Services
Booking software for Financial advisers
A two-hour initial review prepared by questionnaire, an annual review that rebooks itself year after year, and video that has replaced half the meetings.
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The challenges facing financial advisers
The initial review gets prepared with a questionnaire
Income, assets, objectives, time horizon, attitude to risk. Those answers take forty minutes in a meeting and ten minutes in a form, the night before, calmly.
Two hours does not book like one
The review and the follow-up share neither duration nor preparation. Booked into the wrong slot, the review is rushed or overruns.
The annual review gets lost if nobody books it
It is the meeting that maintains the relationship and triggers the rebalancing. Waiting for the client to ring means losing them every other year.
Video has replaced half the meetings
An hour's follow-up no longer justifies a journey, for either of you. But the link has to arrive on its own.
The first contact arrives in the evening
An online calculator, an article read, and the urge to talk about it at 10pm. A page that takes the appointment at that moment captures what a switchboard loses.
How Kagenda helps
The problem
The initial review gets prepared with a questionnaire
With Kagenda
Ask your questions at booking time: reason, history, expectations.
Custom fields
The problem
Two hours does not book like one
With Kagenda
Each service gets its own slots: some in the morning, others late in the day.
Hours per service
The problem
The annual review gets lost if nobody books it
With Kagenda
Book a whole course of sessions at once, one after another.
Recurring appointments
The problem
Video has replaced half the meetings
With Kagenda
Confirmed, moved or cancelled — both you and the client are told.
Email notifications
The problem
The first contact arrives in the evening
With Kagenda
Clients book from your page, even while you are with someone else or closed.
24/7 online booking
The features that matter to you
24/7 online booking
Clients book from your page, even while you are with someone else or closed.
One central calendar
Every session in one place, by day, week or month.
Custom fields
Ask your questions at booking time: reason, history, expectations.
Recurring appointments
Book a whole course of sessions at once, one after another.
Email notifications
Confirmed, moved or cancelled — both you and the client are told.
Client records
History, preferences and follow-up notes gathered on one record per client.
Hours per service
Each service gets its own slots: some in the morning, others late in the day.
Automatic reminders
Texts and emails go out before every appointment, with nothing to remember.
Practical guide: Financial advisers
- A fact-find questionnaire in custom fields, completed when the review is booked. The meeting starts forty minutes further on.
- Two separate services, a two-hour "full review" and a one-hour "follow-up", with their own slots.
- The annual review booked on recurrence from the first review. It is the meeting that maintains the relationship.
- Video as a separate service: the link is created automatically and goes out in the confirmation.
- A reminder two days before, with the documents to have ready. A review without the statements is a review to do again.
- A note on the record after each meeting: twelve months later, memory is not enough.
Frequently asked questions
How does a financial adviser get paid in the UK?
By fee. Since the Retail Distribution Review, commission on investment and pension advice to retail clients is banned: advisers charge an explicit fee, agreed in writing in advance, whether as a percentage of assets, an hourly rate or a fixed sum. Typical initial charges run between 1% and 3% of the amount invested, or £500 to £2,500 for a standalone review, with ongoing charges commonly 0.5% to 1% a year. Commission still exists on some protection and mortgage business and must be disclosed. Set your own prices.
What authorisation do you need to advise on investments in the UK?
Authorisation by the Financial Conduct Authority, or appointed representative status under a principal firm. Carrying on a regulated activity without it is a criminal offence under section 19 of the Financial Services and Markets Act 2000, and agreements made in breach are unenforceable. Advisers must hold a Level 4 qualification and an annual Statement of Professional Standing, complete CPD, and describe themselves accurately as independent or restricted. The Consumer Duty requires you to act to deliver good outcomes, with evidence. Firms must also belong to the Financial Ombudsman Service scheme and contribute to the Financial Services Compensation Scheme.
Can I have a questionnaire completed before the meeting?
Yes, with required custom fields.
Can I have two different appointment lengths?
Yes, as two separate services.
How do I make sure a client's annual review is not forgotten?
By booking it twelve months ahead with its reminder.
Can I meet clients by video?
Yes, as a separate service. The link is created automatically.
Ready to simplify your bookings?
Create your account in minutes and let your clients book online starting today.
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