What do you want to achieve from your SaidSo financial planning?
Financial objectives & aspirations
This section of your SaidSo report will highlight your objectives both now and into the future as you have listed them online. We may note additional points for your consideration to make our reporting to you more comprehensive.
The objectives will also cover the appropriate expected timescales and the budget you have selected, if applicable.
Combination of financial planning advice areas
It would normally be unusual to find one solution to meeting an individual’s financial planning needs. SaidSo may find that it is a combination of recommendations that meet your aspirations and needs.
Your SaidSo report
Your SaidSo report will include some of the following aspects of financial planning. Please be aware that each case and circumstance is different and so therefore the areas detailed below are suggestions of what may be covered. SaidSo treats each client case individually to ensure that the financial advice recommended is appropriate and relevant to your circumstances, aspirations and needs.
Once you have this, SaidSo can help you implement this advice when you are ready.
SaidSo has created a helpful Glossary of Terms which you might find useful when checking some of the “jargon” used for your existing plans.