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A week in the life of an IFA Chapters

16 Feb 15

Keith Churchouse, director at Chapters Financial, talks through his busy week launching the companys online advice service, saidso.co.uk.

Keith Churchouse, director at Chapters Financial, talks through his busy week launching the companys online advice service, saidso.co.uk.

Churchouse focuses on balancing the ongoing responsibilities of being an adviser with launching a new proposition which extends the company’s client base in a post-Retail Distribution Review landscape.

Saidso.co.uk, the company’s online advice platform, represents the culmination of nine years’ work, so what better time to focus on the company’s day to day workings.

Click here to start at Monday

Last week, Dean Mullaly, managing director, IFA, UK & international, at Mark Dean Wealth Management, talked International Adviser through a week filled with client meetings and new company prospects.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.