Life & Health protection
Protect your family and their future
Plan for your retirement
Ensure yourself a secure retirement
Investment & savings
We can help with your objectives
First we get to know you, your plans and 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.
Then our team carefully go through your details
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.
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.
That’s it. It's all about you! Your SaidSo Report
Your SaidSo financial planning report is based around your circumstances, needs and goals for your future.
You are unique and each case and circumstance we consider is different. SaidSo treats each client case individually to ensure that the financial advice we give is appropriate and relevant to you. Once you have your report, SaidSo can help you implement this advice when you are ready.
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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.
Tell us about you and your financial goals and we’ll make specific recommendations for your money planning.£199* Get started
Stage Two (optional)
We believe that our recommendations will meet your needs. When ready, you should then make sure your financial future is put in place.£159 Learn more
Stage Three (optional)
We suggest that you review your financial planning once a year, and our Stage 3 review process enables you to update us with your current circumstances.£129 Learn more