Celebrating 30 years in UK retail financial services: Keith Churchouse

Financial planning guru Keith Churchouse, director of Surrey-based Chapters Financial and founder of SaidSo.co.uk, is celebrating 30 years in UK retail financial services this month (16 December 2015).

Keith has also just received an additional chartered qualification, along with a second fellowship, from the Chartered Institute for Securities & Investment (CISI). A fitting way to crown 30 years of work within his profession, which has seen significant change over the last three decades.

Back in December 1985 when Keith first embraced the financial world, interest rates were around 11%, the FTSE 100 Index stood at approximately 1,375 points, Margaret Thatcher was Prime Minister, and Shakin' Stevens was heading for number one with Merry Christmas Everyone.

Keith Churchouse, director, Chapters Financial, says:

"It's been an amazing journey, and such a privilege to share and help people by providing advice on all things money over the years. Changes in regulation and innovation in technology have seen the delivery of financial advice change with future opportunities just as exciting. We look forward to continuing to be at the forefront of these FinTech developments. This last year has been one of the most dynamic I've seen in the UK financial advice market, which is why our multi-award-winning online advice service SaidSo, launched in January, has been so well received."

Simon Culhane, Chartered FCSI and CEO of the Chartered Institute for Securities & Investment (CISI), added:

"Many congratulations to Keith for achieving this significant professional milestone. Keith is already a key member of our Southern branch committee and actively promotes the importance of professional financial planning, as a career choice and a key, consumer benefit."

As well as his day job, Keith has written many books and regularly shares his financial expertise on BBC radio. For his full biography please see below.

ENDS

More follows…

Notes to editors:

1.For all media enquiries contact Claire Dee, Chapters Financial PR consultant, on 07798 894520 or email claire.dee@clairedeecommunications.com

2.About Keith Churchouse and Chapters Financial

Keith Churchouse is a Certified Financial Planner, Chartered Financial Planner & Chartered Wealth Manager. He is also a Fellow of the Personal Finance Society (FPFS) and has just celebrated his 30th year in UK retail financial services (December 2015). His qualifications include a BA Honours degree in Financial Services from Napier University. Since October 2004 he has been the director and owner of Chapters Financial Limited, which is a Chartered financial planning company based in Guildford and Woking, Surrey. Chapters Financial Limited specialises in Pre-Retirement, Retirement and Investment planning.

Keith has championed the cause of online financial advice as a key avenue of advice delivery in the UK. In January 2015, he successfully launched online-only one-stop shop financial planning service SaidSo.co.uk which has since won several awards.

Before setting up his own companies, he worked for Royal Sun Alliance and Equitable Life.

Keith penned the book, Sign Here, Here and Here! Journey of a Financial Adviser in 2010 and has followed this with additional texts, including The Recession is Over Time to Grow.

Keith is proud to be a trustee and chair of local charity Headway Surrey, and a director of Elevate Guildford Limited (Experience Guildford), a Business Improvement District (BID) Company.