Need financial copy that’s clear, engaging and compliant – without sounding like it was written by a committee?

I’m a financial copywriter with over 30 years of experience helping banks, insurers and wealth managers say what matters, and say it well. I’ve worked with global names including UBS, Zurich, Credit Suisse, AXA, HSBC and Coutts, turning complex subjects into copy that’s easy to understand and hard to ignore.

I work closely with legal and compliance teams to ensure every word earns its place. I know how to meet the rules on financial promotions and investor protection without losing the human voice. And with financial planning qualifications of my own, I write with a strong grasp of the facts and the reader’s perspective.

Recently, I’ve helped UBS shape and apply its tone of voice across the business – from global campaigns and websites to ads, brochures, client communications, videos and presentations.

Whether you're producing a single brochure or overhauling a full suite of marketing materials, I’ll help you say it clearly, say it well, and stay on the right side of the rules.

To find out more and see portfolio examples, please get in touch.