Taxbriefs Marketing Services

We work with many partners at the heart of your industry

We are proud to work with and support a wide variety of industry networks, bodies and associations for financial advisers, financial planners and accountants.

Please review our list of partners to find out more about the work we do with these organisations and the products and services we are very pleased to offer.

Chartered Insurance Institute Chartered Insurance Institute

Taxbriefs is proud to be responsible for producing a number of the CII's exam texts and learning materials for financial advisers.

The relationship started in the early 1990s with the production of the Advanced Financial Planning Certificate (AFPC) learning texts when they were relaunched with the 'G' series of exams.

Taxbriefs has gone on to produce many of the texts for latest suites of exams - notably the J0 and the R0 exams, as well as many learning texts for the advanced AF exams. Taxbriefs also provides material for the CII's online CPD products - Financial Assess and Mortgage Assess.

Taxbriefs Online Taxbriefs Online

Taxbriefs began producing websites in partnership with Conscious Solutions in 2006 under the Taxbriefsonline service.

Taxbriefsonline combines a library of professionally produced content from Taxbriefs with contemporary website design from Conscious Solutions to provide an accurate and flexible client website solution for your firm.

Conscious Solutions Ltd was established in 2004 by a core of management and technical professionals who were previously founders and colleagues of a successful Internet business called Sift. The technology underlying their products is truly exceptional - a 100% standards-compliant, XML-based Content Management System.

Personal Finance Society Personal Finance Society

The Personal Finance Society works closely with Taxbriefs in delivering advice and training to financial advisers who face the challenge of transitioning and continuing to evolve their businesses post-RDR.

Our ground breaking book and website business transition programme, The Business of Advice, is published in association with the PFS.


Taxbriefs currently work with The Institute of Chartered Accountants in Scotland as part of ICAS's continuing support to their members. We produce a personalised Client Briefing Newsletter, available to all ICAS members, which is published four times a year.

Taxbriefs is pleased to offer all ICAS members a 10% discount on Client Briefing Newsletters and a 10% discount on any other personalised print or digital products, including Budget Summaries and Tax Cards.

Please call us on 020 7970 4142 or email for further details and rates.


© 2020 Metropolis Group Holdings Limited and / or its subsidiaries and licensors. All rights reserved. Metropolis Financial Platforms Limited.
Registered in England and Wales No. 06439194
Registered Office: 7th Floor, Vantage London, Great West Road, Brentford, England, TW8 9AG

Join us on LinkedIn