Tuesday, 30 December 2014 11:34
CFP professional launches online Financial Planning service
A new online Financial Planning service created by a CFP professional has gone live.
SaidSo, the brainchild of Keith Churchouse CFPCM, is open for business, having undergone the necessary trials and testing by web developers.
Registered subscribers were able to use the site for the first time late yesterday afternoon, Mr Churchouse revealed this afternoon.
He told Financial Planner Online: "I can tell you we are not just thrilled with it, it's gone beyond our expectations. It's up and live now and we're delighted with it."
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Mr Churchouse, director and founder of Surrey-based Chapters Financial, tried launching an online firm called Advice Made Simple in 2006 but it was unsuccessful.
He said the timing had been wrong then but is right now.
He said: "Now with the FCA wanting to see innovation and with the pension reforms imminently coming into effect I think the timing is absolutely perfect."
Since the site went up about a month ago the number of hits has gone into four figures – to the firm's surprise and delight.
Mr Churchouse said there had been significantly more interest and people registering than he had forecast.
He said: "We've had a lot of interest both from the industry and from the general public."
He praised the web developers, Guildford based firm Kyan, who he said had done a superb job building it.
Mr Churchouse has predicted comparison websites for financial advice will begin to emerge and then dominate the mass market in the next few years,
SaidSo will eventually become an aggregator, he said.
A SaidSo customer will provide information via the website and pay £299 for a report which will be prepared over a 10 day period by the Chapters Financial team.
The feedback to the client will include recommendations, including providers and which funds to invest in.
If they decide to proceed, SaidSo will charge a flat fee of £159 to implement it. An annual review would then cost £129.
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SaidSo, the brainchild of Keith Churchouse CFPCM, is open for business, having undergone the necessary trials and testing by web developers.
Registered subscribers were able to use the site for the first time late yesterday afternoon, Mr Churchouse revealed this afternoon.
He told Financial Planner Online: "I can tell you we are not just thrilled with it, it's gone beyond our expectations. It's up and live now and we're delighted with it."
{desktop}{/desktop}{mobile}{/mobile}
Mr Churchouse, director and founder of Surrey-based Chapters Financial, tried launching an online firm called Advice Made Simple in 2006 but it was unsuccessful.
He said the timing had been wrong then but is right now.
He said: "Now with the FCA wanting to see innovation and with the pension reforms imminently coming into effect I think the timing is absolutely perfect."
Since the site went up about a month ago the number of hits has gone into four figures – to the firm's surprise and delight.
Mr Churchouse said there had been significantly more interest and people registering than he had forecast.
He said: "We've had a lot of interest both from the industry and from the general public."
He praised the web developers, Guildford based firm Kyan, who he said had done a superb job building it.
Mr Churchouse has predicted comparison websites for financial advice will begin to emerge and then dominate the mass market in the next few years,
SaidSo will eventually become an aggregator, he said.
A SaidSo customer will provide information via the website and pay £299 for a report which will be prepared over a 10 day period by the Chapters Financial team.
The feedback to the client will include recommendations, including providers and which funds to invest in.
If they decide to proceed, SaidSo will charge a flat fee of £159 to implement it. An annual review would then cost £129.
Get FREE daily news summaries direct to your inbox. Sign up on the homepage now.
Follow us on Twitter and get frequent news alerts @FPM_online.
Or follow Editor Kevin O'Donnell - @FPM_Kevin or staff writer James Nadal - @FPM_James.
For the latest Sipp, SSAS and retirement news visit our sister news site www.sippsprofessional.co.uk and on Twitter @SippsPro.
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