Financial Planning Week 2017, the annual CISI campaign to promote the benefits of Financial Planning to consumers, has begun today.
Planners at 73 Financial Planning practices are providing free surgeries worth up to £500 to consumers.
The campaign week, run by the CISI, will take place until 12 May, in a bid to boost understanding of the profession.
See the list of the firms who had signed up as of 8 May at the bottom of this article.
Tell us what you and your firm are up to for FP Week by emailing
Good luck to all the planners and paraplanners taking part in #FPWUK this week - let us know what you’re doing
— Kevin O'Donnell (@FPT_Kevin) May 8, 2017
Editor's Comment: Why Financial Planning Week is worth the effort https://t.co/Kn2URxbyc8 via @FPTodayNews
— FP Today (@FPTodayNews) May 8, 2017
It is a continuation of the initiative started by the Institute of Financial Planning, before it merged with the CISI.
During last year’s campaign, Financial Planning firms gained three or four new ‘million pound clients’, the CISI reported in November.
This year’s Financial Planning Week is being spearheaded by CISI leading Accredited Financial Planning Firms.
Proud to be supporting #FPWUK @WayfinderCISI @CISI https://t.co/1JPIP1m9Lq
— Matthew Aitchison (@matt_aitchison) May 8, 2017
Are Yoda only one who doesn't know about #FPWUK? https://t.co/5MmaRILd9N #MayTheFourthBeWithYou pic.twitter.com/i36pFBoFJs
— The CISI (@CISI) May 4, 2017
Happy Financial Planning Week 2017. It's going to be a busy few days! https://t.co/gTWm9sZtdm @CISI #FPWUK #CISI
— NorthStar Wealth (@ns_wm) May 8, 2017
Excited to be taking part in Financial Planning Week 8th-12th May, sharing valuable tips on #financialplanning #FPWUK
— Manse Capital (@ManseCapital) May 8, 2017
#FPWUK starts today! @RuthSturkey joins me on the podcast today to talk about Financial Planning https://t.co/5jDFVtQT6B pic.twitter.com/K1fnDwY0YP
— Martin Bamford (@martinbamford) May 8, 2017
Firms are offering a mix of:
Free consultation surgeries, either in person, via Skype or over the phone. These one hour consultations are worth up to £500, said the CISI, offered by CFPTM professionals throughout the UK
Answering consumer questions on our ‘Ask a Planner’ online via the Wayfinder website.
Some will give talks to schools about the merits of the profession.
The firms offering free surgeries includes 13 regional offices of Mazars, an Accredited firm.
Mazars Partner Nigel Hutchinson said: “We are proud to support this initiative and would urge more firms to be involved so even more people can be reached. Financial planning is something that should be on everyone’s radar.
“From those looking to invest their money, to those looking for help with pensions or looking to finance their children’s education, there really is no limit to those who would benefit from a simple finance plan.”
Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of Financial Planning, said: “This year I hope we can make Financial Planning Week 2017 just as exciting and effective as ever. Financial Planning Week represents a national initiative to bring financial planning to the consumer forefront.
“Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, or starting a business. This is something everyone can benefit from.
“I’m excited that we have lots planned and would love for everyone to get behind us and make it a success for the benefit of the public.”
Save yourself from disastrous financial decisions with a CFP™ professional @WayfinderCISI #FPWUK #LifesBetter https://t.co/vnFYGwDKai
— The CISI (@CISI) May 5, 2017
List of firms offering surgeries for free as of 8 May as provided by the CISI via its Wayfinder website
1. Advisa Financial Services, Jersey. Meeting and telephone consultations offered. For details and bookings contact:
2. Mazars Financial Planning, Leicester. Meeting consultations offered. For details and bookings contact:
3. Castle View Financial Planning, Nottingham. Meeting and telephone consultations offered. For details and bookings contact:
4. Mazars Financial Planning, Nottingham. Meeting consultations offered. For details and bookings contact:
5. Mazars Financial Planning, Birmingham, Meeting consultations offered. For details and bookings contact:
6. Cervello Financial Planning, Essex. Meeting and telephone consultations offered. For details and bookings contact:
7. Dartington Wealth Management, Cambridge. Meeting and telephone consultations offered. For details and bookings contact:
8. Hannay Robertson Financial Planning, Cambridge, East Anglia. Meeting and telephone consultations offered. For details and bookings contact:
9. Redwood Business Insurance Services, Essex. Meeting and telephone consultations offered. For details and bookings contact:
10. Swallow Financial Planning, Ipswich, Suffolk. Meeting and telephone consultations offered. For details and bookings contact:
11. 1825, Bishop Auckland. Meeting and telephone consultations offered. For details and bookings contact:
12. Access Wealth Management, Hexham, Northumberland. Meeting and telephone consultations offered. For details and bookings contact:
13. Ian King Financial Planning, Castle Donington, Leicestershire. Meeting and telephone consultations offered. For details and bookings contact:
14. Jardine Finan, Northumberland. Meeting and telephone consultations offered. For details and bookings contact:
15. Carrington Wealth Management, Belfast. Meeting consultations offered. For details and bookings contact:
16. Mackenzie Financial Planning, Bury. Meeting consultations offered. For details and bookings contact:
17. Jardine Finan, Cumbria. Meeting and telephone consultations offered. For details and bookings contact:
18. Appleton Gerrard, 82 King Street, Manchester. Meeting consultations offered. For details and bookings contact:
19. Mazars Financial Planning, Manchester. Meeting consultations offered. For details and bookings contact:
20. Mazars Financial Planning, Liverpool. Meeting consultations offered. For details and bookings contact:
21. Bridgewater Financial Services Limited, Cheshire. Meeting, telephone and Skype consultations offered. For details and bookings contact:
22. Eldon Financial Planning, Newton Aycliffe. Meeting consultations offered. For details and bookings contact:
23. Claritas Wealth Management, Stockport. Meeting consultations offered. For details and bookings contact:
24. Freedom Financial Planning, Stockport. Meeting and telephone consultations offered. For details and bookings contact:
25. Acumen Financial Planning, Aberdeen. Meeting and telephone consultations offered. For details and bookings contact:
26. Jardine Finan, Carlisle. Meeting and telephone consultations offered. For details and bookings contact:
27. Mazars Financial Planning, Edinburgh. Meeting consultations offered. For details and bookings contact:
28. Mazars Financial Planning, Glasgow. Meeting consultations offered. For details and bookings contact:
29. Real Life Financial Planning, Edinburgh. Meeting and telephone consultations offered. For details and bookings contact:
30. Acumen Financial Planning, Elgin. Meeting and telephone consultations offered. For details and bookings contact:
31. Wells Gibson, Dundee. Meeting consultations offered. For details and bookings contact:
32. 1825, Reading, Berkshire. Meeting and telephone consultations offered. For details and bookings contact:
33. Cansdales, Amersham, Buckinghamshire. Meeting consultations offered. For details and bookings contact:
34. Citywide Financial Partners, Leatherhead, Surrey. Meeting and telephone consultations offered. For details and bookings contact:
35. Concierge Wealth Management, Shoreham-By-Sea. Meeting and telephone consultations offered. For details and bookings contact:
36. Baigrie Davies, London (EC1). Meeting consultations offered. For details and bookings contact:
37. Bloomsbury Wealth, London (EC2). Meeting and telephone consultations offered. For details and bookings contact:
38. Cervello Financial Planning, London (EC2) Meeting and telephone consultations offered. For details and bookings contact:
39. Equanimity IFA, London (N1). Meeting and telephone consultations offered. For details and bookings contact:
40. GEM & Co Financial Services, London (SW19). Meeting consultations offered. For details and bookings contact:
41. Hyland Financial Planning, London. Meeting and telephone consultations offered. For details and bookings contact:
42. Mazars Financial Planning, London. Meeting consultations offered. For details and bookings contact:
43. UNIQ Family Wealth, London. Meeting, telephone and Skype consultations offered. For details and bookings contact:
44. Hyland Financial Planning, Surrey. Meeting consultations offered. For details and bookings contact:
45. Lothbury Pendil. Folkestone, Kent. Meeting consultations offered. For details and bookings contact:
46. Lothbury Pendil, Hayward Heath, West Sussex. Meeting consultations offered. For details and bookings contact:
47. Mazars Financial Planning, Milton Keynes. Meeting consultations offered. For details and bookings contact:
48. Mazars Financial Planning, Sutton, Surrey. Meeting consultations offered. For details and bookings contact:
49. Nicholls Stevens Financial Services, London (EC3). Meeting consultations offered. For details and bookings contact:
50. NorthStar Wealth Management, Southampton. Meeting and telephone consultations offered. For details and bookings contact:
51. Concierge Wealth Management, Tunbridge Wells. Meeting and telephone consultations offered. For details and bookings contact:
52. Stafford Wealth Management, Hertford. Herts. Meeting and telephone consultations offered. For details and bookings contact:
53. Swallow Financial Planning, London (W1G). Meeting and telephone consultations offered. For details and bookings contact:
54. The Metcalf IFA Consultancy, West Malling, Kent. Meeting and telephone consultations offered. For details and bookings contact:
55. Totara Financial Planning, Cobham, Surrey. Meeting consultations offered. For details and bookings contact:
56. True Potential Wealth Management, Southend-on-Sea. Meeting consultations offered. For details and bookings contact:
57. Weath Matters, Luton, Meeting and telephone consultations offered. For details and bookings contact:
58. Close Brothers Asset Management, Bristol. Meeting and telephone consultations offered. For details and bookings contact:
59. Nicholls Stevens Financial Services, Bristol. Meeting consultations offered. For details and bookings contact:
60. Mazars Financial Planning, Bristol. Meeting consultations offered. For details and bookings contact:
61. UNIQ Family Wealth, Bristol. Meeting, telephone and Skype consultations offered. For details and bookings contact:
62. Ashlea Financial Planning, Cheltenham. Meeting and telephone consultations offered. For details and bookings contact:
63. MFP Wealth Management, Christchurch, Dorset. Meeting and telephone consultations offered. For details and bookings contact:
64. Broadway Financial Planning, Cotswolds. Meeting and telephone consultations offered. For details and bookings contact:
65. Lexington Weath, Swindon. Meeting and telephone consultations offered. For details and bookings contact:
66. Mazars Financial Planning, Poole. Meeting consultations offered. For details and bookings contact:
67. Tilney Financial Planning, Exeter. Meeting and telephone consultations offered. For details and bookings contact:
68. Magenta Financial Planning, Bridgend. Meeting and telephone consultations offered. For details and bookings contact:
69. Penguin Wealth, Cardiff. Meeting and telephone consultations offered. For details and bookings contact:
70. UNIQ Family Wealth, Cardiff. Meeting, telephone and Skype consultations offered. For details and bookings contact:
71. 1825, Leeds. Meeting and telephone consultations offered. For details and bookings contact:
72. Mazars Financial Planning, Leeds. Meeting consultations offered. For details and bookings contact:
73. Stones McCourt, Barnsley. Meeting consultations offered. For details and bookings contact: