Financial Planning Week, run by the CISI, will take place from 8 to 12 May, in a bid to boost understanding of the profession.

See the list of the firms who have signed up as of 13 April at the bottom of this article.

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 will be spearheaded by CISI leading Accredited Financial Planning Firms. They and others will be 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, and are being offered by CFPTM professionals throughout the UK, Scotland, Wales and Northern Ireland.

•Answering consumer questions on our ‘Ask a Planner’ online via the Wayfinder website.

•Talks to schools across the country about the merits of the financial planning profession.

The 46 firms signed up for free surgeries so far includes nine regional offices of Mazars, an Accredited firm.

Consumers will be able to book their free sessions online, review tips and tools and learn more about how true financial planning can be a life changing experience. The CISI has a dedicated webpage with the contact details and logos of all the firms involved which will then lead through to the Wayfinder website.

Ian Painter APFS FCSI CFPTM of Affinity Integrated Wealth Management, Kent said: “We are here to support people with the big questions in life, for example when can I afford to retire? Most of us don’t take time to think about these or even know where to begin. Issues such as making sure family are ok, that you can afford to do the things you want to and protect what you have.”

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. Let’s put something back, do the right thing, and help people understand how to take control of their finances, whatever state they may be in.”

Duncan Hannay Robertson CFPTM who runs Hannay Robertson Financial Planning in Cambridge, had this message for consumers. He said: “It doesn’t take much to get financially organised. We owe it to ourselves and our families to try to understand our finances.

“Even if you’ve gone off-track, a Financial Planner can help take the weight off your shoulders and save you from those money management worries we all experience at varying points in our lives.”

List of firms offering surgeries for free as of 13 April as provided by the CISI

1. Advisa Financial Services, Jersey. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01534 724241
2. Castle View Financial Planning, Nottingham. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 07808 243876
3. Mazars Financial Planning, Nottingham. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
4. Hannay Robertson Financial Planning, Cambridge, East Anglia. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01223 269405
5. Dartington Wealth Management, Cambridge, East Anglia. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01223 211122
6. Cervello Financial Planning, Essex. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01708 606202 / 07563529918
7. Redwood Business Insurance Services, Essex. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01268 776277
8. Swallow Financial Planning, Ipswich, Suffolk. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01473 384858
9. Access Wealth Management, Hexham, Northumberland. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01661 853838
10. Ian King Financial Planning, Castle Donington, Leicestershire. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01332 856373
11. True Potential Wealth Management, Newcastle upon Tyne. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 033 3577 2400
12. Carrington Wealth Management, Belfast. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 028 903 33322
13. Appleton Gerrard, 82 King Street, Manchester. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 0161 7457100
14. Claritas Wealth Management, Stockport. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 0161 636 9200
15. Mazars Financial Planning, Manchester and Liverpool. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
16. Acumen Financial Planning, Aberdeen and Elgin. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01224 392 350
17. Mazars Financial Planning, Glasgow. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
18. Baigrie Davies, London (EC1). Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 020 7786 2000
19. Bloomsbury Wealth, London (EC2). Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 020 7965 4480
20. Cansdales, Amersham, Buckinghamshire. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01494 765 428
21. Cervello Financial Planning, London (EC2) Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.. or 01708 606202 / 07563529918
22. Citywide Financial Partners, Leatherhead, Surrey. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01372 365 950
23. Concierge Wealth Management, Shoreham-By-Sea. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01273 467 560
24. Concierge Wealth Management, Tunbridge Wells. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01892 506 928
25. Equanimity IFA, London (N1). Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 020 7713 9356
26. GEM & Co Financial Services, London (SW19). Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 020 8543 0111
27. Mazars Financial Planning, London (EW1). Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
28. Mazars Financial Planning, Milton Keynes. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
29. Mazars Financial Planning, Pool. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
30. Mazars Financial Planning, Surrey. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
31. Nicholls Stevens Financial Services, London (EC3). Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 0117 929 0456
32. NorthStar Wealth Management, Southampton & Hampshire. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 0800 6906 247
33. Stafford Wealth Management, Hertford. Herts. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01992 501601
34. Swallow Financial Planning, London (W1G). Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01473 384858
35. The Metcalf IFA Consultancy, West Malling, Kent. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01732 780 613
36. Totara Financial Planning, Cobham, Surrey. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 07867 760959
37. True Potential Wealth Management, London (SW1). Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 03335772400
38. Ashlea Financial Planning, Cheltenham. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01242 254149
39. Broadway Financial Planning, Cotswolds. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01386 858121
40. Close Brothers Asset Management, Bristol. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 0117 9170720
41. Mazars Financial Planning, Bristol. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
42. MFP Wealth Management, Christchurch, Dorset. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01425 279 212
43. Nicholls Stevens Financial Services, Bristol. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 011792 90456
44. Penguin Wealth, Cardiff. Meeting and telephone consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 02920 450143
45. Mazars Financial Planning, Leeds. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it.
46. Stones McCourt, Barnsley. Meeting consultations offered. For details and bookings contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 07759 407257