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Financial Planning Week

We’re proud to be supporting Financial Planning Week 2019. Running from 7th – 11th October 2019, we’re offing free one-hour personal financial planning sessions to everyone. Book your free session today.

About Financial Planning Week

If you are one of the millions of people in the UK who could do with some expert input on your finances, take a look at what’s happening during Financial Planning Week. This is a nationwide campaign offering free financial planning sessions and advice to provide a helping hand in achieving financial well-being and life goal planning. These free, one-hour, one-to-one, confidential sessions are worth up to £500. This year’s campaign is taking place from 7th – 11th October 2019 right across the UK and we’re taking part.

This campaign aims to raise awareness of the importance of financial planning. Putting some simple financial plans in place and making some smart decisions to help achieve your goals and dreams in life is the first step towards really taking control of your life and gaining valuable peace of mind.


Your Free One-Hour Session

At your free personal financial planning session, we can help you with some of your most important financial questions. For example

  • Am I saving enough for the future / retirement / grandchildren/ a special event?
  • When can I afford to retire, and if it’s not at age ‘x’ what do I need to do to change that?
  • I want to be debt free by age ‘x’. What do I need to do to achieve it?
  • Is there any way of making my money work better for me?
  • If something happened to me or my partner, what would happen to us financially?
  • How can we make sure that our money goes to the people we want it to after our days?
  • If my partner or I need to pay for care in the future, what impact would that have on our wealth?

Your free session will give you many of the answers you seek, enabling you to go away happy in the knowledge that what you’re doing is the right thing for you.

Alternatively, based on the answers you get, you may feel that you need further help in some areas. In this case, we can help you identify this and explain the next steps.

The aim of the free session is to make you feel more confident and secure about your finances and your future, by doing some planning. They are not designed to provide you with regulated investment advice. As you will have a limited time initially to speak to a financial planner, doing some preparation before you go is always worthwhile. Gather your financial paperwork together and have a think about what you want to achieve before your session.


Book Your Free Session

To book your free one-hour session, please call us on 0800 6906 247, email info@nswm.co.uk or use the online booking form below. Simply select a date during Financial Planning Week (7th – 11th October 2019) and follow the steps to book in 60 seconds flat.  


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