For UK independent financial advisers

The marketing & client-events studio your firm owns.

Name: Finventro
Brand: Finventro
Price: 10000 GBP
Availability: InStock

Buy it once. Own it forever.

Owned outright. No agency, no subscription, no AI. See how that compares to renting →

Watch the demo →Buy it once →

Prefer to talk it through first? Book a call →

Cari HaxellFounderBuilt based on 25 years of financial services experience

LinkedIn & socialAnimated video postsClient emailsBranded QR codesTeams & Zoom backgroundsClient events, end to end

All in your brand. All yours.

Why Finventro, and not the rest

The things no one else does.

I looked at the whole market, in the UK and beyond. These are the gaps:

✦

Own it once

Buy it outright. No subscription, no retainer, not ever. Every rival, US or UK, rents it to you forever.

✦

Yours, not a shared feed

Customised to your firm, so you're never sending the post your competitor down the road just sent.

✦

The whole client event

Invitation to follow-up. Almost no one else touches events, and I'm not aware of another UK provider that does.

✦

It runs on your own computer

Offline and private. Nothing about your clients ever leaves the building.

✦

No AI

Your words and your judgement, the thing your clients actually trust. Not a machine writing in your name.

✦

Built for UK advisers

FCA-aware from the ground up.

✦

Always evolving, endlessly customisable

It's a studio, not a fixed pack. You can make any piece your own, right down to the image: change everything, or nothing. It never has to look like last year's, or like anyone else's.

Everything you get

One file. Every branded piece your firm sends.

Open one, change the words, download, finished and in your brand, sized correctly for exactly where it's going. This is the whole catalogue.

22+

Branded formats in the Studio

Event templates & guides

∞

Finished pieces, make as many as you like

100%

Yours, offline, private, owned

6 formats + video

Animated video postMP4
Square post1080×1080
Portrait post1080×1350
Landscape post1200×627
Personal banner1584×396
Company banner1128×191
Carouselsmulti-slide

Instagram

4 formats

Square post1080×1080
Portrait post1080×1350
Story1080×1920
Carouselsmulti-slide

Facebook

4 formats

Square post1080×1080
Landscape post1200×630
Story1080×1920
Cover1640×624

Email & documents

3 formats

Email headerbranded
Email footerbranded
Document headerbranded

Teams & Zoom backgrounds

2 formats

Teams background1920×1080
Zoom background1920×1080

QR codes

4 types

Link or booking pageURL
Your contact detailsvCard
Event Wi-Fi accessWi-Fi
Newsletter sign-upURL

Event collateral · “The Room”

14 templates & guides

Invitations & save-the-datesRSVP trackerName badgesPlace cardsRoll-up bannerSignage & menusRun of showBudget planner24-week timelineFollow-up notes

That's the catalogue. Then you make as many as you like: posts, banners, carousels, invitations, backgrounds, badges, none of it metered.The only limit is how much your firm has to say.

The Event Room

Anyone can fill a room. I help you run it.

The rest of the market sells advisers help filling a seminar. Almost no one helps you run the room once everyone is in it. Finventro does the part your clients actually remember, from the invitation to the follow-up, every piece in your own brand.

Invitation

that fills the room

RSVP & reminders

who is coming, who to chase

Badges & place cards

a welcome that looks the part

Roll-up & signage

your brand, in the room

Run of show

the evening, minute by minute

Follow-up

the part that earns the referral

A warm introduction from a happy client is the most likely prospect you'll ever meet. Run the room well, and the room refers you.

Ninety per cent of a client event is the relationship. Ten per cent is the work. Finventro handles the ten, so you can be fully present for the ninety.

Buy once and run unlimited events, entirely in your brand. Every invitation and follow-up built to be clear, fair and not misleading, ready for your sign-off.

Watch the demo →

Built for the rules you work under

Ready for FG24/1, by design.

The FCA treats a LinkedIn post or a client email as a financial promotion the moment it invites someone to act. Under FG24/1, each one has to stand on its own, fair, clear and not misleading, with the risk warning on the asset itself, never buried in a link. So every treatment Finventro makes is built to carry it.

A Finventro LinkedIn post reading "Your pension is about to join your estate", with the firm's regulatory line set as small print along the bottom of the artwork. — A real export from the Studio — nothing added afterwards.

The regulatory line

Your wording, on the artwork itself.

It travels with the image. Because it’s part of the design, it can’t be lost to a truncated caption, a “see more” tap, or someone resharing the picture on its own.
Set it once. Your firm’s standard wording is saved with your brand, then it’s a single tick on any post, email header, banner or guide.
You decide how prominent. Small print by default, with a size control if your compliance team wants it larger — the design makes room rather than letting it collide with the headline.

Is it actually required? On a client email or letter, the statutory status disclosure is (GEN 4.3.1R). On a LinkedIn post there’s no blanket rule — but the moment a post invites someone to act it’s a financial promotion, and FG24/1 expects the risk warning on the promotion itself rather than in the caption. Finventro puts it where the rules want it; your firm decides the wording and when it’s needed.

Risk warnings that fit the format

Sized and placed to stay legible on every layout, the mobile cut-off FG24/1 singles out is designed out. Each asset stands alone, as the rules require.

Disclaimers where they're required

A dedicated, on-brand space for the wording your compliance team needs, on the post, the email, the banner and the guide alike.

You sign off before anything goes out

Nothing auto-publishes. Every asset is made, reviewed and passed through your compliance process first. The judgement and the responsibility stay yours.

Nothing leaves the building

It runs on your own computer, so your draft promotions and client data never touch anyone else's cloud; they stay on your own machine, under your control.

Finventro doesn't replace your compliance sign-off, it makes producing content that's ready for it effortless. The tools handle the finish; the approval stays with your firm.

Ready to use, yours to tailor

Use it yourself, or set it up with me.

It works the moment you download it, and it is yours to customise in minutes, no design skills needed. Prefer a hand? Book one session and I will tailor it around your firm with you. Either way, you own it outright.

Make it yours in minutes

Change the words to your firm, drop in your logo and colours, and send. If you can write a client email, you can do it.

Or tailor it with me, one to one

Prefer it set up for you? I sit down with you once and build it in your brand, with your first templates finished and ready to send. Optional, and included.

Keep a rhythm all year

A content calendar built around a cadence you can actually keep, so the quiet between reviews never returns.

✦ Ready to use the moment you download it

✦ Your studio, in your firm's brand

✦ Your first templates, finished and ready

✦ A content calendar with a rhythm you can keep

✦ A full event plan, from the invitation to the follow-up

✦ Optional one-to-one tailoring with me, included if you want it

✦ The file, owned outright. No learning curve, no monthly fee.

See the price →

The person behind Finventro

Hi, I'm Cari.

I've spent 25 years in financial services, and I've seen it from both sides: inside the business and on the agency side that serves it. I've worked at every level, the strategy and the execution: getting a LinkedIn post out in an hour, and running client events from exclusive dinners for C-suite clients to quarterly roundtables, the invites, the badges, the run-of-show, making sure the right people were there and engaged. I know both sides, right down to the details that earn engagement and drive revenue.

I've seen first-hand how the way a firm shows up, especially on LinkedIn, is a statement in itself, to its clients and to the industry. I know what truly moves the needle for a financial firm, and what's just noise.

Most firms already have the hard part: you know your people and your message. What slows you down is getting it to market. So I built Finventro to close that gap: one self-contained tool you own outright, a one-time purchase, no subscriptions, private, on your own computer, and compliance-aware. You bring the expertise; it helps you get to market fast, deepen trust, and earn the referrals that grow your firm.

I want advisers to have access to an easy tool to own their marketing and events, to get the message they know works to market quickly and efficiently, and get back to what really matters: advising their clients.

Cari Haxell · Founder of Finventro · 25 years in financial services

Own it, don't rent it

Point for point against the alternatives.

The platforms, the agencies and the consultants all rent you marketing forever. You would own yours outright.

Finventro

A subscription platform

An agency or consultant

Price

✦£10,000, once

✕£15k–£49k over five years

✕£1,500–£3,000 a month

What you own

✦The file, forever

✕Nothing. You rent access

✕Nothing. They keep it

Who runs it

✦You, after one session with me

✕You, on their platform

✕They do. You wait and chase

The content

✦Your brand, your words

✕Templated. Everyone sends it

✕Bespoke, but you never touch it

Kept fresh

✦New looks shared over time, and make your own anytime

✕The same library everyone gets

✕Fresh, but you pay for every update

✦None. Your judgement

✕AI-generated

✕Increasingly AI too

Your client data

✦Never leaves your computer

✕Lives in their cloud

✕Held by the agency

Compliance

✦FG24/1-ready assets, you sign off

✕Templated, you still adapt it

✕Their draft, your liability

Client events

✦A full event room, invite to follow-up

✕An RSVP footnote

✕Extra, and billed

Time to market

✦The same session

✕Weeks of onboarding

✕Weeks, then wait

Lock-in

✦None. It's yours

✕Annual contract, plus setup

✕A rolling monthly retainer

One payment replaces a platform subscription, a freelance designer and an events consultant. Less than a year of a typical agency retainer, paid once, then never again. Platform figures from Snappy Kraken's published pricing over five years; agency figures from typical UK retainers of £1,500–£3,000 a month.

Simple pricing

Own it once. No seats, no monthly fees.

One payment. The whole thing: your studio, ready to use and yours to tailor, the Event Room and a content calendar. Optional one-to-one setup included.

Now weigh it against doing nothing.

One ideal client, on ongoing advice, is worth several thousand pounds a year, for years. Win a single one you would otherwise have missed, and this has already paid for itself. Everything after that is the return.

The steeper cost is the quiet one: the introductions you are never asked to make, and the clients who slowly drift because they rarely hear from you.

Studio + Event Room

Everything your firm sends & does

£10,000 + VAT

one payment · own it forever

Buy it once →

Ready to use the moment you download it, and yours to customise in minutes, no skills needed. Want it tailored? I'll set it up with you, one call, included. No lock-in, ever.

Or pay in three of £3,500 (£10,500 in total, to spread the cost).
Prefer to talk it through first? Book a call →

✓30-day money-back guarantee. If Finventro isn't right for your firm, tell me within 30 days and I'll refund you in full.

Includes your customised studio, the Event Room, a content calendar, and optional one-to-one tailoring if you want it.

After you buy

From checkout to your desktop, in minutes.

No account to set up, nothing to install. Here's exactly what happens, and how the file lives on your own computer afterwards.

Buy it once

One secure checkout. No account to create, no password to remember.

Check your inbox

A confirmation email arrives straight away, with your private download link.

Download one file

A single self-contained file. Nothing to install, no plug-ins, no software.

Save it, open it

Double-click and it opens in any browser. Keep it on your desktop, bookmark it, or pin it to your taskbar.

Yours, forever

It runs on your machine, online or off. No login, no subscription, nothing to renew.

Self-contained

Everything lives in the one file. No software to install, no plug-ins, and no account to manage.

Nothing leaves your computer

It uploads nothing. Your drafts and client details stay with you, and it works with no internet at all.

Yours to keep

Back it up like any document. It can't expire, be switched off, or taken away from you.

Questions

Straight answers.

Is it compliant?

Every treatment is built for the FCA's FG24/1 rules: fair, clear and not misleading, with room for a risk warning that stays legible on each format and each asset able to stand on its own. It doesn't replace your compliance sign-off, which you keep; it makes producing content that's ready for it effortless. And because it runs on your own machine, nothing about your clients ever leaves the building.

Do I need design skills?

None. Open the file, change the words, send. If you can write a client email, you can use it.

Is it really one payment?

Yes. One payment, owned forever. No subscription, no seats, no renewal. Less than a year of a typical agency retainer, paid once, then never again.

Won't a one-off file go stale?

No, for two reasons. It's a studio, not a fixed pack: you can make anything new yourself whenever you like, and change any piece right down to the image, so it never has to look like last year's, or like anyone else's. And I share new looks and fields on a routine basis, so the toolkit keeps growing after you buy. If you want something truly bespoke, I can build custom looks and fields around your firm.

Does it use AI?

No. Your words, your judgement, your brand. The tool does the making; you do the saying.

What happens after I buy?

You and I sit down together, once. I build your studio around your firm, and you leave with it done: your templates, a content calendar and an event plan.

Who is it for?

Independent advisers and small firms who want to earn trust and referrals without an in-house marketing team. It isn't for tied agents who can only use head-office materials.

What about VAT?

Prices are shown excluding VAT.