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:

  • Personal & Corporate Protection
  • Pension Planning
  • Investment
  • Estate and IHT Planning
  • Employee Benefits
    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.



    The content in this publication is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.