VAT. The fee covers the preparation and submission of the first draft of copy and a second draft incorporating feedback on the first draft. Additional fees may apply if the changes to the first draft are of a fundamental nature, or if the scope of the brief broadens.

Terms of payment

First project: If my estimate/quote totals £500 or less, then the full amount is payable in advance. Where the estimate/quote exceeds £500, then a deposit of £500 must be paid prior to commencement of work. The balance of the cost will be invoiced on submission of the first draft of copy, for payment no later than 14 days from the date of invoice.

Subsequent projects

The full amount of the estimate/quote will be invoiced on submission of the first draft of copy, for payment no later than 14 days from the date of invoice.

Sector Experience

An estimate or a quote?
I can’t always be sure at the start of a project exactly how much work is involved. In that circumstance, I’ll make an informed guess of the time it's going to take and provide an estimate of what the cost will be. The final cost may be higher, or indeed lower, than my estimate: it all depends on the number of hours I spend on your job. A quote is quite different to an estimate. When I provide a quotation, I’ll be working on a fixed-price basis. In other words, the quoted cost will be the price you’ll pay — providing the brief doesn’t change...

Is how I write it, how you want it written?
I don't want to convey the wrong impression about your business or your brand. So if you have a tone of voice, a vocabulary or a style that you want me to follow, please let me know. Otherwise, I’ll assume I have a free hand.

Limitations of use
Unless agreed otherwise, please do not use my copy for any other purpose other than the purpose intended. If for example, you commission me to write a brochure or a website then my words can be used in one or the other, but not in both.

Wrinkles
If you think my first draft falls wide of the mark, please call me so we can discuss what to do next. There are two options: 1) I can either do a rewrite at my expense, or 2) we can terminate the contract with no payment whatsoever being due. (Advance payments will be refunded.) When a brief is cancelled, ownership of the words — and the original concepts, ideas and propositions expressed within the text — stays with me.

Getting in touch:

Please use this form to check on the likely cost of a project, my relevant experience, turnaround times or to initiate a conversation. I'll get back to you within 24 hours. If you prefer, you can call me on +44 (0)1227 656027 or +44 (0)7740 422755.

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