The free sessions, offered by CISI Certified Financial Planners, aim to give “everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.”
The annual Financial Planning Week campaign, organised by CISI, is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Financial Planners represent the pinnacle of professionalism for their knowledge, skills and integrity.
More than 50 firms are participating this week.
The CISI says Financial Planners are “supremely qualified to offer financial guidance not only to pre or post retirees, but to all members of society at differing life stages including women, couples, families, families with adult children, students, young adults and families with caring responsibilities for those with special needs.”
Jacqueline Lockie CFPTM, Chartered FCSI and CISI head of Financial Planning, said: “Our CFPTM members throughout the UK are ready to help everyone, no matter what their age or financial circumstances, during our Financial Planning Week 3 – 10 October.
“Financial Planners can help people achieve their life goals, build financial confidence, combat anxiety and stress about money and deal with life’s challenges around day-to-day financial decisions.
“Whether you are part of the sandwich generation trying to manage work, children and parents simultaneously or a young or older person with debt worries our financial planners will aim to help all consumers navigate and improve their personal financial lives.
“Our aim is to encourage all UK consumers to stop and think about their own personal financial plan to take advantage of these free one-to-one confidential financial guidance sessions to plan for the life you want.”
Julie Lord CFPTM, Chartered FCSI, CFP and CEO of Magenta Financial Planning, said: “I have worked with many people across the UK, from all walks of life.
“One person in particular comes to mind who worked in the City and who bought a coffee and a muffin every morning from a well-known American coffee shop.
“His lifetime cashflow forecast showed that if he had breakfast at home instead and saved his ‘coffee money’ he would be able to pay off his mortgage five years earlier, saving thousands of pounds.
“A good Financial Plan is key to making the most of your money.”
CISI Financial Planning firms participating in Financial Planning Week 2018 are:
Hannay Robertson Financial Planning
Broadway Financial Planning
Real Life Financial Planning
Affluent Financial Planning Ltd
Cansdales Ltd
Wells Gibson Limited
Mackenzie Financial Planning
Balance: Wealth Planning Limited
JL Wealth Consultancy
GEM & Co
Cervello Financial Planning
Westminster Wealth LLP
Ian King Financial Planning Ltd
Ashlea Financial Planning
Stafford Wealth Management
Pavis
Appleton Gerrard
Acumen Financial Planning
Citywide Financial Partners
Smart Financial
Swallow Financial Planning
Satis Asset Management
Berry & Oak
Fiscal Engineers Ltd
AKFP Group
Magenta Financial Planning
Consilia Wealth Management
Almus Wealth Management
Go IFA
Serenity Financial Planning
Worldwide Financial Planning
Metcalf Wealth Managers
1st Chartered Financial Planning
1825 Financial Planning
Independent Benefit Consultancy
EC Financial Services
Santorini Financial Planning
Close Brothers Asset Management
Green Lane Financial Planning
Ellis Davies Financial Planning
UNIQ Family Wealth
Carrington Investment Consultants Limited
Tucana Financial Planning
Lothbury Pendil
NorthStar Wealth Management Group
Lehmann Financial Management
Lloyd & Whyte
Mazars
Fiducia Wealth Management
Questa Chartered
Succession Wealth
Carbon Financial Partners