FP Week 2019: Firm reveals initiatives to boost planning

West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.

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FP Week 2019 gets underway with ‘life goals’ focus

The CISI’s Financial Planning Week got under way today, with the event running until Friday.

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FP Week 2019: Adviser offers free Financial Planning session

London-based adviser Marc Burman is offering a free one-hour Financial Planning surgery anytime next week, during Financial Planning week, which starts today. 

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Dan Atkinson: Financial Planning Week is opportunity to engage

“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money

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