Financial Planning Week
We’re proud to be supporting Financial Planning Week 2018. Running from 3rd – 10th October 2018, we’re offing free one-hour personal financial planning sessions to everyone. Book your free session today to get your finances back on track.
About Financial Planning Week
If you are one of the millions of people in the UK who could do with improving their overall financial ‘fitness’, take a look at what’s happening during Financial Planning Week. It’s a consumer awareness campaign which helps you take some simple steps to kick-start your future. This year’s campaign is taking place from 3rd – 10th October 2018 right across the UK and we’re taking part.
This campaign aims to raise awareness of how important financial planning is to your life. It’s not just for people who have never thought about their finances, it’s for everyone, whatever your situation. 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 sessions, 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 FreeSession
To book your free one-hour session, please call us on 0800 6906 247, email firstname.lastname@example.org or use the online booking form below. Simply select a date during Financial Planning Week (3rd – 10th October 2018) and follow the steps to book in 60 seconds flat.