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Guildford IFA launches financial planning app

Guildford IFA launches financial planning app

Guildford IFA Chapters Financial Planning has launched a financial planning app aimed at millennials, called Wealth Dashboard.

Chapters director, Keith Churchouse (pictured), said he is targeting young people but that it is suitable for people of any age who have not previously engaged with planning their finances.

App users answer five questions about their money and situation before being shown an estimate of how much they may possibly have to retire on each year.

In April Churchouse spoke to New Model Adviser® about plans to develop a dashboard, saying he wanted to be an early adopter in this space.

Wealth Dashboard can link users to the SaidSo website, which offers an online advice service set up by Chapters two years ago. The site was recently shortlisted for an award in innovation in the delivery of financial products - planning and advice at the Financial Innovation Awards.

SaidSo charges £299 for a financial planning report.

Churchouse said the app would be useful for those who wanted to ‘get a simple idea of what their retirement funds, in whatever format they may be accumulated, might look like for a given level of saving, which could start from zero upwards.’

The app is available free on iTunes.

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