Corporate gifts for finance & professional firms
Premium notebooks and pens for the client meeting, umbrellas and power banks for people who travel, and onboarding kit for September’s trainee intake, for accountancy practices, law firms, building societies and financial advisers. Quoted per item, so values are easy to check against your gifts and hospitality policy. From UK-based and European suppliers, delivered to UK addresses.
Choose your sector
Credit unionsPayroll bureauxRecruitment agenciesArchitecture practicesChartered surveyorsPensions & actuaries
Choose who it’s for, then open the box.
Kit forAccountancy practices
Something useful on every desk before 31 January.
Popular for Busy season, trainee intakes, client seminars
Request a quote for this kitFinance & professional services merchandise
Branded merchandise for UK banks, insurers, advisers, accountants, tax specialists, law firms, consultancies, estate agents, recruiters, payroll and HR teams, mutuals and professional bodies, from a one-person practice to a national firm. Pick a part of the sector below to see what it does, what it usually orders and when, from engraved pens and notebooks to client gifts, umbrellas and conference kit. Every order comes with a free mock-up, a proof before production and one quote in pounds, ex VAT.
Tap a sector to see what it needs
1Money and markets
2Advice and assurance
3Property, people and payroll
4Mutuals and membership
Also for
Money and markets
What they do
High-street banks such as Lloyds, NatWest and Barclays, and building societies such as Nationwide, serve millions of customers through branches, apps and community events, where a pen or an umbrella goes home with the customer.
What they order
When they order
Branch events, community days, Christmas.
Money and markets
What they do
Insurers such as Aviva and Direct Line, and brokers from national groups to local independents, meet clients at renewals, events and claims, so smart, useful items keep the name to hand.
What they order
When they order
Renewal campaigns, conferences, Christmas.
Money and markets
What they do
Independent financial advisers, planners and wealth managers build long relationships, often over many years, so a thoughtful, well-made gift fits better than a giveaway.
What they order
When they order
Client reviews, tax year end in April, Christmas.
Money and markets
What they do
Fintech and payments companies such as Monzo, Starling and Wise grew up digital, and use hoodies, tote bags and tech accessories for teams, events and community launches.
What they order
When they order
Launches, hiring drives, tech events.
Advice and assurance
What they do
From the Big Four (Deloitte, PwC, EY and KPMG) to small local practices, accountants order notebooks, pens and travel mugs for staff, trainees and the long nights before deadlines.
What they order
When they order
Graduate intake in September, deadline season, Christmas.
Advice and assurance
What they do
Tax advisers, bookkeepers and payroll specialists work to fixed deadlines, such as 31 January, and keep clients organised with calendars, planners and document holders.
What they order
When they order
31 January, the new tax year in April.
Advice and assurance
What they do
Solicitors’ firms, barristers’ chambers, conveyancers and legal teams prefer discreet branding: engraved pens, leather-look notebooks and quality umbrellas for client meetings and court days.
What they order
When they order
Trainee intakes, client events, Christmas.
Advice and assurance
What they do
Management, strategy, IT and engineering consultancies send teams to client sites, so laptop bags, notebooks and power banks are used every week.
What they order
When they order
New projects, graduate intakes, conferences.
Property, people and payroll
What they do
Estate agents and letting agents are out on viewings in all weathers, so branded umbrellas, key rings and pens are part of the shop window.
What they order
When they order
Spring and summer moving season.
Property, people and payroll
What they do
Chartered surveyors, valuers and architects split time between site and office, and use smart layers, notebooks and umbrellas with the practice name.
What they order
When they order
Project launches, client events.
Property, people and payroll
What they do
Recruitment agencies run careers fairs, candidate events and client meetings, and hand out lanyards, tote bags and notebooks by the hundred.
What they order
When they order
Careers fairs, graduate recruitment season.
Property, people and payroll
What they do
Payroll bureaux, HR consultancies and business service firms keep companies running behind the scenes, with desk accessories and travel mugs for their own teams.
What they order
When they order
Year end, new tax year, client onboarding.
Mutuals and membership
What they do
Credit unions, mutuals and friendly societies are owned by their members and rooted in their communities, so practical items for members’ events fit their values.
What they order
When they order
Annual general meetings, member events.
Mutuals and membership
What they do
Professional bodies such as ICAEW, ACCA, the Law Society, the Chartered Insurance Institute, RICS and CIPD run exams, conferences and member events, with lanyards, notebooks and pens for every delegate.
What they order
When they order
Exam seasons, annual conferences.
At a glance
Organisations named on this page are examples that describe the sector. They are not our clients, and naming them doesn’t mean they endorse us.
Quick answers
Client and team gift builder
Start from a ready-made kit for a new starter, a client gift, a conference or a team offsite, or tap items to build your own. Set how many people it’s for and we’ll do the maths, then copy the list into your quote request.
Tap an item to start building your kit.
Items per person: 5Total pieces: 125
Paste the list into your quote request and we’ll price every item, with branding.
Quick answers
The professional year
Professional services run on deadlines, year ends, graduate intakes and the client calendar. Pick a month to see what’s coming, with an order-by date for each, so your kit and gifts arrive in good time.
Next up
31 January is the online deadline, so practices thank teams who worked late with travel mugs and treats.
No fixed dates this month. It’s a good time to reorder the basics, check sizes for new starters and plan the next campaign.
Many companies and public bodies close their books on 31 March, a natural moment to plan next year’s merchandise budget.
The tax year starts on 6 April, a good time for planners, calendars and client reminders.
No fixed dates this month. It’s a good time to reorder the basics, check sizes for new starters and plan the next campaign.
Summer hospitality and client events call for umbrellas, glassware and smart giveaways.
No fixed dates this month. It’s a good time to reorder the basics, check sizes for new starters and plan the next campaign.
No fixed dates this month. It’s a good time to reorder the basics, check sizes for new starters and plan the next campaign.
Graduates and trainees join in September, so welcome packs with a notebook, a pen and a laptop bag help them settle in.
Autumn careers fairs and professional conferences need lanyards, tote bags and notebooks in bulk.
Client gifts take longer to brand and box, so November is the month to confirm them.
Christmas gifts for clients and teams, and calendars and planners for the year ahead.
Dates are typical and can move from year to year, so check each organiser’s own calendar. Order-by dates allow about five weeks from brief to delivery, in line with our planner.
Quick answers
Buyer’s guide
Professional services clients notice quality and judgement, and regulated firms have rules to follow. Here’s what UK finance, legal and advisory firms check before they order, plus a brief builder that turns your answers into a request we can quote.
Your brief
Paste the brief into your quote request and we’ll come back with options, a free mock-up and one quote in pounds.
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Quick answers
Ask us anything
What UK banks, insurers, advisers, accountants, law firms and consultancies usually ask us, answered by the people who run the orders. Search, or tap a question and we’ll answer it.
Answered further up this page
No question matches that yet. Ask us instead: info@swishandclick.co.uk
Hello! Ask us anything about merchandise and client gifts for finance and professional services. Here’s what UK firms usually ask.
Email info@swishandclick.co.uk or call +44 (0)20 4652 5994. A real person replies, usually within one working day.
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Understated, considered and ready for clients.
Every sector buys differently. Pick yours for kit chosen around how your teams work, then send us your sites, quantities and dates for one clear quote in pounds.
Tell us how your teams work.
Tell us the products, quantities, UK delivery addresses and date: we reply with a written quote and the timing that goes with it.
Yes: we group products for twelve sectors, from charities and universities to healthcare, construction and logistics. If your sector is not listed, tell us what your teams do and we suggest a kit.
Yes. Quotes show clear unit prices, and approved organisations can buy on a 30-day credit account with a purchase order.
Yes. One order can go to many UK addresses, each with its own recipient, phone number and date, from head office to depots, wards or campuses.
We match colours as closely as each product and branding method allows, using your Pantone references, and the proof shows the result before production.
We supply branded merchandise and promotional products to UK organisations. We source each order from UK-based and European suppliers, brand it with your logo and deliver it to your UK addresses, with one quote and one invoice from Swish and Click Ltd.
Send us the products you have in mind, the quantities, your logo, the delivery addresses and the date you need them by, using our quote form or email. We reply with a written quote in pounds and the timing that goes with it.
There is no single minimum: it depends on the product and the branding method, because set-up costs make very small runs less practical. Your quote shows any minimum, and on some items short runs are possible.
Yes. We send a digital proof showing your logo on the product, with its position, size and colours. Nothing goes into production until you approve it in writing.
Often, yes: blank or branded samples can be arranged on many products. Any cost is stated up front.
Standard catalogue items take about 7 to 14 working days to make after proof approval and payment, and express lines from 2 working days on selected items. UK delivery then takes about 3 to 5 working days from UK-based suppliers, or 5 to 8 from European suppliers including customs. Every date is an estimate, not a guarantee.
Anywhere in the UK, to one address or many: offices, sites, events and home addresses. Northern Ireland is quoted per order, and the Highlands and Islands can take longer. See delivery across the UK.
Our quotes are in pounds and show prices without VAT, with VAT at the standard 20% added as one line. If an item carries a different rate, the quote shows it.
Pay the pro forma invoice by bank transfer, and production starts once payment clears. Approved organisations can use a 30-day credit account and pay by purchase order.
Embroidery, screen printing, pad printing, transfer and full-colour printing, laser engraving and debossing, depending on the product. We suggest the method that suits your logo and the item.
Send a vector file if you can: AI, EPS, SVG or a vector PDF. If you only have a JPG or PNG, send it anyway: we can often redraw it, and you approve the new file before it is used.
Delivery terms are agreed before dispatch and written on your quote: DDP, where we handle the import, or DAP, where the receiver pays import VAT and any duty and needs a GB EORI number.
No. Each order is sourced from the supplier that makes or stocks the product and delivered direct to your addresses, so the lead time runs from your proof approval.
Tell us straight away with photos of the box, the items and the label. We investigate with the supplier or courier and agree the remedy with you, case by case.
