Chichester-based IFA firm CPN Investment Management has launched Money on Toast, an online advice service that aims to provide simplified advice to those who find traditional advice inaccessible or too expensive.
The site performs an online fact find and risk profile as part of registration, then uses algorithms to recommend suitable products. The online fact find and risk profile is free - the client is only charged when they purchase a product. Clients will also be provided with financial advice at £35 for 20 minutes if they need it once they have completed their registration. Money on Toast is run by a dedicated team of five, with an additional ten staff from CPN Investment Management including advisers and paraplanners who will provide services as and when they are required. Financia...
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