Get Ready For Financial Planning Week 2020
We’re delighted to be among a select group of companies taking part in Financial Planning Week 2020.
Running from 5th to 11th October 2020, Financial Planning Week 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. Run by the not-for-profit Chartered Institute for Securities & Investment (CISI), the campaign sees some of the UK’s leading financial planning firms offering free session to help consumers better understand their finances.
We’ll be offering free, one-hour, one-to-one, confidential sessions by phone or as ‘virtual online’ meetings via webcam which can be booked in advance for the week commencing 5th October.
The free, one-hour sessions offer a chance for a one-to-one meeting with a qualified Chartered Financial Planner who can answer any money questions you have, help you identify your biggest financial priorities and explain the steps you need to put in place to achieve your goals.
Financial Planning Week is a great opportunity for us to help people in the local area with their finances and work through how they can best achieve their goals in life. We want to help people re-connect with their money, better understand their financial options and take the rights actions towards their goals.
CISI hope the campaign will shine the spotlight on ‘financial planning’ and how this differs to ‘financial advice’. Financial planning helps people to organise their money to achieve specific life goals, whereas ‘financial advice’ focuses more on financial products.
“Financial planning is a relationship-based process, which aims to help everyone, no matter what their age or financial circumstances. It allows those with money to plan their spending and saving wisely, but also those without, to work with a qualified financial professional who can support them in reaching their financial goals. Financial planners do not just work with wealthy individuals,” said Jacqueline Lockie, Deputy Head of Financial Planning at CISI.
Awards, Accreditations & Trade Associations
We are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading professional trade associations.