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We’re Supporting Financial Planning Week 2021

14 September 2021

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We’re pleased to announce our support for Financial Planning Week 2021. This will be the fifth year we have been involved with this nationwide campaign and we’re delighted to be among a select group of companies chosen to support this initiative.

Running from 11th to 17th October 2021, Financial Planning Week provides free financial planning sessions and advice to help people with their 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 11th October.

If you think you, or anyone you know could benefit from one of these free sessions, just call us on 0800 6906 247, email info@nswm.co.uk or simply book online.

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.

More information about Financial Planning Week can be found at financialplanningweek.co.uk. For more information and to book in your free session with us, please visit nswm.co.uk/fpweek.

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Awards, Accreditations & Trade Associations

NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.

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We’re Supporting Financial Planning Week 2021 ultima modifica: 2021-09-14T14:54:59+01:00 da NorthStar Admin
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