This year Financial Planning Week, led by not-for-profit professional body Chartered Institute for Securities and Investment (CISI), runs from 5th to 11th of October. The annual campaign is a national initiative to help improve the financial fitness of the UK public by raising awareness of the importance of financial planning.
We are delighted to support this initiative by offering free, one-hour consultations which can be booked in advance during the week commencing 5th October which can be booked here.
These sessions are available to anyone who would like to talk to a financial adviser about their personal finances, including:
Sessions can be arranged via telephone or Zoom – we are unable to offer face-to-face consultations this year due to the ongoing pandemic.
We will also be posting tips and guides on our social channels throughout the week. They can also be found in our News & Insights section.