Financial Planning Week 2016, which commences 6 June, represents a national initiative to bring financial planning to the consumer forefront. The drive will unify CERTIFIED FINANCIAL PLANNER
TM professionals, schools and industry media in a bid to improve the financial fitness of the British public.
One of the aims of the event is to highlight the fact that financial planning is a very relationship-based process, with the primary aim being to help people organise their finances to achieve specific life goals.
Rebecca Taylor CFP
TM Chartered FCSI, CISI Board Director and Managing Director of Aurea Financial Planning, said: “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, being newly-wed, or starting a business. This is something everyone can benefit from, not just the wealthy."
Financial planning firms across the UK will be offering:
- Free consultation surgeries, either in person, via Skype or over the phone.
- ‘Ask a Planner’ online sessions.
- Talks to schools across the country about the merits of the financial planning profession.
The week also gets the support of the financial planning industry media which, alongside financial planning firms, will be relaying polls, quizzes and surveys highlighting consumer themes and money management issues.
Consumers can book their free sessions online, review tips and tools and learn more about how true financial planning can be a life changing experience.
Ms Taylor said: “The CISI and the financial planning community are very much focused on promoting the value of financial planning. People are starting to understand what financial planning is all about and are asking for an overall plan, not just for someone to have a look at their investments. The CISI will hold Financial Planning Week, commencing 6 June – a national initiative to show that financial planning and money management is not just reserved for the wealthy and is a practice everyone can benefit from.”
Those firms which have offered their commitment to date include:
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BRB Wealth Management – Staffordshire
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Close Brothers Asset Management – Bristol
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Santorini Financial Planning – Loughborough
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Aspin Analysis – London
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Cosgrove Brown Financial Planning – Swansea
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John Roddick & Son – Annan, Dumfries and Galloway
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Close Brothers – Edinburgh
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Ashlea Financial Planning – Cheltenham
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Jane Smith Financial Planning – Buckinghamshire
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Addidi Wealth – London
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Matrix Capital – Shropshire
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Smart Financial – Altrincham
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Equanimity IFA – London
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Lubbock Fine Wealth Management – London
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FPS London – London
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Future Asset Management – Bridgend Wales
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Expert Wealth Management - Witney
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Claritas Wealth Management – Stockport
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Mackenzie Financial Planning – Bury
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Affinity IFA – Prestwick
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Affluent Financial Planning – Bridge of Weir, Renfrewshire
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Hannay Robertson Financial Planning – Cambridge
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1825 Financial Planning and Advice – Edinburgh, Leeds, Sheffield, Bishop Auckland, Reading
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UNIQ Family Wealth – Cardiff and London
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Lodge Financial – Coleraine, Northern Ireland
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Carbon Financial Partners – Edinburgh, Glasgow, Aberdeen and Perth
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Ethical Futures – Edinburgh
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Carrington Wealth Management – Belfast
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Acumen Financial Planning – Aberdeen
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Clear Vision Financial Planning – Bedfordshire
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GEM & Co – Wimbledon
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Any additional financial planning firms who wish to get involved can register their interest
here.
To find out more email fpweek@cisi.org