Online Financial Planning, by real humans
As easy as 1,2,3…
Tell us about you
Fill in our online form to tell us all about your finances and what you want to achieve.
We think about it
Our team of professional advisers will digest what you tell us, this takes around 10 working days.
Your personal report
We’ll tell you how best to plan your finances for your future.
The offer of a discount of £100 on our initial advice charges is limited to 100 calendar days from the start date of this promotion, which starts on 20 January 2016. Our normal standard fee for our initial advice charge of £299.00 will apply thereafter
Getting to know you and your situation, your plans and your goals
To understand you and your needs comprehensively and to ensure your SaidSo report is tailor made, we will ask you a number of important questions. We will use your information to create a plan built for you and we will confirm your circumstances, objectives and attitude to investment risk and tolerance of loss.
Meeting your needs and objectives is our priority. We will research and consider your planning before giving you an action plan in your SaidSo solutions to meet your needs. Once you have considered your SaidSo report, come back to us and tell us which parts you want to get done using our Stage 2 process.
It's all about you! Your SaidSo Report
Your SaidSo financial planning report is based around your circumstances, your needs and your goals for your future.
You are unique and therefore each case and circumstance we consider is different. So the financial planning topics below are suggestions of what may be covered. SaidSo treats each client case individually to ensure that the financial advice we give is appropriate and relevant to your circumstances, aspirations and needs.
Once you have your report, SaidSo can help you implement this advice when you are ready.
Details of our research
The details we provide will also cover additional financial observations if there are areas we feel you need to consider and address. Examples of these could be writing an existing life policy in trust or making a Will. SaidSo does not provide legal advice.
10 working days**
On receipt of your Stage 1 SaidSo fee, you will receive your independent financial planning report within 10 working days **Subject to responses from your existing providers if required. We will email you to confirm your report is ready to view/download.
Full details of our terms can be found in our Terms of Business and Client Agreement. Only for UK individuals and those UK Resident for tax purposes. Not suitable for US Citizens.
What do I get in my report?
- Plan for retirement
- Investment & savings
- Objectives & aspirations
- Protect your family
- Life & health protection
What happens when I've received my report?
Stage 2 (optional)
Making your SaidSo recommendations happen
SaidSo is confident that its financial planning recommendations will meet your agreed needs. When ready, you should then take action to make sure your financial future is put in place.Learn more
Stage 3 (optional)
Review of SaidSo recommendations later on to keep you on track
SaidSo recommends that you review your financial planning once a year and our Stage 3 review process enables you to update us with your current circumstances.Learn more