Your financial planning should evolve to meet your changing world and circumstances.
SaidSo recommends that you review your financial planning once a year and our Stage 3 process enables you to update us with your current circumstances. After assessing these changes and undertaking research where required, we will send you a short report with recommended changes where needed to keep your financial planning on track.
Your SaidSo review would normally include:
- Update of your personal details.
- Review of the impact on your financial planning strategy of any changes in your circumstances and make recommended changes to your planning, where required.
- Implementation of any agreed changes, such as fund switches or changes to pension contributions/ income payments.
This is only available to existing SaidSo customers who have already used our full advice and implementation services.