The modern, human way to plan and manage your finances.

Home illustration
Winwinwin Kyan roundel Award logo Eden project

Here’s how it all works

It’s easy as 1, 2, 3.

Need to know more

Home image 1

Free financial planning guide

Just answer a few questions about yourself and we will send you a personalised financial guide, absolutely FREE.

Home image 2

Full individualised planning report

Tell us all about you and your financial goals and we’ll make specific recommendations for your money planning.

Home image 3

Go for it!

Get started straight away.

Our feature-rich service that’s always improving

2018 is our third anniversary! We’ve evolved a lot in that time and added many features as we have developed. Free stuff? Sure, we’ve added our Financial Planning Guides and don’t forget our SaidSo Wealth Dashboard App to help you start your money planning journey. Topical? We hope that our free Insight section has focused your mind on issues that may not be immediately obvious, but usually still need addressing all the same. Plans for any other innovations? Sure! We will keep you updated here on

See what you get

  • Our initial guide, completely free and we hope gets your planning started!
  • Real advice from our experienced team online… but just a phone call away if you get stuck.
  • 100% online service, with no ongoing fees, no minimum investment criteria and no commission.
Tick pile
App cta illustration

Meet our Wealth Dashboard app

Wealth Dashboard looks at the factors that may influence your final money totals and how long you might expect to enjoy them.

Download the SaidSo mobile app

* SaidSo has reduced its Stage One charge from £299 to £199 for a limited time only, ending 30 April 2018. Thereafter, the normal initial charge of £299 will apply. No other discounts apply.

SaidSo is a trading name of Chapters Financial Limited which is authorised and regulated by the Financial Conduct Authority, registration number: 402899. SaidSo is a registered trademark of Chapters Financial Limited.

© SaidSo 2018 / Site by Kyan.

Hadleigh House,
232 High Street,
Guildford, GU1 3JF