Reports and Statement of Advice
When you register with Financial Choice digital advice website, you will be asked to answer questions about your income and expenses, assets and liabilities, goals, objectives and risk tolerance. This gives Financial Choice advisers information about your financial situation and aspirations. Our automated advice platform then considers this information and generates a detailed report from our software and makes several recommendations.
The Adviser then produces an automated Statement of Advice (SOA) which explains the recommendations and other important information for you. Your circumstances can change over time, so it’s a good idea to check that the advice still fits your needs at least every 12 months, or whenever your circumstances change.