A financial planning firm has launched online advice services which target consumers who prefer to do their shopping and manage money over the internet.
Called advicemadesimple.com and pensionsmadesimple.com, the sites are the brainchild of Keith Churchouse, managing director of Bracknell-based Churchouse Financial Planning, and have been created for the new generation of client who may not want to have a face-to-face meeting in the office but still want good quality financial planning support. While the process still follows all the usual requirements of completing a full financial planning service, the online facility allows the consumer to complete all of the necessary factfind criteria online, receive a financial planning report which ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes